AppLovin Corp(APP)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
AppLovin Corp (APP) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores APP at 84.4/100 on a 32-signal composite quality model, placing it at rank #9 of 2,961 stocks — the top 1% of the AI-ranked universe. APP scores in the top quartile across balance sheet strength (99.6), profitability (98.8), free cash flow (97.9). Shareholder dilution risk is elevated at 28.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), AppLovin Corp reports quarterly revenue of $1.9B, net income of $1.3B, an operating margin of 77.7%. Top institutional holders of APP by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. APP trades on the Nasdaq exchange and files with the SEC under CIK 1751008. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate APP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AppLovin Corp directly from SEC EDGAR.
AI Quality Score
84.4/100
AI Rank
#9
Revenue
$1.9B
Net Income
$1.3B
Operating Margin
77.7%
APP key financials by period
AppLovin Corp reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$5.5B
$3.3B
75.8%
FY 2024
10-K
$3.2B
$1.6B
59.3%
FY 2023
10-K
$1.8B
$356.7M
41.9%
FY 2022
10-K
$2.8B
$-192.7M
-1.7%
FY 2021
10-K
$2.8B
$35.4M
5.4%
FY 2020
10-K
$1.5B
$-125.2M
-4.3%
Institutions holding APP
Institutional investors reporting a position in AppLovin Corp on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue rose 53% YoY to $1.92B as AppLovin Ads net revenue per installation increased 58%, offsetting a 2% decline in installation volume; net income was $1.27B.
Biggest Revenue Drivers
United States$989.6M
Revenue disaggregated by geography based on user location; company operates as a single reportable segment
Rest of the world$934.1M
Revenue disaggregated by geography based on user location; substantially all revenue from AppLovin Ads
Biggest Revenue Drivers
Total revenue: $1.92B+53% YoY
United States$989.6M
Revenue disaggregated by geography based on user location; company operates as a single reportable segment
Rest of the world$934.1M
Revenue disaggregated by geography based on user location; substantially all revenue from AppLovin Ads
Largest Expense Items
Cost of revenue$225.8M+46% YoY
Increase of $52.1 million in expenses associated with operating our network infrastructure driven by the growth in our operations
Research and development$99.9M+127% YoY
Increase of $54.8 million in personnel-related expenses related to an increase in stock-based compensation-related payroll costs
Sales and marketing$63.4M+35% YoY
Increase of $17.2 million in advertising and marketing program costs, partially offset by a $3.5 million decrease in personnel-related expenses
General and administrative$40.3M-27% YoY
Decrease of $9.5 million in bad debt expense and $5.2 million in professional services costs associated with transaction-related expenses
Margins: Income from operations was 78% of revenue versus 76% a year ago, as total costs fell to 22% of revenue from 24%. Adjusted EBITDA margin rose to 83.9% from 80.9%.
Watch Items from the Filing
Installation volume declined 2% YoY; growth relied entirely on a 58% increase in net revenue per installation from Axon AI-driven AppLovin Ads performance.
Securities class action and consolidated derivative suits allege false statements on advertising solutions and growth; company cannot estimate maximum exposure or range of possible loss.
Cloud computing commitment of $1.3 billion over three years signed August 2024; $953.5 million paid through June 30, 2026, leaving a sizable remaining obligation.
Stock-based compensation more than doubled to $85.8 million from $34.6 million, with R&D alone at $68.9 million versus $17.2 million a year ago.
$3.6 billion of senior unsecured notes outstanding; $1.5 billion of stock repurchased in six months leaves $1.8 billion of authorization remaining.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
