Core Insights - The advertising company reported a significant revenue increase of 66%, reaching $1.66 billion compared to $599.2 million in the previous year [1] Financial Performance - Revenue surged to $1.66 billion, marking a 66% increase year-over-year [1] - Previous year's revenue was reported at $599.2 million [1]

Exhibit 99.1 AppLovin Announces Fourth Quarter and Full Year 2025 Financial Results PALO ALTO – February 11, 2026 – AppLovin Corporation (NASDAQ: APP) ("AppLovin"), a leading marketing platform, today announced financial results for the quarter and full year ended December 31, 2025 and posted a financial update on its Investor Relations website located at https://investors.applovin.com. Fourth Quarter and Full Year 2025 Financial Highlights: | | Quarter Ended | | | Year Ended | | | | --- | --- | --- | --- | ...

Short seller CapitalWatch did something you rarely see on Wall Street — it issued an apology. CapitalWatch retracted key portions of a January report that accused Hao Tang, a major AppLovin (APP) shareholder, of ties to criminal syndicates and money laundering operations. The move sent AppLovin shares soaring 14% as investors breathed a collective sigh of relief. "Descriptions asserting direct connections between Mr. Tang and Chen Zhi, Prince Group, Jin Bei Group, Tang Jun, and Yang Zhihui were inaccurat ...

Group 1: MongoDB - MongoDB has shown significant growth in its cloud database services, with a reported revenue increase of 50% year-over-year, reaching $300 million in the last quarter [1] - The company continues to expand its customer base, adding over 1,000 new customers in the last quarter, bringing the total to over 40,000 [1] - MongoDB's focus on enhancing its product offerings, including new features for data analytics and machine learning, is expected to drive further adoption [1] Group 2: Cloudflare Inc - Cloudflare Inc reported a revenue increase of 47% year-over-year, totaling $250 million for the last quarter [1] - The company has successfully expanded its global network, now serving over 30 million internet properties, which enhances its market position [1] - Cloudflare's investment in security features has attracted a diverse range of clients, contributing to its strong growth trajectory [1] Group 3: Applovin Corp - Applovin Corp experienced a revenue growth of 35% year-over-year, reaching $200 million in the last quarter [1] - The company is focusing on expanding its advertising platform, which has seen increased demand from mobile app developers [1] - Applovin's strategic partnerships with major gaming companies are expected to enhance its market share and revenue potential [1]

AppLovin Corporation (NASDAQ:APP) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 11.Analysts expect the Palo Alto, California-based company to report quarterly earnings at $2.94 per share, up from $1.73 per share in the year-ago period. The consensus estimate for AppLovin's quarterly revenue is $1.61 billion, versus $1.37 billion a year earlier, according to data from Benzinga Pro.On Nov. 5, Applovin reported better-than-expected third-quarter financial resul ...

Core Insights - The software sector is currently experiencing a challenging period, with major companies like Apploven and Palanteer showing only modest gains compared to their previous highs from last year [1][2]. Group 1: Market Trends - The software sector has faced a significant decline, with top names struggling to regain their former performance levels [2]. - A downward sloping trend line has been established, indicating a failure to surpass previous highs from September and December [3]. - Key horizontal levels to monitor include 410, 386, 507, and 570, which represent various significant price points and gaps [4]. Group 2: Technical Analysis - The current price is below moving averages, with the yearly 251-day EMA at 478 [4]. - The volume profile study indicates a heavy trading area near 347, with increased activity around the 400 level [5]. - Resistance levels are identified at 445 and 550, which could impact future price movements [5]. Group 3: Trading Strategy - A neutral to bullish trade example is proposed, targeting a February 20th option with an expected move range of plus or minus 17% [6]. - The suggested trade involves a $2 credit for a 400/390 put vertical, with a maximum profit of $200 and a maximum loss of $800 [7]. - The break-even point for this trade is set at 398, which is approximately 13.5% below the current level [8].

Core Viewpoint - Applovin Corp's stock has shown a significant increase following the retraction of negative statements by short seller CapitalWatch, with expectations for strong earnings in the upcoming report [1][2]. Group 1: Stock Performance - Applovin's stock rose by 1.9% to $469.19, building on a previous 13.2% increase [1]. - The stock has a history of positive post-earnings performance, finishing higher after all eight of its last earnings reports, with an average increase of 18.5% [2]. - Currently, the stock is down 29.9% in 2026 but has gained 15.5% this week [3]. Group 2: Earnings Expectations - Analysts expect earnings of $2.89 per share for the upcoming quarter, representing a year-over-year increase of 67.05% [2]. - The options market is pricing in a 21.9% swing for this earnings report, indicating high volatility expectations [2]. Group 3: Short Interest - Short interest in Applovin's stock is at 5.8% of the available float, suggesting a potential for short covering, which would take over three days at the current trading pace [3].

As you can see on the chart below, the $466 level has been important for AppLovin.Last August, it was resistance. After reaching this resistance, the shares rolled over and went lower.After this resistance broke in September, $466 converted into support. This happened because some of the people who sold shares at this price regretted it when the resistance broke, and the stock rose.Many of them decided to buy back their shares at the selling prices if they could. These buy orders that were placed buy these ...

Core Viewpoint - The article emphasizes the importance of identifying market asymmetries that offer a positive reward-to-risk ratio, focusing on high-quality companies with strong cash flow and fair pricing relative to their value [1]. Group 1: Investment Strategy - The investment strategy is centered around long-term investments in companies that possess a wide economic moat, ensuring competitive advantages in their respective industries [1]. - The focus is on sectors such as technology and semiconductors, indicating a targeted approach to equity research [1]. Group 2: Research Interests - The research interests are specifically highlighted in technology and semiconductors, suggesting a deep dive into these sectors for potential investment opportunities [1].

A long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash flow and trade at a fair price relative to their value. My research interests cover technology & semiconductors. Please feel free to subscribe to my channel to support its development.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned ...