💯Management has a very clear understanding of the industry and business, with absolutely no flaws to be found.
APP (Trans): Highly confident vs. Meta ---
Below is Dolphin Research’s FY25 Q4 earnings call Trans for $AppLovin(APP.US). For the earnings review, see 'AppLovin: Spooky headlines weighing on strong results?'.
1) Shareholder returns: repurchased 6.4 mn shares for $2.58bn. 2) Guidance: a) Revenue of $1.745bn–$1.775bn (+5%–7% QoQ)...
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