AppLovin (APP)
Matches advertisers with mobile and web audiences while helping app publishers monetize inventory.
$328.69
After hours−0.07 (−0.02%)
At close$328.76(−0.43%)
In millions of USD, except per-share figures
| In millions | Q3 FY23Sep 2023 | Q4 FY23Dec 2023 | Q1 FY24Mar 2024 | Q2 FY24Jun 2024 | Q3 FY24Sep 2024 | Q4 FY24Dec 2024 | Q1 FY25Mar 2025 | Q2 FY25Jun 2025 | Q3 FY25Sep 2025 | Q4 FY25Dec 2025 | Q1 FY26Mar 2026 | Q2 FY26Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 864 | 953 | 1,058 | 711 | 835 | 1,373 | 1,159 | 1,259 | 1,405 | 1,658 | 1,842 | 1,924 |
| Cost of revenue | 265 | 274 | 294 | 122 | 121 | 320 | 152 | 155 | 175 | 184 | 204 | 226 |
| Gross profit | 599 | 680 | 764 | 589 | 714 | 1,052 | 1,007 | 1,104 | 1,230 | 1,474 | 1,639 | 1,698 |
| 413 | 410 | 424 | 205 | 180 | 444 | 167 | 146 | 151 | 199 | 199 | 204 | |
| Research & development | 159 | 151 | 155 | 99 | 81 | 169 | 56 | 44 | 44 | 82 | 94 | 100 |
| 254 | 259 | 269 | 106 | 99 | 275 | 111 | 102 | 107 | 117 | 105 | 104 | |
| Selling & marketing | 212 | 223 | 227 | 67 | 63 | 215 | 59 | 47 | 49 | 49 | 61 | 63 |
| General & administrative | 41 | 36 | 42 | 39 | 36 | 60 | 52 | 55 | 59 | 68 | 44 | 40 |
| Operating income | 186 | 270 | 340 | 384 | 534 | 608 | 840 | 958 | 1,079 | 1,275 | 1,440 | 1,494 |
| −77 | −91 | −72 | −67 | −67 | −93 | −45 | −74 | −58 | −22 | −9 | 11 | |
| Interest income | 1 | 0 | 0 | 0 | 8 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest expense | 79 | 67 | 74 | 74 | 75 | 94 | 53 | 51 | 51 | 51 | 51 | 51 |
| Other non-operating income | −1 | 19 | −3 | −8 | −8 | −1 | −8 | 22 | 7 | −29 | −43 | −62 |
| Income before tax | 109 | 179 | 268 | 318 | 468 | 515 | 795 | 884 | 1,021 | 1,253 | 1,431 | 1,506 |
| Income tax expense | 1 | 7 | 32 | 17 | 35 | −84 | 71 | 112 | 185 | 151 | 226 | 239 |
| Net income from continuing operations | 109 | 172 | 236 | 301 | 433 | 599 | 724 | 772 | 836 | 1,102 | 1,206 | 1,267 |
| Discontinued operations | 0 | 0 | 0 | 9 | 0 | 0 | −147 | 48 | 0 | 0 | 0 | 0 |
| Other adjustments | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net income | 109 | 172 | 236 | 310 | 434 | 599 | 576 | 820 | 836 | 1,102 | 1,206 | 1,267 |
| EPS, basic | $0.32 | $0.51 | $0.70 | $0.92 | $1.29 | $1.77 | $1.70 | $2.42 | $2.47 | $3.26 | $3.57 | $3.77 |
| EPS, diluted | $0.30 | $0.49 | $0.67 | $0.89 | $1.25 | $1.73 | $1.67 | $2.39 | $2.45 | $3.24 | $3.56 | $3.76 |
| Weighted average shares, basic | 341 | 337 | 336 | 336 | 337 | 339 | 340 | 339 | 339 | 338 | 337 | 337 |
| Weighted average shares, diluted | 357 | 347 | 349 | 348 | 348 | 346 | 345 | 342 | 341 | 340 | 339 | 338 |
| EBITDA | 310 | 370 | 455 | 501 | 642 | 737 | 927 | 982 | 1,107 | 1,337 | 1,516 | 1,557 |
| Depreciation & amortization | 122 | 119 | 113 | 109 | 100 | 128 | 80 | 47 | 35 | 33 | 34 | 0 |
| EBIT | 188 | 250 | 342 | 392 | 543 | 609 | 847 | 935 | 1,072 | 1,305 | 1,483 | 1,557 |