What's next for #AppLovin after shares popped 46% Nov.7? AppLovin's AI-powered advertising-technology software, Axon 2.0 could continue to boost revenue and push 4Q growth above its 30%-32% guidance. Enhancements to the tool's algorithm is helping to better match advertisers with publishers, potentially further raising top-line contribution from a segment that generated 78% adjusted Ebitda margin in the July-September period. It is piloting Axon 2.0 with e-commerce customers, a new clientele that drive more material sales gains in 2025. Free cash flow hit a new record, the reason behind the expansion of a share-buyback program by $2 billion to $2.3 billion. #adtech #advertising #advertisingtechnology (Read on Bloomberg terminal: https://lnkd.in/gKGp4AvM)
Nathan Naidu (纳丹), CFA’s Post
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AppLovin has quietly become a standout performer, with its stock surging over 100% in just the past month and now hovering near its all-time high of ~$326 per share. Let’s take a look at the equity growth of one of our submissions on Levels.fyi. AppLovin uses a 1-year vesting schedule that vests evenly per quarter. Here’s what the equity growth of an Entry Level SWE who joined AppLovin on December 31st 2023 looks like. The total stock grant at time of hire was $60,000. With the share price at the time of offer being $38, that leaves us with about 394 shares vesting each quarter with an expected value of $15,000 per quarter. With each quarter’s end date and closing price in mind, here’s what the true value of each vest might’ve looked like: Q1 2024 (3/31): 394 shares * $69.22 per share = $27,272 Q2 2024 (6/30): 394 shares * $83.22 per share = $32,788 Q3 2024 (9/30): 394 shares * $130.55 per share = $51,436 (111496) Q4 2024(current price as of 11/26): 394 shares * $326.77 = **$128,747.38** Summing it all up at $APP’s current valuation, if the employee didn’t sell any of their AppLovin shares, they’d have reached $514,989.52 in total equity valuation—up 758% from their initial grant of $60,000. Base salary, bonus, and stock included, this person is projected to make $**654,989**, up from their original estimated TC of $200,000. View this specific offer here: https://lnkd.in/gSG7EdQc View other AppLovin salaries here: https://lnkd.in/gtQ2fRzD #salarytransparency #stockgrowth #rsus
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