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AppLovin Corporation

NASDAQ•APP
CEO: Mr. Adam Arash Foroughi
Sector: Technology
Industry: Software - Application
Listing Date: 2021-04-15
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Software Platform and Apps. The company's software solutions include AppDiscovery, a marketing software solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding software that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and tools needed to grow their apps from early stage to maturity; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, ContentDiscovery, and Global FAST Pass products. It also offers SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single and direct RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, indie studio developers, and internet platforms. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.
Contact Information
1100 Page Mill Road, Palo Alto, CA, 94304, United States
800-839-9646
www.applovin.com
Market Cap
$148.33B
P/E (TTM)
44.5
63
Dividend Yield
--
52W High
$745.61
52W Low
$200.50
52W Range
44%
Rank45Top 56.8%
3.6
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 3.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2025

Financial Dashboard

Q4 2025 Data

Revenue

$1.66B+0.00%
4-Quarter Trend

EPS

$3.26+0.00%
4-Quarter Trend

FCF

$1.29B+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Soars 70% Revenue reached $5.481B in 2025, marking a 70% increase from 2024, driven by improved Axon Ads Manager performance.
Net Income More Than Doubles Net income hit $3.334B in 2025, growing 110% over 2024 results, reflecting strong operational leverage and profitability.
Adjusted EBITDA Margin High Adjusted EBITDA reached $4.512B with an 82.3% margin in 2025, demonstrating superior core operating performance.
Apps Business Divestiture Closed Completed sale of Apps business for $400.0M cash plus equity, shifting focus entirely to the advertising solutions segment.

Risk Factors

Third-Party Platform Policy Changes Changes by Apple/Google on IDFA or data access could severely impact advertising solution effectiveness and overall revenue generation.
Cybersecurity Incident Exposure Risk of security breaches, data disclosure, or cyberattacks remains high, potentially harming reputation and disrupting critical operations.
Volatile Stock Price Risk Class A common stock price volatility is expected due to market factors, potentially leading to investor loss or securities litigation.
Litigation and Regulatory Scrutiny Ongoing securities litigation and evolving global privacy/AI regulations create compliance burdens and potential financial liabilities.

Outlook

Enhance AI Capabilities Focus on enhancing Axon AI recommendation engine efficiency and efficacy through continued investment in technology development.
Expand Into New Verticals Strategy includes expanding advertising solutions into web-based e-commerce and growing the Connected TV business via Wurl.
Pursue Strategic Transactions Plan to leverage proven track record to pursue strategic acquisitions, partnerships, and investment opportunities for growth acceleration.
Attract and Retain Key Talent Continued investment in attracting and retaining highly skilled employees, especially in competitive AI and engineering fields, is critical.

Peer Comparison

Revenue (TTM)

INTU stock ticker logoINTU
$20.12B
+17.2%
SHOP stock ticker logoSHOP
$11.56B
+30.1%
WDAY stock ticker logoWDAY
$9.55B
+13.1%

Gross Margin (Latest Quarter)

APP stock ticker logoAPP
88.9%
+2.0pp
MNDY stock ticker logoMNDY
88.8%
-0.9pp
ASAN stock ticker logoASAN
87.8%
-0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
SHOP$159.05B128.610.0%2.4%
APP$148.33B44.5249.2%48.8%
INTU$120.64B27.922.2%22.0%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.8%
Moderate Growth
4Q Net Income CAGR
24.1%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 5, 2026
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No Data