$APP

G↗$109B · PE 251 posts · 0 DD · 1 authors

Q2 slightly light but 53% growth at 84% EBITDA margins: thesis intact

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discussionQ4.0longDiscussion55 pts · 70 💬 · 78d
Thoughts on Applovin Q2
APP Q2: slightly light but 53% growth, 84% EBITDA margins; not thesis-breaking.
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