汇量居然一点都不跟涨……

$Applovin(APP)$
In March 2024, we entered into Amendment No. 10 to the Credit Agreement which reduces the interest rate margin from 3.1% to 2.5% with respect to SOFR loans (or from 2.0% to 1.5% with respect to base rate loans). In connection with the amendment, we increased the aggregate principal amount of the 2030 Term Loan to $2.09 billion and reduced the aggregate principal amount of the 2028 Term Loan to $1.46 billion. The other material terms of the Credit Agreement remain unchanged.
把2028的term中的一部分推到2030，整体利息降了0.6%，现在大概8.3%利息。
CC上没人问这个问题，去年业务开始扭转之后，pay down了600M左右的debt，之后就没动过。
这个Q用了750M来回购，回报肯定是正的，但是现在CF改善了还留这么大块debt好像也没太大必要。长期来说，cover肯定没问题，但是会是drag。