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https://www.linkedin.com/company/applovin
https://www.linkedin.com/company/mopub/
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Founded
2010
Headcount
32
Headquarters
US
Primary Segment
-
Ownership
Privately Owned
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May
13th
2026
19:30
Emerging Tech, Artificial Intelligence, B2B Tag
Fospha's Axon Playbook
Why this playbook matters AppLovin generated enormous buzz in late 2024. Brands rushed to test it - and for many, that's where the story ended. But AppLovin has quietly moved well beyond the test-and-learn phase with Axon, its AI-driven ad platform.
Fospha
May
13th
2026
01:00
Capital Investment, Financial Results, Emerging Tech
The Trade Desk vs. AppLovin: What Do Their Quarterly Revenue Trajectories Tell Investors?
The Trade Desk: Seasonal Revenue Fluctuations The Trade Desk (TTD 4.26%) operates a self-service cloud-based platform allowing buyers to optimize data-driven digital advertising campaigns. While launching its Ventura streaming initiative and facing an investigation regarding its previous guidance, it reported an approximately 6% net income margin for the quarter ended March 31, 2026.
The Motley Fool
May
11th
2026
15:01
Financial Results, Emerging Tech, New Offerings, B2B Tag
AppLovin's $1.84B Q1 beats guidance as Axon platform opens to all in June
AppLovin Corporation last week reported first quarter 2026 financial results that exceeded the high end of its own guidance across every key metric, with revenue reaching $1.84 billion and net income more than doubling year-over-year. The Palo Alto-based company, which trades on NASDAQ under the ticker APP, simultaneously announced that its Axon advertising platform will open to all advertisers worldwide in June 2026 - a shift that, according to management, closes a 14-year chapter of operating as a closed system.
PPC Land
May
11th
2026
11:45
Emerging Tech, B2B Tag
Jonah Lupton: AppLovin revenue per employee stands out among tech peers
Jonah Lupton , investor and market commentator at Social Media / FinTwit, points to revenue per employee as an important metric for major technology companies. He highlights AppLovin, noting the company’s expected $8.3 billion in revenues in 2026.
Traders Union
May
11th
2026
01:00
Emerging Tech, Financial Results, B2B Tag
1Q 2026 earnings: Just getting started
AppLovin closed Q1 2026 with another quarter of strong execution across the business. Revenue came in at $1.84 billion, up 59% year over year and 11% sequentially. Adjusted EBITDA was $1.56 billion, an 85% margin, and the highest quarterly adjusted EBITDA margin we've reported.
MarketScreener
May
8th
2026
15:33
Emerging Tech, Financial Results, B2B Tag
Morgan Stanley spills beans on what's next for AppLovin stock
AppLovin just delivered another strong quarter. Its e-commerce advertising business is accelerating faster than expected. And Morgan Stanley walked away from the results more convinced than before. The bank's message to investors is direct: AppLovin is still in the early days of what could be a multi-year growth cycle, and the best part of the story is yet to come.
Yahoo Finance
May
8th
2026
14:34
Emerging Tech, Artificial Intelligence
Is AppLovin Stock a Buy After Its Explosive Q1 2026 Earnings?
Investors initially appeared cautious after AppLovin APP reported first-quarter 2026 results on May 6, likely weighing whether the company could sustain its extraordinary pace of growth while preparing for a major platform transition. However, as the market absorbed management’s commentary surrounding the upcoming public launch of its advertising platform and the continued strength in the consumer advertising business, confidence improved noticeably.
sharewise
May
8th
2026
08:58
Emerging Tech, Financial Results, B2B Tag
Morgan Stanley spills beans on its growth thesis for AppLovin stock
AppLovin just delivered another strong quarter. Its e-commerce advertising business is accelerating faster than expected. And Morgan Stanley walked away from the results more convinced than before. The bank's message to investors is direct: AppLovin is still in the early days of what could be a multi-year growth cycle, and the best part of the story is yet to come.
Ledger-Enquirer
May
8th
2026
08:33
Capital Investment, Financial Results, Emerging Tech, B2B Tag
Morgan Stanley spills beans on its growth thesis for AppLovin stock
AppLovin just delivered another strong quarter. Its e-commerce advertising business is accelerating faster than expected. And Morgan Stanley walked away from the results more convinced than before. The bank's message to investors is direct: AppLovin is still in the early days of what could be a multi-year growth cycle, and the best part of the story is yet to come.
Bradenton Herald
May
8th
2026
07:46
Emerging Tech, Financial Results, B2B Tag
Trade Desk Tumbles 13%, AppLovin Holds Gains as Ad-Tech Q1 Earnings Split Wall Street
Trade Desk (TTD) stock dropped after Q1 earnings missed by 12% and the Q2 outlook disappointed amid competition from Amazon (AMZN) Ads. AppLovin’s (APP) post-earnings momentum hinges on whether buyers defend $483+ levels; margin expansion story could sustain gains if AXON 2 AI narrative outpaces sector headwinds.
Yahoo Finance
May
8th
2026
01:00
Financial Results, Emerging Tech, New Offerings
AppLovin Corporation (NASDAQ:APP) Q1 2026 Earnings Call Transcript
AppLovin Corporation (NASDAQ: APP) reported a strong first quarter of 2026, beating earnings expectations with a reported EPS of $3.56, exceeding the expected $3.44. The company's revenue reached $1.84 billion, a 59% year-over-year increase, driven by continued technology advancements in its core gaming business and expanding consumer vertical. Adjusted EBITDA was $1.56 billion, up 66% year-over-year, representing an 85% margin. The company's free cash flow for the quarter was $1.29 billion, and it ended the quarter with $2.76 billion in cash and cash equivalents. AppLovin's management is optimistic about the future, citing the company's strong growth and expanding margins, as well as the upcoming launch of its platform to the public in June, which is expected to drive further growth and expansion.
Insider Monkey
May
7th
2026
22:49
Emerging Tech, Financial Results, B2B Tag
AppLovin: Growth Story Has A Patience Problem (Downgrade)
Richard Drury/DigitalVision via Getty Images It was back in November 2024 that I first covered AppLovin Corporation (APP) as I saw a rare public combination of high growth, high margins, and high free cash flow.
Seeking Alpha
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