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.
JH
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
MY
Martin Yang
Oppenheimer & Co. Inc.
7 questions for APP
Also covers: AMBA, CEVA, GLW +12 more
OD
Omar Dessouky
Bank of America
7 questions for APP
Also covers: DV, IAS, MGNI +3 more
AB
Alec Brondolo
Wells Fargo
6 questions for APP
Also covers: COMP, CRTO, DV +5 more
MC
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
JC
Jim Callahan
Piper Sandler
5 questions for APP
Also covers: OPRA, U
CK
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
VK
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
BB
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
CL
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
WL
William Lampen
BTIG
2 questions for APP
Also covers: DKNG, FLUT, SGHC +1 more
CB
Clark Blandin
BTIG
1 question for APP
CC
Cory Carpenter
JPMorgan Chase & Co.
1 question for APP
Also covers: ANGI, BMBL, EA +16 more
JK
Jim Kelly
Piper Sandler
1 question for APP
MT
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 Growth, New Ad Products, and Capital Allocation
APP
Product Launch
Share Buyback
New Projects/Investments
- AppLovin anticipates its mobile gaming vertical will sustain 20%-30% growth year-over-year, supported by the MAX Marketplace and ongoing Axon model enhancements.
- The new Axon self-serve platform for non-gaming advertisers, launched October 1st, is experiencing 50% week-over-week growth in its referral state, with new prospecting tools enabling "universally phenomenal" new customer acquisition.
- The company is developing AI-based creative tools to help new advertisers, particularly in e-commerce and small businesses, optimize ads for its platform, with image generation tools costing about $1 per image and video generation being more complex and costly.
- AppLovin expects a positive, gradual impact from direct payments in mobile gaming, projecting App Store fees to decrease from 30% to the 15%-20% range over 2026 and beyond, which should eventually increase advertising spend on platforms like theirs.
- The company plans to continue its share buyback program, with an increased authorization of $3.2 billion, while maintaining a lean operational structure with approximately 900 total headcount.
Dec 9, 2025, 10:35 AM
AppLovin Discusses Gaming Growth, Non-Gaming Expansion, and Capital Allocation
APP
Product Launch
New Projects/Investments
Share Buyback
- AppLovin anticipates continued 20%-30% growth in its mobile gaming advertising business, driven by the MAX Marketplace and ongoing Axon model enhancements.
- The Axon self-serve platform for non-gaming advertisers has achieved a $1 billion run rate spend from over 600 e-commerce advertisers, with a new prospecting tool significantly improving new customer acquisition.
- The company plans to roll out AI-based image generation tools to customers soon and aims to acquire 182,500 new customers for its Axon Ads Manager within a year by investing $1 million daily in advertising.
- AppLovin maintains a lean operational structure with approximately 900 employees and intends to continue its $3.2 billion share buyback program.
Dec 9, 2025, 10:35 AM
AppLovin Discusses Gaming Growth, Self-Serve Platform Expansion, and Capital Allocation
APP
Product Launch
Share Buyback
New Projects/Investments
- AppLovin anticipates 20%-30% growth in its mobile gaming business, driven by the MAX Marketplace and continuous improvements to its Axon model.
- The company launched its self-serve platform for e-commerce on October 1st, with a new prospecting tool yielding "universally phenomenal" results for new customer acquisition, and is seeing 50% week-over-week growth in its referral state.
- AppLovin plans to roll out an AI-based image generation model for advertisers soon, costing approximately $1 per image, to help new customers create optimized ad creatives.
- The company increased its share buyback authorization by $3.2 billion and anticipates acquiring 182,500 new customers annually for its self-serve platform by spending $1 million a day on marketing.
Dec 9, 2025, 10:35 AM
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.
Dec 2, 2025, 5:55 PM
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.
Dec 2, 2025, 5:55 PM
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.
Dec 2, 2025, 5:55 PM
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
Quarterly earnings call transcripts for AppLovin.
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