Bedrijf laden
Just reported
Q3 2026 results
From AppLovin's results release of 4 november 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 2,18B
+55% y/y
+14% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$ 4,30
+76% y/y
+14% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 1,71B
+58% y/y
+14% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes AppLovin is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Advertising Agencies
Graded A or B and worth $2B or more: A first, then the largest.
OMCOmnicom Group Inc.US$ 24,2BA
MGNIMagnite, Inc.US$ 4,2BA+
STGWStagwell IncUS$ 2,8BA
TTDTrade Desk, Inc.US$ 7,6BB+
DVDoubleVerify Holdings, Inc.US$ 2,1BB
Grade rose recently in Communication Services
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
AMXAmerica Movil SAB DE CV22 okt 2026BAGraded B, now A
LYVLive Nation Entertainment, Inc.5 nov 2026CBGraded C, now B
TKOTKO Group Holdings, Inc.4 nov 2026BAGraded B, now A
CHTRCharter Communications, Inc.6 nov 2026FBGraded F, now B
NXSTNexstar Media Group, Inc.5 nov 2026CAGraded C, now A
Hoe het geld verdient
- AppLovin Ads Manager advertising campaigns
Concurreert met
Wat het verkoopt6
AppLovin Ads Manager
Software that helps advertisers run and automatically adjust campaigns to find app and website users who meet their return goals.
MAX
A tool for app publishers that runs real-time auctions among advertisers for space in their apps, helping publishers sell each ad placement.
Adjust
Software that measures where app users came from, tracks marketing results, and helps identify advertising fraud.
Nog 3 tonen
Wurl
A service for streaming-video companies that distributes their content and helps them sell advertising and grow their audiences.
AdPool
Wurl’s service that connects connected-TV advertising space with advertisers.
Global FAST Pass
Wurl’s service for launching free, ad-supported streaming television channels and distributing them.
Wie het koopt5
- Mobile game developers and other app advertisers pay to find new users and grow app use through advertising campaigns.
- Web-based advertisers, including e-commerce businesses, pay to reach potential customers; the company has focused on mid-sized advertisers as it builds this business.
- App publishers use MAX to sell advertising space in their apps and pay based on winning auction spend.
Nog 2 tonen
- Marketing teams use Adjust to measure app advertising and attribution, primarily paying an annual subscription fee.
- Streaming-video content companies and streamers use Wurl to distribute content and earn advertising revenue, generally through usage-based fees or a cost-per-thousand-impressions model.
Waar het op steunt, en wat het kan breken
Waar het bedrijf van afhangt
- 1The advertising business depends on mobile app stores, including Apple’s App Store and Google Play, for app distribution and on the data those platforms make available for ad targeting.
- 2AppLovin Ads revenue depends on advertisers continuing to spend and on its systems meeting their campaign return goals; the company relies on existing clients for a significant portion of revenue and generally does not have long-term client agreements.
- 3The services depend on software and hardware infrastructure, including third-party cloud computing services, to run advertising auctions and recommendation systems.
Wat er mis kan gaan
- 1Changes to privacy rules or to Apple App Store and Google Play policies could limit the data available for ad targeting or change how app advertising works, affecting campaign results.
- 2If AppLovin’s recommendation models fail to improve, contain errors, or cannot keep up with changes in advertising technology, advertisers may reduce their spending; outages or security incidents could also disrupt the services or expose client data.
- 3Revenue is concentrated in mobile app advertising and depends on clients continuing to spend amid competition from companies such as Meta, Google, Amazon, and Unity; losing clients or seeing them cut budgets could reduce revenue.
Over AppLovin Corporation
AppLovin’s advertising software uses artificial intelligence (AI) to help advertisers find people likely to download or use their apps and websites. Advertisers set campaign goals, and AppLovin charges them based on those goals, paying part of the revenue to publishers whose apps show the ads. It also sells tools for app ad auctions, marketing measurement, and advertising on connected televisions (TVs).
- Hoofdkantoor
- Palo Alto, California
- Opgericht in
- July 2011 (high confidence)
- Medewerkers
- 898 (December 31, 2025, high)
- Genoteerd aan
- Nasdaq
- Einde boekjaar
- December 31
Gebouwd uit de eigen deponeringen van AppLovin Corporation bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.