Applovin Corporation (APP) Q2 2025 Earnings Call

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WEBVTT 00:00:00.706 -- 00:00:05.233 Welcome to Applovin's earnings call for the second quarter into June 30th, 2025. 00:00:05.233 -- 00:00:07.896 I'm David Zhao, Head of Investor Relations. 00:00:07.896 -- 00:00:13.064 Joining me today to discuss our results are Adam Ferughi, our Co-Founder, CEO, and Chairperson, 00:00:13.064 -- 00:00:18.211 and Matt Stumpf, our CFO. Please note, our SEC filings to date, as well as our financial 00:00:18.211 -- 00:00:23.876 update and press release discussing our second quarter performance are available at investors.applevin.com. 00:00:24.837 -- 00:00:28.182 During today's call, we will be making forward-looking statements, including but not 00:00:28.182 -- 00:00:32.649 limited to the future development and reach of our platform, including the expected timing 00:00:32.649 -- 00:00:38.058 of product launches, our expected growth opportunities, the efficiency of our operations, 00:00:38.058 -- 00:00:42.625 the expected future financial performance of the company, and other future events. 00:00:42.625 -- 00:00:46.391 These statements are based on our current assumptions and beliefs, and we assume no obligation 00:00:46.391 -- 00:00:51.058 to update them except as required by law. Our actual results may differ materially from 00:00:51.058 -- 00:00:55.174 the results predicted. We encourage you to review the risk factors and are most recently 00:00:55.174 -- 00:00:59.557 filed Form 10-Q for the first quarter ended March 31, 2025. 00:01:00.040 -- 00:01:03.984 Additional information may also be found on our quarterly report on Form 10-Q for the 00:01:03.984 -- 00:01:06.708 fiscal quarter ended June 30, 2025, 00:01:06.708 -- 00:01:08.850 which will be filed today. 00:01:08.850 -- 00:01:11.713 We will also be discussing non-GAAP financial mea...