APPAppLovin
Price
-55%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
Our mission is to create meaningful connections between companies and their ideal customers. We provide end-to-end artificial intelligence-powered ("AI") advertising solutions for businesses to reach, monetize and grow their global audience. Our scaled business model is intricately linked to the advertising ecosystem, providing a durable competitive advantage. We generate revenue when our advertisers achieve their return on advertising spend targets with our advertising solutions, ensuring that their success directly fuels our growth.
In the company’s own words · 10-K filed Feb 19, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
AppLovin (APP) reported revenue of $1.92B in Q2 2026 (quarter ended Jun 30, 2026), up 53% from the same quarter a year earlier. That came with a gross margin of 88% and net income of $1.27B (66% of revenue). For the full year FY2025, revenue was $5.48B (+70% year on year) and net income $3.33B. Its largest segment in Q1 2025 (quarter ended Mar 31, 2025) was Advertising at $1.16B, 39.0% of the disclosed total, just ahead of Reportable at 39.0%. The next results filing is expected around Nov 4, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 5, 2026AppLovin Announces Second Quarter 2026 Financial Results.Earnings release · press release
- May 6, 2026AppLovin Announces First Quarter 2026 Financial Results.Earnings release · press release
- Apr 7, 2026Executive Transitions On April 7, 2026, AppLovin Corporation (the “Company”) announced that on April 2, 2026, Basil Shikin informed the Company that he will step down from his role as Chief Technology Officer, effective as of July 1, 2026.Director or officer change · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q1 2025 · $2.97BThe company’s own SEC segment disclosure.
- Advertising$1.16B39%
- Reportable$1.16B39%
- Apps$325.0M11%
- Apps Revenue In App Purchases$227.5M8%
- Apps Revenue In App Advertising$97.5M3%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
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