Aug. 16 at 9:10 PM
$APP is getting really interesting to me.
Advertising revenue:
Q2 2025:
$1.26B
Q2 2026:
$1.92B
That’s 53% YoY growth.
The stock got crushed after earnings because the quarter and outlook came in below expectations, but the actual business is still growing at a ridiculous rate.
This is exactly why
$APP is now on my watchlist.
The big question is whether the recent slowdown is temporary or the start of something bigger.