AppLovin

AppLovin

http://www.applovin.com
https://www.linkedin.com/company/applovin/

AppLovin, also known as AppLovin Corporation, is a publicly owned company headquartered in the US. Founded in 2011, it employs approximately 780 individuals and reported $5.5B in revenue as of 2025. The company specializes in RTB and programmatic solutions, offering marketing software that provides mobile app developers with an integrated set of solutions to grow their businesses.

2025 Revenue

Founded

2011

Headcount

898

Headquarters

United States

Primary Segment

RTB and programmatic

Ownership

Publicly Owned

News Summary:

On September 3, 2026, AppLovin reported second-quarter revenue of $1.92 billion, an increase of 53% year-over-year from $1.26 billion. This marked its twelfth consecutive quarter of top-line growth, with sales nearly quadrupling since the third quarter of 2023. The company’s ad engine reportedly handles more spend than Pinterest, Snapchat, and Reddit combined, achieving 84% EBITDA margins during the quarter. This financial performance coincided with a valuation analysis indicating AppLovin was 45.1% undervalued on GF Value™ metrics, noting its 10256.10% year-over-year capital expenditure growth as an aggressive expansion strategy. However, an investor warned that despite the strong Q2 revenue, AppLovin’s algorithmic moat remains vulnerable to a rival developing a superior algorithm, particularly as 55% of top mobile games are already utilizing its platform. Previously, as of September 1, 2026, AppLovin has sold its mobile game studio division and begun targeting e-commerce and direct-to-consumer (DTC) brands.

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AppLovin offers 7 products in the ad tech and services industry. AppLovin's product portfolio comprises of advertising, marketing, media agencies, RTB and programmatic, marketer and agency technology and ad measurement and verification.

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AppLovin's revenues were $5.5B in 2025. Caretta Research has split AppLovin's revenue into 7 different product categories, the largest of which is ad exchange, which represents 34% of AppLovin's revenue.

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Sep

16th

2026

03:46

Capital Investment, Emerging Tech, B2B Tag, Investments

AppLovin: Sequential Growth Reacceleration And Consumer Scaling Should Drive Meaningful Upside

mustafaU/iStock via Getty Images Investment Thesis I rate AppLovin (APP) a buy.

Sep

11th

2026

12:41

Emerging Tech, Financial Results, B2B Tag, Financial Performance

AppLovin vs. The Trade Desk: Analyzing Diverging Revenue Trends for These Advertising Giants

Key Points AppLovin looks considerably stronger on revenue, demonstrating a firmly-established pattern of notably larger sequential increases alongside higher year-over-year percentage gains than its counterpart during the majority of the recent reporting periods.

Sep

11th

2026

08:58

Capital Investment, Financial Results, B2B Tag, Financial Performance, Investments

AppLovin Ignites: 3.2% Surge as Ad-Tech Giant Defies Downgrade Headwinds

- AppLovin APP -- (APP) shares surge 3.19% to $324.54, breaking key support as institutional buying accelerates with a 409.6% stake increase by The Manufacturers Life Insurance Company. - Q2 2026 revenue hits $1.92B (+52.8% YoY) with $3.76 EPS matching estimates, driven by AI-powered AXON engine optimizing ad monetization.

Sep

11th

2026

06:30

AppLovin (NASDAQ:APP): Can Growth Stay Strong As Costs Rise?

Highlights AppLovin is being viewed through today's changed macro backdrop rather than through a recycled company narrative. The Growth Stocks theme centers on expanding addressable markets, product adoption, operating scale and sensitivity to financing conditions as financial conditions remain demanding.

Sep

6th

2026

19:56

Emerging Tech, Artificial Intelligence, B2B Tag

Meta Platforms And 2 Other Founder Led Stocks To Own

Global inflation is still shaped by central bank decisions, with US jobs data steering expectations for future Federal Reserve rate moves. When money policy feels uncertain, many investors look for companies where founders still call the shots and have their own wealth on the line.

Simply Wall Street

Sep

3rd

2026

11:55

Emerging Tech, Financial Results, B2B Tag, Financial Performance

Can AppLovin's 53% Revenue Surge Keep Its Growth Streak Alive?

AppLovin APP extended an unusually consistent top-line climb in the second quarter of 2026. Revenues reached $1.92 billion, rising 53% year over year from $1.26 billion. The latest result also extended the uninterrupted 12-quarter climb shown in the accompanying chart, with sales nearly quadrupling from $504 million in the third quarter of 2023.

Sep

3rd

2026

07:29

Financial Results, B2B Tag, Financial Performance

APP Looks 45.1% Undervalued on GF Value™

On September 03, 2026, AppLovin Corporation APP was highlighted as the communication services firm with the most dramatic capital expenditure growth, surging an extraordinary 10,256.10% year-over-year. This remarkable investment activity underscores the company’s aggressive expansion strategy amid a competitive sector environment.

Sep

3rd

2026

06:35

Capital Investment, Financial Results, Emerging Tech, B2B Tag, Financial Performance, Investments

AppLovin’s Algorithmic Moat Is Vulnerable, Says Investor: Why $1.9B Quarterly Revenue Isn’t Enough to Justify a Buy

AppLovin's ad engine handles more spend than Pinterest, Snapchat, and Reddit combined, posting $1.92 billion in Q2 2026 revenue at 84% EBITDA margins. Grieve passed, warning a rival could write a better algorithm and erase AppLovin's moat overnight, with 55% of top mobile games already on the platform.

Sep

1st

2026

14:44

Emerging Tech, B2B Tag, Marketing and Promotional Activities

Best Credit Cards for AppLovin Ads: Top Cards Compared

The Best Credit Cards For AppLovin Ad Spend: Features Compared If you’ve heard of AppLovin, you might associate it with its origin in mobile gaming ads. What you might not know is that they recently sold off their mobile game studio division, and they’ve begun targeting e-commerce and direct-to-consumer (DTC) brands.

Aug

31st

2026

19:39

Capital Investment, Financial Results, Emerging Tech, B2B Tag, Financial Performance, Investments

Software value laggards with 30–73% analyst upside despite strong revenue growth

Investing.com -- While software has been one of the market’s rallying sectors, a significant pocket of names is still trading well below their highs — with analyst consensus pointing to 30-73% upside . The most striking gap: AppLovin ( APP ) is down 52.8% YTD despite 60.6% revenue growth and a 73.1% analyst target upside .

Investing.com Australia

Aug

31st

2026

11:49

Capital Investment, Emerging Tech, Artificial Intelligence, B2B Tag, Investments

Meta Stock Leads Founder Run Tech Names Worth A Closer Look

With global bond yields climbing as inflation expectations stay elevated, capital is getting more selective and funding costs are less forgiving. That environment often rewards founder led companies where leaders have significant skin in the game and clear accountability.

Simply Wall Street

Aug

29th

2026

15:59

Emerging Tech, B2B Tag

AppLovin Stock Leads A Search For Fast Growing Companies With Insider Backing

Global rate expectations have shifted again as the US 10 year Treasury yield responds to fresh inflation warnings. Higher and stickier borrowing costs can pressure heavily indebted companies. It can also highlight fast growing stocks where insiders already have significant skin in the game.

Simply Wall Street

Example Partners

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