AppLovin Stock Rebounds After Q2 Revenue Miss

AppLovin (NASDAQ: APP) reported Q2 2025 revenue of $1.26 billion, representing a 77% year-over-year increase but missing Wall Street's $1.37 billion estimate. Despite the revenue miss, EPS was $2.26, beating analyst expectations by $0.21, and the company provided Q3 revenue guidance above forecasts. Shares initially dropped 13% after hours but rebounded to gains as investors digested the earnings beat and strong outlook. Improved margins were attributed to the strategic sale of AppLovin's Apps business, with EBITDA margin reaching 81%. The company continues to invest in AI-driven technologies and expand into e-commerce and connected TV. Additionally, Appian (NASDAQ: APPN) reported better-than-expected Q2 results, with 16.5% revenue growth and raised full-year guidance.