AppLovin, Airbnb, and More Earnings Surprises

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 7 August 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next week Companies discussed: APP, ABNB, SPG, SKT, O, ZG Host: Matt Frankel Guests: Tyler Crowe, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Earning season is in full swing, and we have seen some big surprises.
0:09.4	Motley Fool Money starts now.
0:20.7	I'm Matt Frankel, joined by longtime fools Tyler Crowe and John Quast.
0:24.8	Today we're going to get to earnings from Airbnb, Zillow, and some of our favorite retail real estate companies.
0:30.9	And later we're going to discuss some of the companies whose earnings reports were most looking forward to next week.
0:36.0	First, let's put App Loven's latest results
0:38.3	under the microscope. App Loven posted extremely strong 77% revenue growth in the second quarter,
0:44.4	and it's adjusted EBITAN roughly doubled. Free cash flow is $768 million, and the company
0:51.1	spent nearly half of that buying back stock. John, what do you think?
0:54.6	Matt, shareholders are getting used to these kinds of numbers from App Lovin, but I think we just
0:59.0	need to take a second to really soak it in. Nearly 1.3 billion in quarterly revenue,
1:04.3	growing at 77%, a profit margin of 65%. These are extraordinary numbers. And here's the impressive context. When we're
1:13.3	looking for hidden gems, we're usually wanting to see companies and markets that are fast growing.
1:18.6	By contrast, App Loven is doing most of its business in the mobile gaming space, which is actually
1:23.3	quite slow growing, maybe around 3% growth for the industry. But Appleuven's advertising products
1:29.5	are so effective that it's been able to grow at a much faster rate than the industry. And I think
1:35.1	this is kind of turning into a theme this earning season. Applevin has its AI-powered advertising
1:41.2	engine, and some advertising companies are underperforming this earning season,
1:46.6	whereas some companies such as at Levin or even Reddit are using AI to better match
1:51.8	advertising supply with demand, and those which are doing AI well are getting much stronger.
1:57.5	Did this earnings report change how you feel about the stock? I'd love to get both your
2:00.7	takes on this, but Apple Levin's business is growing rapidly,
	...

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