
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
時価総額
$127.20B
PER (TTM)
38.2
62.6
配当利回り
--
52週高値
$745.61
52週安値
$200.50
52週レンジ
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
$0.00+0.00%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Revenue Growth Strong Nine months revenue reached $3.823B USD, marking a 72% increase over prior period driven by Axon Advertising.
Profitability Margin Expansion Net Income Margin improved to 58.4% for nine months, up from 44.1% last year following Apps Business divestiture.
Robust Operating Cash Flow Net cash provided by operating activities totaled $2.657B USD for the nine months ended September 30, 2025.
Significant Share Buyback Repurchased $1.8B USD of Class A common stock during the nine months ended September 30, 2025.
リスク要因
Legal Proceedings Exposure Securities and derivative litigation ongoing; ultimate outcome and potential loss exposure remain uncertain despite confidence in defenses.
Platform Policy Changes Reliance on third-party platforms like Apple/Google; policy changes regarding tracking could impact advertising effectiveness and revenue.
AI Regulatory Uncertainty Development and use of AI technologies face uncertain and evolving governmental scrutiny, litigation, and IP risks.
International Expansion Risks Global operations face risks from geopolitical instability, trade tariffs, and varying international regulatory regimes.
見通し
Invest in Technology Innovation Plan continued investment in R&D and AI capabilities, including Axon AI, to enhance advertising solutions and expand verticals.
Client Retention Focus Future success relies on retaining existing clients and increasing their spend across advertising solutions to drive revenue.
Global Client Acquisition Future growth depends partly on acquiring new clients globally, targeting expansion outside mobile gaming into areas like e-commerce.
TikTok Exploration Preliminary Indication of interest to purchase TikTok is preliminary; transaction success and investor perception remain uncertain.
同業比較
売上高 (TTM)
INTU$19.43B
SHOP$11.56B
WDAY$9.23B
粗利益率 (最新四半期)
APP95.2%
ASAN88.9%
MNDY88.8%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| SHOP | $148.18B | 119.8 | 10.0% | 1.2% |
| APP | $127.20B | 38.2 | 249.2% | 48.8% |
| INTU | $105.56B | 25.7 | 21.4% | 20.4% |
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
EPS:-
|売上高:-
財務レポート
財務データ
ニュース
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月5日|売上高: $1.41B+68.2%|EPS: $2.47+91.5%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年8月6日|売上高: $1.26B+77.0%|EPS: $2.42+163.0%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $1.48B+40.3%|EPS: $1.70+142.9%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月27日|売上高: $4.71B+43.4%|EPS: $4.68+363.4%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月6日|売上高: $835.19M-3.4%|EPS: $1.29+303.1%予想通りForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月7日|売上高: $711.02M-5.2%|EPS: $0.92+318.2%予想通りForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月8日|売上高: $1.06B+47.9%|EPS: $0.70-5885.1%予想を上回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年2月26日|売上高: $3.28B+16.5%|EPS: $1.01+294.2%予想を上回る