AppLovin Corp. (APP) Q4 2025 (USD): Adj. EBITDA 1.4bln (exp. 1.33bln), EPS 3.24 (exp. 2.89), Revenue 1.66bln (exp. 1.61bln)

AppLovin's Q4 results exceeded expectations on all key metrics, with both adjusted EBITDA and EPS coming in significantly above consensus.

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Motorola Solutions Inc. (MSI) Q4 2025 (USD): Adj. EPS 4.59 (exp. 4.35), Revenue 3.38bln (exp. 3.34bln)

AppLovin Corp. (APP) Q4 2025 (USD): Adj. EBITDA 1.4bln (exp. 1.33bln), EPS 3.24 (exp. 2.89), Revenue 1.66bln (exp. 1.61bln)

McDonald's Corporation (MCD) Q4 2025 (USD): Adj. EPS 3.12 (exp. 3.04), Revenue 7.01bln (exp. 6.83bln)

Arconic Corp. is looking to buy about 90mln pounds of Aluminum in the spot market for the second quarter, a shift from its past practice of making a majority of its raw material purchases through annual contracts, via Bloomberg

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Outlook

  • Q1 revenue 1.75-1.78bln (exp. 1.69bln).
  • Q1 EBITDA 1.5bln (exp. 1.4bln).
Context

The strong forecast for Q1 further reinforces the company’s growth prospects, suggesting robust demand that could positively influence market sentiment and potentially drive share price appreciation.

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