Applovin Corp - Class A NASDAQ:APP Price, Chart, News & Insight

AppLovin Jumps 16% Premarket as Revenue Surges 55% and Q4 Outlook Stays Strong

AppLovin (NASDAQ: APP) shares jumped about 16% in premarket trading after the company reported record third-quarter revenue and profit, alongside a strong fourth-quarter outlook.

Revenue rose 55% year over year to $2.18 billion, while net income increased 72% to $1.44 billion. Adjusted EBITDA climbed 59% to $1.84 billion, representing an 84% margin.

Diluted EPS reached $4.30, while both operating cash flow and free cash flow were approximately $1.4 billion for the quarter.

AppLovin also continued returning capital to shareholders, repurchasing or withholding 4.1 million shares for $1.4 billion during the quarter. The board later increased the company’s share repurchase authorization by $3.2 billion, bringing total authorization to $3.6 billion.

For the fourth quarter, AppLovin expects revenue of $2.365 billion to $2.395 billion and adjusted EBITDA of $1.995 billion to $2.025 billion, implying an 84%-85% margin.

The 16% premarket gain appears to reflect the combination of rapid revenue growth, exceptional profitability, strong cash generation and a Q4 outlook showing that momentum remains intact.

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Global Finance News 11-05-26

AppLovin Surges 3.55% in Premarket as First Quarter Results Shatter Expectations

AppLovin is one of the standout premarket movers today, with shares climbing 3.55% after the company released a first quarter 2026 earnings report that delivered across every major metric. Revenue, profit, margins, and cash generation all came in at levels that left little for investors to critique, and guidance for the current quarter pointed to further acceleration.

Revenue for the quarter ended March 31, 2026 reached $1.84 billion, a 59% increase compared to the same period a year ago. Net income more than doubled, rising 109% to $1.21 billion, while net income from continuing operations grew 67% to the same figure. The net margin stood at 65%, a meaningful step up from 50% in the prior year period. Basic earnings per share came in at $3.57, compared to $1.70 a year earlier — though that prior-year figure was weighed down by losses from discontinued operations. On a continuing operations basis, the improvement was a clean 67%.

The adjusted EBITDA figure is where the report's quality truly stands out. AppLovin generated $1.56 billion in adjusted EBITDA in the quarter, representing an 85% margin — up from 81% a year ago. That level of profitability is exceptional for a company still growing revenue at nearly 60%, and it reflects the highly scalable nature of the company's AI-powered marketing platform. Costs and expenses grew only modestly relative to revenue, with total costs of $402 million against $1.84 billion in revenue, underlining the operating leverage embedded in the business model.

Cash generation was equally impressive. Net cash from operating activities reached $1.29 billion, and free cash flow came in at $1.29 billion as well, with minimal capital expenditure requirements. The company ended the quarter with $2.76 billion in cash and cash equivalents, up from $2.49 billion at the end of 2025, even after returning $1 billion to shareholders through share repurchases and related tax withholding payments during the quarter.

Looking ahead, AppLovin guided for second quarter 2026 revenue of between $1.915 billion and $1.945 billion, with adjusted EBITDA of $1.615 billion to $1.645 billion and an adjusted EBITDA margin of 84% to 85%. The guidance implies continued strong momentum and suggests the company sees no signs of deceleration in demand for its advertising technology platform.

The 3.55% premarket gain reflects a market that sees AppLovin as one of the cleaner AI monetization stories in the market — a company not just building AI infrastructure, but generating billions in cash flow from deploying it at scale today.

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The Investor 05-07-26

AppLovin Corporation, (NASDAQ: APP) announced that it will report financial results for the first quarter ended March 31, 2026 on Wednesday, May 6, 2026 after the stock market closes.

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Global Finance News 04-03-26

AppLovin announced that its Axon platform has launched a fully automated AI system to generate interactive advertising creatives for advertisers.

The system uses a multi-agent AI pipeline that automatically gathers brand context, generates concepts, produces creative assets using image and video models, and performs quality checks before delivering ready-to-use interactive ads. Advertisers can opt in and receive multiple interactives within minutes without needing to design them manually.

Initial rollout results show hundreds of advertisers using the feature and thousands of AI-generated interactives already deployed. The company plans to expand the system to automatically generate videos and playable ads, aiming to automate the full advertising creative process and allow advertisers to scale campaigns more easily.

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Global Finance News 03-06-26

AppLovin Corporation (NASDAQ: APP) reported strong fourth quarter and full-year 2025 results.

Fourth quarter revenue rose 66% year over year to $1.66 billion, while net income increased 84% to $1.10 billion. Adjusted EBITDA grew 82% to $1.40 billion.

For full-year 2025, revenue increased 70% to $5.48 billion. Net income more than doubled, up 111% to $3.33 billion, and adjusted EBITDA rose 87% to $4.51 billion.

Operating cash flow reached $1.31 billion in Q4 and $3.97 billion for the full year, with full-year free cash flow of $3.95 billion. The company repurchased $2.58 billion of shares in 2025.

For Q1 2026, AppLovin expects revenue of $1.75–$1.78 billion and adjusted EBITDA of $1.47–$1.50 billion, implying an 84% adjusted EBITDA margin.

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European Investor 02-12-26

AppLovin has rebranded its advertising business as **Axon**, expanding beyond gaming into performance advertising for all types of businesses. Since launching Axon AI technology, the company has quietly onboarded hundreds of e-commerce and web advertisers, adding integrations like Shopify apps, Dynamic Product Ads, and credit card billing to make setup and measurement easier. With this shift, AppLovin has also divested its remaining apps business to fully focus on advertising.

The new **Axon Ads Manager**, opening on a referral basis starting October 1, offers self-service access with transparent tools, merchant integrations, and AI-powered real-time bidding designed to maximize returns. Backed by access to over a billion daily active users in mobile games, Axon promises advertisers broad reach and improved efficiency. Existing clients can refer peers, with new advertisers receiving $5,000 in ad credit after matching spend. CEO Adam Foroughi emphasized that while Axon is broadening its scope, gaming partners remain central, and the expansion will only enhance results by fueling smarter AI models.

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The Investor 10-01-25

AppLovin Finalizes $400 Million Sale of Mobile Gaming Business to Tripledot Studios

Palo Alto – July 1, 2025 – AppLovin (NASDAQ: APP) has completed the sale of its mobile gaming division to Tripledot Studios for $400 million in cash and a 20% equity stake in Tripledot. The deal, originally announced in May, closed on June 30 following regulatory approvals.

The divested portfolio includes 10 studios such as Machine Zone, Magic Tavern, PeopleFun, and Lion Studios—developers of hit titles like Wordscapes, Cooking Madness, and Project Makeover. AppLovin CEO Adam Foroughi said the transaction allows the company to focus solely on its core marketing platform and AI solutions.

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WS Investor 07-01-25

AppLovin Shareholders Approve Director Slate and Auditor Appointment at 2025 Annual Meeting

AppLovin Corporation held its 2025 Annual Meeting of Stockholders on June 4, 2025, where shareholders voted on two key proposals. All nine director nominees were elected to serve until the 2026 annual meeting. The vote counts showed strong shareholder support, with Eduardo Vivas receiving the highest number of votes in favor, followed closely by Todd Morgenfeld and Maynard Webb.

In addition to board elections, shareholders ratified the appointment of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2025. The proposal passed with more than 850 million votes in favor and minimal opposition.

With a combined voting power of over 921 million, shares represented at the meeting constituted a quorum, affirming the legitimacy of all approved actions. The outcomes reflect continued investor confidence in AppLovin’s leadership and financial governance.

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ME NEWS 06-10-25

AppLovin Appoints Maynard Webb to Board; Edward Oberwager to Step Down After Term Ends

AppLovin Corporation has appointed Maynard Webb to its Board of Directors as of April 9, 2025. Webb will also serve on the Audit Committee and the Nominating and Corporate Governance Committee. With a career spanning key leadership roles—including COO at eBay and CEO at Liveops—Webb currently serves on the boards of Salesforce and Visa. He will receive standard non-employee director compensation and enter into an indemnification agreement with the company.

Additionally, Edward Oberwager has notified AppLovin of his decision not to seek re-election at the company’s 2025 Annual Meeting of Stockholders. He will continue to serve on the Board until his term concludes. The company clarified that his decision was not due to any disagreement with management.

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ME NEWS 04-10-25

AppLovin has appointed Maynard Webb to its Board of Directors as an independent director.

Webb, founder of Webb Investment Network and a veteran tech executive, will also join the board’s Audit Committee and Nominating and Corporate Governance Committee. His current board roles at Visa and Salesforce, along with previous leadership positions at companies like eBay and LiveOps, bring extensive operational and strategic expertise to AppLovin.

CEO Adam Foroughi highlighted Webb's longstanding relationship with the company, dating back to his investment in 2012, and emphasized the value Webb will add as AppLovin continues expanding its performance marketing platform.

In the same announcement, AppLovin disclosed that Ted Oberwager of KKR will not seek re-election at the next annual meeting but will remain on the board until then.

Webb joins a diverse board that includes leaders from companies like Wynn Resorts, Montai Health, and Roblox, reflecting AppLovin’s focus on experienced guidance to support its continued growth.

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The Investor 04-10-25

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