AppLovin Corporation（APP）股票——这是一门好生意吗？

AppLovin Corporation（APP）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From AppLovin's results release of 2026年11月4日; its quarterly report has since been filed.

Revenue
Actual
US$2.18B
+55% y/y
+14% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$4.30
+76% y/y
+14% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$1.71B
+58% y/y
+14% q/q
Guided
—
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.

The full earnings report →

怎么赚钱

AppLovin Ads Manager advertising campaigns

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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).

总部: Palo Alto, California
成立于: July 2011 (high confidence)
员工人数: 898 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

基于 AppLovin Corporation 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From AppLovin's results release of 2026年11月4日; its quarterly report has since been filed.

Revenue
Actual
US$2.18B
+55% y/y
+14% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$4.30
+76% y/y
+14% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$1.71B
+58% y/y
+14% q/q
Guided
—
No guide given

The full earnings report →

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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 themes it is part of

Highest-graded in Advertising Agencies

Graded A or B and worth $2B or more: A first, then the largest.

All 38 graded companies in its industry

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.

All grade rises