[{"data":1,"prerenderedAt":203},["ShallowReactive",2],{"triple-beat-APP":3,"og-beat-monitoring-APP":202},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":182,"highlightQuarter":35,"highlightDescription":187,"sources":188},"APP","AppLovin","AppLovin（APP）はモバイル広告最適化AIエンジン「Axon」を主軸にする米国上場企業。2024年にAxon 2.0がランプしてから売上・EPSビートの連続記録が続き、2025年5月にレガシーのAppsポートフォリオを$400Mで売却して広告事業専業化、2026年2月にAxonへ正式リブランド。Q3 2024〜Q4 2024の連続2桁%ビート時に株価は$170→$492へ約3倍化した。","EPS ($, 非GAAP)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,34,55,76,97,118,140,162],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q2 2024","2024/8/7","Axon 2.0ランプ初期",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$1.08 B","$1.07 B",0.9,44,{"actual":21,"consensus":22,"beatPct":23},"$0.89","$0.75",18.7,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$1.13 B","$1.05 B",7.1,null,{"reportClose":31,"nextClose":32,"changePct":33},"$79.62","$94.16",18.3,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":42,"guidance":46,"stock":51},"Q3 2024","2024/11/6","AXONさらに加速、株価爆発",{"actual":39,"consensus":26,"beatPct":40,"yoyPct":41},"$1.20 B",6.2,39,{"actual":43,"consensus":44,"beatPct":45},"$1.25","$0.95",31.6,{"revenue":47,"eps":29},{"company":48,"consensus":49,"beatPct":50},"$1.25 B","$1.18 B",5.9,{"reportClose":52,"nextClose":53,"changePct":54},"$170.00","$247.93",45.8,{"quarter":56,"reportDate":57,"event":58,"revenue":59,"eps":63,"guidance":67,"stock":72},"Q4 2024","2025/2/12","\"AppLovin AI Cloud\"発表",{"actual":60,"consensus":61,"beatPct":62,"yoyPct":19},"$1.37 B","$1.26 B",8.7,{"actual":64,"consensus":65,"beatPct":66},"$1.73","$1.24",39.5,{"revenue":68,"eps":29},{"company":69,"consensus":70,"beatPct":71},"$1.38 B","$1.32 B",4.2,{"reportClose":73,"nextClose":74,"changePct":75},"$378.00","$492.02",30.2,{"quarter":77,"reportDate":78,"event":79,"revenue":80,"eps":84,"guidance":88,"stock":93},"Q1 2025","2025/5/7","Apps事業売却決定（$400M）",{"actual":81,"consensus":69,"beatPct":82,"yoyPct":83},"$1.48 B",7.2,40,{"actual":85,"consensus":86,"beatPct":87},"$1.67","$1.45",15.2,{"revenue":89,"eps":29},{"company":90,"consensus":91,"beatPct":92},"$1.93 B","$1.85 B",4.3,{"reportClose":94,"nextClose":95,"changePct":96},"$321.00","$363.51",13.2,{"quarter":98,"reportDate":99,"event":100,"revenue":101,"eps":105,"guidance":109,"stock":114},"Q2 2025","2025/8/6","Apps売却クロージング、広告のみへ",{"actual":61,"consensus":102,"beatPct":103,"yoyPct":104},"$1.28 B",-1.6,17,{"actual":106,"consensus":107,"beatPct":108},"$2.39","$1.95",22.6,{"revenue":110,"eps":29},{"company":111,"consensus":112,"beatPct":113},"$1.33 B","$1.30 B",2.3,{"reportClose":115,"nextClose":116,"changePct":117},"$450.00","$396.00",-12,{"quarter":119,"reportDate":120,"event":121,"revenue":122,"eps":127,"guidance":131,"stock":136},"Q3 2025","2025/11/5","広告のみで初の通期決算サイクル",{"actual":123,"consensus":124,"beatPct":125,"yoyPct":126},"$1.41 B","$1.34 B",4.7,18,{"actual":128,"consensus":129,"beatPct":130},"$2.45","$2.37",3.4,{"revenue":132,"eps":29},{"company":133,"consensus":134,"beatPct":135},"$1.59 B","$1.55 B",2.4,{"reportClose":137,"nextClose":138,"changePct":139},"$600.50","$609.11",1.4,{"quarter":141,"reportDate":142,"event":143,"revenue":144,"eps":149,"guidance":153,"stock":158},"Q4 2025","2026/2/11","Axon正式リブランド発表",{"actual":145,"consensus":146,"beatPct":147,"yoyPct":148},"$1.66 B","$1.62 B",2.5,21,{"actual":150,"consensus":151,"beatPct":152},"$3.24","$2.94",10.2,{"revenue":154,"eps":29},{"company":155,"consensus":156,"beatPct":157},"$1.76 B","$1.71 B",2.9,{"reportClose":159,"nextClose":160,"changePct":161},"$472.92","$458.04",-3.1,{"quarter":163,"reportDate":164,"event":165,"revenue":166,"eps":171,"guidance":174,"stock":178},"Q1 2026","2026/5/6","Axon公開予告6月、AI予測モデル更新",{"actual":167,"consensus":168,"beatPct":169,"yoyPct":170},"$1.84 B","$1.77 B",4,24,{"actual":172,"consensus":173,"beatPct":125},"$3.56","$3.40",{"revenue":175,"eps":29},{"company":90,"consensus":176,"beatPct":177},"$1.89 B",2.1,{"reportClose":179,"nextClose":180,"changePct":181},"$478.10","$499.00",4.4,[183,184,185,186],"売上はGAAPベース、EPSは非GAAPベース（adjusted diluted）","Q1 2025からのガイダンスはApps事業売却の影響で連続性が一部断絶している（Q2 2025ガイドはApps含む$1.93B、実績はApps売却完了で$1.26Bへ）","Q2 2025の-12%下落は売上微減ミス（広告のみとなった初の四半期で市場の期待調整が入った）","Q3 2024〜Q4 2024の2連続バブル的株価反応がAxonの「化け方」を示す（売上$170→$492.02へ約3倍化）","最も「化けた」のは **Q3 2024（2024年11月6日発表）**。売上$1.20Bが予想$1.13Bを+6.2%、EPS $1.25が予想$0.95を**+31.6%**上振れし、同時にQ4ガイダンス中央値$1.25Bが予想$1.18Bを+5.9%上回った。発表翌日株価は$170→$247.93と**+45.8%急騰**。AxonがAdmobやMeta Audience Networkに対する優位性を初めて数字で示した瞬間で、ここから2025年2月のQ4 2024決算（EPS+39.5%、株価+30.2%）まで連続で「広告AIプレミアム」が積み上がり、半年で株価は$170→$492へ約3倍化した。なお、Q3 2024とQ4 2024は売上・EPS・ガイダンスの3要素すべてで10%以上のビートを記録した稀少な四半期（特にEPSビートは30-40%台）で、AI広告テーマの代表例として参照される。",[189,192,195,197,199],{"label":190,"url":191},"AppLovin Q3 2024 IR","https://investors.applovin.com/",{"label":193,"url":194},"AppLovin Q4 2024 Earnings - CNBC","https://www.cnbc.com/2025/02/12/applovin-app-q4-earnings-2024.html",{"label":196,"url":191},"AppLovin Q1 2025: Apps Business Sale Announcement - IR",{"label":198,"url":191},"AppLovin Q4 2025 Earnings + Axon Rebrand - IR",{"label":200,"url":201},"AppLovin Q1 2026 Earnings - StockAnalysis","https://stockanalysis.com/stocks/app/","https://log.eurekapu.com/og/pages/general/beat-monitoring-APP.png?title=APP%20AppLovin%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=518a54ec78e36e4f",1779172236120]