Earnings summaries and quarterly performance for AppLovin.
Executive leadership at AppLovin.
Board of directors at AppLovin.
Research analysts who have asked questions during AppLovin earnings calls.
James Heaney
Jefferies
7 questions for APP
Also covers: EA, IAC, IAS +9 more
Jason Bazinet
Citigroup
7 questions for APP
Also covers: CTV, FWONK, GENI +18 more
Martin Yang
Oppenheimer & Co. Inc.
7 questions for APP
Also covers: AMBA, CEVA, GLW +12 more
Omar Dessouky
Bank of America
7 questions for APP
Also covers: DV, IAS, MGNI +3 more
Alec Brondolo
Wells Fargo
6 questions for APP
Also covers: COMP, CRTO, DV +5 more
Matthew Cost
Morgan Stanley
6 questions for APP
Also covers: COMP, CTV, EA +8 more
Rob Sanderson
Loop Capital Markets LLC
6 questions for APP
Also covers: LIF, MNTN
Jim Callahan
Piper Sandler
5 questions for APP
Also covers: OPRA, U
Chris Kuntarich
UBS Group
4 questions for APP
Also covers: BIGC, COMP, DSP +6 more
Ralph Schackart
William Blair
4 questions for APP
Also covers: CARG, DIBS, DLB +6 more
Vasily Karasyov
Cannonball Research
4 questions for APP
Also covers: NYT, ROKU, TTD +1 more
Arsenije Matovic
Wolfe Research, LLC
3 questions for APP
Also covers: ALTR, ASAN, AZPN +5 more
Bernard McTernan
Needham & Company
3 questions for APP
Also covers: BBBY, BYON, CART +17 more
Christopher Kuntarich
UBS
3 questions for APP
Also covers: COMP, DSP, DUOL +6 more
Benjamin Black
Deutsche Bank AG
2 questions for APP
Also covers: BMBL, COMP, LYFT +10 more
Clark Lampen
BTIG, LLC
2 questions for APP
Also covers: DKNG, FLUT, FUBO +6 more
Clark Lampin
BTIG
2 questions for APP
Also covers: DKNG
Eric Sheridan
Goldman Sachs
2 questions for APP
Also covers: ABNB, ACVA, AMZN +42 more
Nathaniel Schindler
Scotiabank
2 questions for APP
Also covers: DSP, NEXN
William Lampen
BTIG
2 questions for APP
Also covers: DKNG, FLUT, SGHC +1 more
Clark Blandin
BTIG
1 question for APP
Cory Carpenter
JPMorgan Chase & Co.
1 question for APP
Also covers: ANGI, BMBL, EA +16 more
Jim Kelly
Piper Sandler
1 question for APP
Matthew Thornton
FBN Securities
1 question for APP
Also covers: ROKU
Mohammed Khallouf
HSBC
1 question for APP
Recent press releases and 8-K filings for APP.
AppLovin Discusses Gaming and Web Advertising Growth, Product Expansion, and Financial Discipline
APP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- AppLovin's CFO Matthew Stumpf highlighted the durability and growth of their gaming advertising, driven by the MAX marketplace and continuous improvements in the Axon model, which is expected to provide a multi-year runway for growth.
- CEO Adam Foroughi detailed the web advertising opportunity, noting the 17-month-old product is performing well with new cohorts, enhanced by a new Prospecting Campaigns tool and upcoming generative AI-enabled ad creative.
- Foroughi emphasized that a strategic shift towards e-commerce ads will benefit the ecosystem by enabling increased ad load due to shorter ad views, leading to better publisher monetization and more targeted gaming ads.
- The company launched a referral-based, self-serve ads manager and plans for full global general availability (GA) next year, leveraging automated quality control and performance marketing to scale advertiser acquisition.
- Matthew Stumpf reiterated financial discipline, expecting data center and GPU costs to remain around 10% of incremental revenue growth and performance marketing not to materially impact their low 80% EBITDA margin profile.
6 days ago
AppLovin Outlines Growth Strategy and Financials
APP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- AppLovin's MAX marketplace for gaming advertising is experiencing double-digit annual growth, driven by continuous technological improvements in the AXON model and diverse demand, providing a multi-year growth opportunity.
- The company recently launched Prospecting Campaigns for its web advertising platform, enabling advertisers to target new customers and significantly increasing new customer rates.
- AppLovin plans to introduce Generative AI-enabled ad creative tools to help e-commerce advertisers create platform-optimized ads, addressing the current issue of shorter social ads impacting potential spend.
- The self-serve Ads Manager, launched this quarter, is expected to be fully opened up in the first half of next year, supported by automated quality screening and performance marketing to rapidly grow advertiser count.
- Despite growth and investments, AppLovin anticipates maintaining its low 80% EBITDA margin range, with data center and GPU costs expected to remain around 10% of incremental revenue growth.
6 days ago
AppLovin Discusses Gaming and Web Advertising Growth, Product Enhancements, and Future Strategy
APP
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- AppLovin highlights continued growth in gaming advertising, driven by its MAX marketplace and ongoing enhancements to the Axon model, which is expected to provide a multi-year runway for improvement.
- The company's 17-month-old web advertising initiative is performing well, with the recent launch of Prospecting Campaigns enabling advertisers to target new customers more effectively.
- AppLovin plans to introduce generative AI for ad creative to help advertisers optimize content for its platform, aiming to unlock significant spending potential by addressing current creative limitations.
- A strategic focus on increasing the proportion of e-commerce ads is anticipated to dramatically increase ad load and improve ecosystem monetization, benefiting both AppLovin and publishers.
- AppLovin launched a referral-based self-serve ads manager and plans for full global general availability in the first half of next year, supported by automated quality screening and performance marketing to rapidly expand its advertiser base.
6 days ago
AppLovin Reports Strong Q3 Results, Raises Buyback Program, and Provides Q4 Guidance
APP
Earnings
Guidance Update
Share Buyback
- AppLovin reported Q3 revenue of $1.41 billion, a 68% year-over-year increase, and GAAP EPS of $2.45.
- The company provided Q4 revenue guidance in the range of $1.57–$1.60 billion and adjusted EBITDA guidance of $1.29 billion to $1.32 billion.
- Profitability significantly expanded, with an operating margin of 76.8% and a free cash flow margin of 74.7% in the third quarter.
- The board increased the share buyback program by $3.2 billion to $3.3 billion, while the company continues to navigate an SEC investigation into its data practices.
Nov 6, 2025, 10:37 AM
AppLovin Announces Q3 2025 Financial Performance and Strategic Updates
APP
Earnings
Guidance Update
Product Launch
- AppLovin reported Q3 2025 revenue of $1,405 million, a 68% year-over-year increase, with Adjusted EBITDA of $1,158 million (an 82% margin) and free cash flow of $1,049 million.
- For Q4 2025, the company anticipates revenue between $1,570 million and $1,600 million and Adjusted EBITDA between $1,290 million and $1,320 million, targeting an 82%-83% Adjusted EBITDA margin.
- The company launched its self-service platform on October 1, with early spend from new advertisers growing approximately 50% week-over-week, and plans to open the platform broadly in 2026.
- AppLovin was included in the S&P 500 and repurchased 1.3 million shares for $571 million in Q3 2025, with an incremental $3.2 billion added to its share repurchase authorization.
- Strategic focus includes improving models, ramping AI agents, testing generative AI-based ad creatives, and actively testing paid marketing for the Axon Ads platform.
Nov 5, 2025, 10:00 PM
AppLovin Reports Strong Q3 2025 Results and Provides Q4 Outlook
APP
Earnings
Guidance Update
Share Buyback
- AppLovin reported strong Q3 2025 financial results, with revenue of $1,405 million, a 68% year-over-year increase, and Adjusted EBITDA of $1,158 million, up 79% with an 82% margin.
- The company announced its inclusion in the S&P 500 and successfully launched its self-service platform on October 1, observing spend from these new advertisers growing around 50% week-over-week.
- During Q3 2025, AppLovin repurchased approximately 1.3 million shares for $571 million and increased its share repurchase authorization by an incremental $3.2 billion.
- For Q4 2025, AppLovin anticipates revenue between $1,570 million and $1,600 million and Adjusted EBITDA between $1,290 million and $1,320 million, targeting an 82%-83% Adjusted EBITDA margin.
Nov 5, 2025, 10:00 PM
APP Reports Strong Q3 2025 Results and Provides Q4 Guidance
APP
Earnings
Guidance Update
Share Buyback
- APP reported strong Q3 2025 financial results, with revenue of $1,405 million, up 68% year over year, and adjusted EBITDA of $1,158 million, up 79% at an 82% margin.
- The company was included in the S&P 500 and successfully launched its self-service platform on October 1, which is already seeing advertiser spend grow approximately 50% week over week.
- For Q4 2025, APP anticipates revenue between $1,570 million and $1,600 million and adjusted EBITDA between $1,290 million and $1,320 million, targeting an 82%-83% margin.
- APP repurchased 1.3 million shares for $571 million during Q3 2025 and increased its share repurchase authorization by an incremental $3.2 billion.
Nov 5, 2025, 10:00 PM
AppLovin announces strong Q3 2025 financial results and increased share repurchase authorization
APP
Earnings
Guidance Update
Share Buyback
- AppLovin reported significant financial growth for the third quarter of 2025, with revenue increasing 68% to $1.41 billion and net income rising 92% to $835.5 million compared to the same period in 2024.
- Adjusted EBITDA grew 79% to $1.16 billion in Q3 2025, while Free Cash Flow reached $1.05 billion.
- During Q3 2025, the company repurchased 1.3 million shares of its Class A common stock for a total cost of $571 million.
- The board of directors increased the share repurchase authorization by an incremental $3.2 billion, bringing the total remaining authorization to $3.3 billion as of the end of October.
- For the fourth quarter of 2025, AppLovin provided guidance forecasting revenue between $1.57 billion and $1.60 billion and Adjusted EBITDA between $1.29 billion and $1.32 billion, with an Adjusted EBITDA margin of 82% to 83%.
Nov 5, 2025, 9:07 PM
AppLovin Announces Third Quarter 2025 Financial Results and Provides Q4 2025 Guidance
APP
Earnings
Guidance Update
Share Buyback
- AppLovin reported revenue of $1,405 million for the third quarter of 2025, marking a 68% increase year-over-year, with net income of $836 million and Adjusted EBITDA of $1,158 million.
- The company generated $1.05 billion in Free Cash Flow during the third quarter of 2025.
- During Q3 2025, AppLovin repurchased 1.3 million shares for $571 million, and its board increased the share repurchase authorization by an additional $3.2 billion, bringing the total remaining authorization to $3.3 billion as of the end of October.
- For the fourth quarter of 2025, AppLovin anticipates revenue between $1,570 million and $1,600 million and Adjusted EBITDA between $1,290 million and $1,320 million.
Nov 5, 2025, 9:05 PM
AppLovin Discontinues Array Product Amid Allegations
APP
Product Launch
Legal Proceedings
Demand Weakening
- AppLovin has discontinued its Array software following allegations of unauthorized app downloads, though the company denies these claims, asserting downloads require explicit user consent.
- The decision to terminate the Array product was also influenced by its financial non-viability and user complaints.
- Despite the controversy, AppLovin demonstrates strong financial performance with robust revenue growth, high operating and net margins, and solid liquidity, including a current and quick ratio of 2.74.
- However, the company faces concerns including a high debt-to-equity ratio of 3.01, significant insider selling with 21 transactions over the past three months, and a stock valuation that appears significantly overvalued.
Oct 15, 2025, 3:39 PM
Quarterly earnings call transcripts for AppLovin.
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