Applovin Corporation (APP) Q3 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.058 Welcome to Applovin's earnings call for the third quarter ended September 30th, 2025. 00:00:05.058 -- 00:00:07.802 I'm David Chao, Head of Investor Relations. 00:00:07.802 -- 00:00:12.608 Joining me today to discuss our results are Adam Ferughi, our co-founder, CEO, and chairperson, 00:00:12.608 -- 00:00:14.931 and Matt Stumpf, our CFO. 00:00:14.931 -- 00:00:18.897 Please note our SEC filings to date, as well as our financial update and press release 00:00:18.897 -- 00:00:23.661 discussing our third quarter performance are available at investors.applovin.com. 00:00:24.702 -- 00:00:28.006 During today's call, we will be making forward-looking statements, including but not 00:00:28.006 -- 00:00:32.352 limited to the future development and reach of our platform, including the expected timing 00:00:32.352 -- 00:00:37.779 of product launches, our share repurchase program, the efficiency of our operations, 00:00:37.779 -- 00:00:42.325 the expected future financial performance of the company, and other future events. 00:00:42.325 -- 00:00:45.949 These statements are based on our current assumptions and beliefs, and we assume no obligation 00:00:45.949 -- 00:00:50.655 to update them except as required by law. Our actual results may differ materially from 00:00:50.655 -- 00:00:55.317 the results predicted. We encourage you to review the risk factors in our most recently 00:00:55.317 -- 00:01:00.080 filed Form 10-Q for the second quarter ended June 30th, 2025. 00:01:00.903 -- 00:01:05.628 Additional information may also be found in our quarterly report on Form 10-Q for the 00:01:05.628 -- 00:01:08.411 fiscal quarter ended September 30th, 2025, 00:01:08.411 -- 00:01:13.416 which will be filed today. We will also be discussing non-GAAP financi...