🔴 APP is trading 4.3% down today on soft Q1 guidance despite Q4 beat

APP is trading at $437 (-4.3%) in after-hours as soft Q1 guidance overshadowed a strong Q4 earnings beat.

• Revenue grew 66% year-over-year to $1.66 billion with diluted EPS of $3.24, both exceeding consensus estimates.
• Adjusted EBITDA surged 82% to $1.40 billion with 84% margins, but Q1 2026 revenue guidance of $1.75–$1.78 billion disappointed investors amid high expectations.