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AppLovin Corporation

NASDAQ•APP
CEO: Mr. Adam Arash Foroughi
セクター: Technology
業種: Software - Application
上場日: 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.
連絡先情報
1100 Page Mill Road, Palo Alto, CA, 94304, United States
800-839-9646
www.applovin.com
時価総額
$155.01B
PER (TTM)
46.5
69.8
配当利回り
--
52週高値
$745.61
52週安値
$200.50
52週レンジ
47%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2019-2025

財務ダッシュボード

Q4 2025 データ

売上高

$1.66B+0.00%
直近4四半期の推移

EPS

$3.26+0.00%
直近4四半期の推移

フリーCF

$1.29B+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (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%

粗利益率 (最新四半期)

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

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
SHOP$160.47B129.710.0%2.4%
APP$155.01B46.5249.2%48.8%
INTU$122.43B28.322.2%22.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.8%
緩やかな成長
4四半期純利益CAGR
24.1%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし