The Software Platform remains the main growth engine, with consensus calling for solid revenue growth and strong EBIT. Advertiser demand, ML-driven optimization, and pricing power in performance marketing will be closely watched, as margin resilience could help restore confidence.
That said, expectations remain high after last quarter’s beat. The market will focus on whether AppLovin can sustain growth and margins into 2026—a clean EPS beat could support a rebound, while any signs of slowing may keep the stock volatile.
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