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    Deep Dive: AppLovin (APP) – Can AI-Powered Adtech Sustain Growth in 2025?

    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and growth sustainability AppLovin’s reported Q2 2025 revenue of $1.259 billion reflects a 77% year-over-year acceleration driven by higher net revenue per install, increased ad pricing and scaling of the MAX mediation platform. The company’s first-half 2025 figures show 74% year-to-date growth, and management emphasizes diversification…

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    Deep Dive: Reddit (RDDT) – Post-IPO Growth, Engagement Metrics, and Ad Market Position

    Executive summary Reddit reported a breakout Q2 2025: revenue $499.6M (-78% YoY growth), advertising revenue $465.3M (+84% YoY), GAAP net income $89.3M, adjusted EBITDA $166.7M, and record daily active uniques (DAUq) 110.4M (+21% YoY). Strong ARPU acceleration (global ARPU $4.53, +47% YoY) and improving margins drove free cash flow $110.8M and cash + marketable securities…

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