Citable filing context
APP's research view summarizes recent SEC filing context, starting with earnings from Aug 5, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 5, 2026 | earnings | AppLovin reported Q2 2026 revenue of $1.92 billion and net income of $1.27 billion. |
| Jun 5, 2026 | other | AppLovin stockholders elected nine directors and approved several proposals at the annual meeting on June 3, 2026. |
| May 6, 2026 | earnings | AppLovin reported Q1 2026 revenue of $1.84 billion, a 59% increase year-over-year. |
| Aug 5, 2026 | Guidance: adjusted_ebitda | 1710.00 to 1740.00 |
| Aug 5, 2026 | Guidance: adjusted_ebitda_margin | 83.00 to 83.00 |
| Aug 5, 2026 | Guidance: revenue | 2055.00 to 2085.00 |
| Aug 5, 2026 | mda_quarterly | AppLovin continues to demonstrate strong financial momentum, driven primarily by its AI-powered advertising solution, AppLovin Ads. For the six months ended June 30, 2026, revenue grew 56% year-over-year to $3.77 billion, fueled by a 75% increase in net revenue per installation, which more than offset a 10% decline in installation volume. The company operates as a single segment, leveraging its Axon AI recommendation system to optimize advertiser spend. Profitability has expanded significantly, with net income reaching $2.47 billion for the first half of 2026, compared to $1.40 billion in the prior-year period. Adjusted EBITDA margin improved to 84.2%, reflecting operational efficiency despite increased investments in R&D to support AI capabilities and cloud infrastructure. The company maintains a robust liquidity position with $3.05 billion in cash and cash equivalents. Capital allocation remains focused on shareholder returns, with $1.5 billion utilized for share repurchases during the first half of 2026, leaving $1.8 billion remaining under the current authorization. Key risks include potential policy shifts by major third-party platforms like Apple and Google, which could impact advertising effectiveness, and the ongoing need to navigate an evolving global regulatory landscape regarding data privacy and AI. |
| May 6, 2026 | mda_quarterly | Revenue grew 59% year-over-year to $1.84 billion for the first quarter of 2026, primarily driven by the Axon Ads Manager. Despite an 18% decline in installation volume, net revenue per installation increased 93%, reflecting the enhanced performance of the Axon AI recommendation engine. Adjusted EBITDA rose to $1.56 billion, achieving an 84.5% margin, while free cash flow reached $1.29 billion. The company is strategically pivoting toward non-gaming verticals, specifically e-commerce and connected TV (CTV), following the divestiture of its non-core Apps Business to Tripledot. Liquidity remains strong with $2.8 billion in cash and cash equivalents. AppLovin continues aggressive capital return, repurchasing $1.0 billion of Class A common stock during the quarter, with $2.3 billion remaining under the current program. Primary operational risks include the significant market power of the Apple App Store and Google Play Store regarding distribution and data access, alongside evolving global privacy and AI regulations. Future success depends on the company's ability to attract new clients and scale AI capabilities to maintain a competitive advantage within the advertising ecosystem. |
Source: SEC EDGAR filing text and events; period Aug 5, 2026; filed Aug 5, 2026.
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