{"filings":[{"id":889206,"accession_number":"0001751008-26-000050","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2026-06-05T20:30:25+00:00","items":["5.07"],"status":"ready","headline":"AppLovin shareholders elect board, ratify auditor, approve say-on-pay and officer exculpation at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with at least 92% of votes cast in favor.","Ratification of Deloitte & Touche as auditor approved with 99.8% of votes cast.","Advisory say-on-pay resolution approved with 92.2% of votes cast.","Officer exculpation charter amendment approved with 90.2% of votes cast.","Shareholder proposal on class voting disclosure defeated with 85.4% against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95190,"accession_number":"0001751008-26-000042","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q1 2026 revenue $1.84B (+59% YoY); diluted EPS $3.56; guides Q2 rev $1.92-1.95B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.842B (+59% YoY); net income $1.206B (+109% YoY).","Adjusted EBITDA $1.557B (+66% YoY); free cash flow $1.3B.","Diluted EPS $3.56; repurchased 2.2M shares for $1.0B in Q1.","Q2 guidance: revenue $1.915-1.945B, Adj. EBITDA $1.615-1.645B (84-85% margin).","336M shares outstanding as of March 31, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":3.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":1842449000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95189,"accession_number":"0001751008-26-000014","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2026-04-07T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"AppLovin announces CTO and legal officer succession, new independent chairperson","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Basil Shikin steps down as CTO effective July 1, 2026, becomes Distinguished Engineer; Giovanni Ge named successor.","Victoria Valenzuela retires as Chief Administrative & Legal Officer effective Aug 1, 2026; Corina Cacovean named new Chief Legal Officer.","Valenzuela to be nominated for election to the Board at 2026 Annual Meeting; will consult through May 2027 for $150,000.","Craig Billings appointed independent Chairperson of the Board, succeeding CEO Adam Foroughi who remains on Board.","Director Alyssa Harvey Dawson will not stand for re-election at the 2026 Annual Meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108060,"accession_number":"0001751008-26-000005","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q4 revenue $1.66B (+66% YoY); adj. EBITDA $1.40B; Q1 guide rev $1.75B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.66B (+66% YoY); full-year revenue $5.48B (+70% YoY).","Q4 net income $1.10B (+84% YoY); adjusted EBITDA $1.40B (+82% YoY).","Q4 free cash flow $1.31B; full-year free cash flow $3.95B.","Q1 2026 guidance: revenue $1.745-$1.775B, adj. EBITDA $1.465-$1.495B (84% margin).","Stock buyback: $482M in Q4, $2.58B for full year 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":9.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":5480717000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124486,"accession_number":"0001751008-25-000079","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q3 revenue up 68% to $1.405B, net income up 92% to $836M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.405B vs $835B in Q3 2024, a 68% YoY increase.","Net income $836M (92% YoY rise); Adjusted EBITDA $1.158B (79% rise).","Free cash flow $1.05B for Q3 2025.","Board increased share repurchase authorization by $3.2B, total remaining $3.3B.","Q4 2025 guidance: revenue $1.57-$1.6B, Adj EBITDA $1.29-$1.32B (82-83% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":6.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":3822773000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141150,"accession_number":"0001751008-25-000069","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q2 revenue $1.26B (+77% YoY); EBITDA $1.02B; Q3 guidance $1.32-1.34B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $1,259M (+77% YoY), net income $820M (+164%), adjusted EBITDA $1,018M (+99%).","Free cash flow $768M in Q2; repurchased $341M in stock (0.9M shares).","Completed sale of Apps business to Tripledot for $400M cash plus ~20% equity.","Q3 guidance: revenue $1,320-1,340M, adjusted EBITDA $1,070-1,090M (81% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2417728000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141149,"accession_number":"0001751008-25-000061","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AppLovin closes sale of mobile gaming business to Tripledot for $400M cash + 20% equity","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed on June 30, 2025. Consideration: $400M cash (subject to closing adjustments) and ~20% fully-diluted equity in Tripledot.","No promissory note issued; amendment allowed purchaser to pay cash instead of note as originally agreed.","The amendment also sets a minimum cash consideration payment amount of $150M.","AppLovin transfers equity interests of subsidiaries engaged in mobile gaming business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158953,"accession_number":"0001751008-25-000057","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppLovin stockholders elect nine directors and ratify Deloitte as auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; highest vote total 817.6M for Eduardo Vivas, lowest 747.3M for Margaret Georgiadis.","Ratification of Deloitte & Touche LLP as independent auditor for FY2025 passed with 850.3M for, 1.4M against, 80k abstain.","Total voting power was 921.4M; broker non-votes of 32.4M on director elections but none on auditor ratification.","Meeting held June 4, 2025; record date April 10, 2025; quorum achieved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158952,"accession_number":"0001751008-25-000051","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"AppLovin sells gaming business for $400M cash and 20% equity; Q1 revenue up 40% YoY","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q1 total revenue $1.48B (+40% YoY); Advertising revenue $1.16B (+71% YoY); Net income $576M (+144% YoY).","Q1 Adjusted EBITDA $1.005B (+83% YoY); Free Cash Flow $826M; repurchased $1.2B in stock.","Agreement to sell mobile gaming business to Tripledot for $400M cash ($150M at close + $250M note) and ~20% equity stake.","Apps (gaming) revenue declined 14% YoY to $325M; sale expected to close Q2 2025 pending regulatory approval.","Q2 guidance: Advertising revenue $1.195-$1.215B; Advertising Adjusted EBITDA margin ~81%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158951,"accession_number":"0001751008-25-000032","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-04-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppLovin appoints Maynard Webb to board; director Oberwager to not stand for re-election","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maynard Webb appointed to AppLovin board as of April 9, 2025; to serve on Audit and Nominating & Governance committees.","Webb is founder of Webb Investment Network, former COO of eBay, and current board member of Salesforce and Visa.","Edward Oberwager will not stand for re-election at the 2025 Annual Meeting; term ends at that meeting and departure is not due to disagreement.","Webb will receive standard non-employee director compensation and indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158950,"accession_number":"0001751008-25-000028","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AppLovin confirms indication of interest to acquire TikTok (ex-China) from President","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["AppLovin provided an indication of interest to the U.S. President to explore purchasing TikTok in all markets outside China.","The indication is preliminary and there is no assurance that a transaction will proceed.","AppLovin stock (APP) may see volatility as the market reacts to this speculative but high-profile potential M&A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177378,"accession_number":"0001751008-25-000025","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-02-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AppLovin modifies buyback program to make $500M immediately available for repurchases","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["$500M is immediately available for repurchases, replacing prior quarterly Free Cash Flow limit.","Total remaining authorization unchanged at $1.772 billion.","Future quarterly increases tied to preceding Free Cash Flow, with unused amounts carried forward.","Repurchases may be made via open market purchases, privately negotiated transactions, or Rule 10b5-1 plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177377,"accession_number":"0001751008-25-000008","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["5.02","8.01"],"status":"ready","headline":"AppLovin to sell mobile gaming business for $900M; CMO resigns","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["CMO Katie Jansen resigns effective March 14, 2025; no disagreement on operations, policies, or procedures.","Company entered non-binding term sheet to sell mobile gaming business to private acquirer for $900M total consideration.","Consideration: $400M in acquirer's equity and $500M cash, subject to customary purchase price adjustments.","Acquirer may borrow up to $250M of cash portion; if unable, AppLovin agrees to provide financing via promissory note.","Term sheet includes exclusivity and good-faith negotiation; definitive agreements remain to be finalized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177376,"accession_number":"0001751008-25-000006","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q4 revenue up 44% to $1.37B, net income up 248% to $599M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Advertising revenue surged 73% to $999M; total revenue $1.37B for Q4 2024.","Full year revenue $4.71B, up 43% YoY; net income $1.58B, up 343%.","Adjusted EBITDA $848M in Q4 (+78% YoY); free cash flow $2.1B for full year.","Retired 25.7M shares for $2.1B in 2024; shares outstanding 340M at year-end.","Q1 2025 guidance: total revenue $1.355-$1.385B; Adj. EBITDA $855-$885M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":4709248000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194130,"accession_number":"0001193125-24-271603","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"AppLovin issues $3.55B in senior notes and replaces secured term loans with unsecured revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B 5.125% 2029 notes, $1B 5.375% 2031 notes, $1B 5.5% 2034 notes, $550M 5.95% 2054 notes.","Net proceeds ~$3.519B used to repay in full senior secured term loan facilities due 2028 and 2030.","Entered new $1B unsecured revolving credit facility maturing Dec 2029 with two one-year extensions.","Terminated existing secured credit agreement from 2018 as amended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194129,"accession_number":"0001193125-24-264365","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-11-22T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AppLovin prices $3.55B senior notes (5.125%-5.950%) to refinance term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$3.55B senior notes: $1B 5.125% 2029, $1B 5.375% 2031, $1B 5.500% 2034, $550M 5.950% 2054.","Proceeds to repay fully senior secured term loans due 2028 and 2030; remainder for general corporate purposes.","Underwriters include J.P. Morgan, BofA Securities, and Morgan Stanley as representatives.","Closing expected Dec 5, 2024, subject to customary closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194128,"accession_number":"0001193125-24-262635","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AppLovin prices $3.55B senior notes offering to repay secured term loans","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $3.55B senior notes: $1B 5.125% due 2029, $1B 5.375% due 2031, $1B 5.500% due 2034, $550M 5.950% due 2054.","Net proceeds to repay senior secured term loan facilities due 2028 and 2030; balance for general corporate purposes.","Closing expected December 5, 2024, subject to customary conditions.","Notes are senior unsecured obligations; no subsidiary guarantees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194127,"accession_number":"0001193125-24-261389","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-11-19T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"AppLovin announces $1B unsecured revolver, begins investment-grade debt transition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Received investment-grade ratings (BBB-) from S&P and Fitch.","New $1B unsecured revolving credit facility arranged; JPMorgan is lead admin agent.","Facility closing contingent on terminating existing secured credit and repaying secured term loans.","Fixed-income investor meetings underway November 19 to support unsecured debt issuance.","No guarantee on final structure, size, or completion of the unsecured transaction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194126,"accession_number":"0001751008-24-000059","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q3 revenue $1.20B (+39% YoY), net income $434M (+300% YoY); board adds $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue of $1.20B (+39% YoY); net income of $434M (+300% YoY) with net margin 36%.","Adjusted EBITDA $722M (+72% YoY) at 60% margin; Software Platform revenue $835M (+66% YoY) at 78% margin.","Retired 5.0M shares for $437M; board authorized incremental $2.0B repurchase, total remaining $2.3B.","Q4 guidance: revenue $1.24B-$1.26B, Adjusted EBITDA $740M-$760M, margin ~60%.","Cash and equivalents $568M; shares outstanding 335M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":3336469000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210442,"accession_number":"0001751008-24-000053","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q2 revenue $1.08B (+44% YoY), net income $310M (+286%); guides Q3 rev $1.115-1.135B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenue $1.08B (+44% YoY); net income $310M (+286%) with 29% net margin.","Adjusted EBITDA $601M (+80% YoY, 56% margin); Software Platform rev $711M (+75% YoY).","Operating cash flow $455M (+98% YoY); Free Cash Flow $446M (+102% YoY); cash $460M.","Q3 guidance: revenue $1.115-1.135B, Adjusted EBITDA $630-650M (57% margin).","Share repurchase: $500M remaining under $1.25B authorization; 4.2M shares withheld for $356M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":2138234000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228769,"accession_number":"0001751008-24-000046","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppLovin stockholders elect nine directors, ratify Deloitte as auditor at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; vote totals ranged from 1.22B to 1.27B for each nominee.","Ratification of Deloitte & Touche LLP as auditor passed with 1.288B for, 3.36M against.","Broker non-votes were ~20.3M on director proposals; no non-votes on auditor ratification.","Meeting held June 5, 2024; ~1.29B shares represented in the vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228768,"accession_number":"0001751008-24-000041","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q1 revenue $1.06B (+48% YoY); Software Platform rev record $678M (+91%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $236M, net margin 22%; Adjusted EBITDA $549M (+101% YoY), margin 52%.","Software Platform revenue grew 18% QoQ to record $678M, with segment Adjusted EBITDA margin 73%.","Free cash flow $388M; cash and equivalents $436M with ~329M shares outstanding.","Repurchased 14.9M shares in Q1 (~3% reduction); $500M remaining under $1.25B authorization.","Q2 2024 guidance: revenue $1.06B-$1.08B, Adjusted EBITDA $550M-$570M (52-53% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":1058115000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247421,"accession_number":"0001751008-24-000017","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-03-14T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AppLovin refinances $3.56B term loans; new facilities mature in 2028 and 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Amendment No. 10 to Credit Agreement on March 14, 2024; refinanced $1.464B (2028 maturity) and $2.093B (2030 maturity) term loans.","New Term SOFR Loans have 50 bps floor and 2.5% applicable margin (base rate loans 1.5% margin).","Voluntary prepayment of a portion of prior term loans; proceeds used to refinance remainder.","Maturity dates: Oct 25, 2028 (for $1.464B) and Aug 18, 2030 (for $2.093B)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247420,"accession_number":"0001193125-24-058014","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"KKR selling 19.9M APP shares at $56; AppLovin to repurchase 10.5M at $54.46","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Secondary offering of 19,866,397 Class A shares by KKR Denali at $56.00 per share.","AppLovin agrees to repurchase 10,466,397 shares from underwriters at $54.46 per share.","KKR expected to convert ~16M Class B shares to Class A in connection with offering.","Company will receive no proceeds; closing expected around March 6, 2024.","Underwriting agreement includes customary reps, warranties, and indemnification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247419,"accession_number":"0001751008-24-000004","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"AppLovin Q4 revenue $953M (+36% YoY), Adj EBITDA $476M; Board approves $1.25B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $953M (+36% YoY), net income $172M, Adjusted EBITDA $476M (+83% YoY) at 50% margin.","Full-year 2023 revenue $3.3B (+17%), net income $357M, Adjusted EBITDA $1.5B (+41%) at 46% margin.","Software Platform revenue grew 76% to $1.8B in 2023, segment Adj EBITDA $1.3B (69% margin).","Board authorized $1.25B increase to share repurchase program; $2.2M remained before authorization.","Q1 2024 guidance: revenue $955-975M, Adjusted EBITDA $475-495M (50-51% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":3283087000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264872,"accession_number":"0001751008-23-000070","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppLovin Q3 revenue $864M (+21% YoY); CFO Herald Chen to step down, Stumpf named CFO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $864M (+21% YoY), net income $109M, Adj EBITDA $419M (+63% YoY), above guidance.","Software Platform revenue record $504M (+65% YoY), Adj EBITDA $364M, margin 72%.","Apps revenue $360M (-11% YoY), Adj EBITDA $55M (-18% YoY), margin 15%.","Q4 guidance: revenue $910-930M, Adj EBITDA $420-440M.","President/CFO Herald Chen resigns; Matt Stumpf appointed CFO effective Jan 1, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":2329826000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282065,"accession_number":"0001193125-23-229188","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"AppLovin appoints Todd Morgenfeld to board; Asha Sharma resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Todd Morgenfeld appointed to AppLovin board, former Pinterest CFO and Head of Business Operations.","Asha Sharma resigned from board effective Sept 5, 2023, no disagreement cited.","Morgenfeld served as Pinterest CFO (2016-2023), VP Finance at Twitter, HP exec, Silver Lake partner.","Morgenfeld also serves on Urban Outfitters board; will receive standard non-employee director compensation.","No related party transactions or family relationships with directors or officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282064,"accession_number":"0001193125-23-216397","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-08-21T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AppLovin to repurchase 15M shares from KKR Denali for $552.75M at $36.85/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchases 15M shares from KKR Denali at $36.85/share for $552.75M total, a 3.6% discount to Aug 18 close of $38.23.","Closing expected by Aug 28, 2023; transaction approved by special committee of independent directors not affiliated with KKR.","Board increased share repurchase authorization by ~$448M to $555M; after closing, $2.25M remains under the program.","Sale reduces KKR Denali's beneficial ownership; company funds deal with available cash on hand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282063,"accession_number":"0001751008-23-000064","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-08-18T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"AppLovin enters $1.5B refinancing Amendment No. 9 to Credit Agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered Amendment No. 9 for refinancing term loans totaling $1.5 billion.","Proceeds used to refinance all outstanding term loans (except those from Amendment No. 6).","New term loans mature August 18, 2030; interest rate floor 50bps for Term SOFR loans.","Applicable margin for Term SOFR Loans is 3.10% (2.00% for base rate loans).","Other terms of new loans are consistent with prior term loans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282062,"accession_number":"0001193125-23-214308","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-08-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KKR sells 10M AppLovin shares to GQG Partners in direct placement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KKR Denali Holdings sells 10 million shares of AppLovin Class A common stock to GQG Partners.","AppLovin receives no proceeds; KKR gets all proceeds from the transaction.","Transaction expected to close on August 21, 2023.","GQG increases its investment in AppLovin, citing strong execution.","AppLovin is not issuing new shares; no dilution for existing shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282061,"accession_number":"0001193125-23-211388","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-08-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"AppLovin negotiating credit amendment to extend term loan maturity to 2030, prepay $249M","summary_kind":"llm","event_type":"debt","confidence":"medium","bullets":["Current $1.749B term loans due 2025; proposed $1.5B due 2030 subject to negotiations.","Expects to use ~$249M cash for voluntary prepayment of Initial Term Loans.","Also negotiating reduction in the applicable interest rate on the Initial Term Loans.","Amendment and prepayment remain subject to ongoing negotiations and may not be completed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282060,"accession_number":"0001751008-23-000061","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q2: revenue $750M, net income $80M; Software Platform revenue record $406M; Q3 guidance above","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $750M (-3% YoY); net income $80M vs $(22)M loss a year ago; Adjusted EBITDA $334M (44% margin, up from 35%).","Software Platform revenue record $406M (+28% YoY); Segment Adj. EBITDA $273M (67% margin), generating >80% of total Adj. EBITDA.","Apps revenue $344M (-25% YoY); Segment Adj. EBITDA $61M (18% margin).","Year-to-date repurchased $601M of stock; $107M remaining authorization; cash $876M plus $610M revolver.","Q3 guidance: revenue $780-800M, Adj. EBITDA $340-360M (44-45% margin), above Q2 actuals."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1465570000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301139,"accession_number":"0001751008-23-000054","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-06-12T23:59:59+00:00","items":["1.01","2.03","5.07","9.01"],"status":"ready","headline":"AppLovin amends credit agreement: $610M revolver, maturity extended; annual meeting results","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment No. 8 increases Revolving Credit Commitments by $10M to $610M aggregate.","Revolver maturity extended to earlier of 91 days before term loan maturity or June 12, 2028.","At June 7 annual meeting, all eight director nominees elected, including Adam Foroughi and Herald Chen.","Stockholders ratified Deloitte as auditor and approved say-on-pay; board adopts every-3-year frequency."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301138,"accession_number":"0001193125-23-159174","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KKR sells 15M AppLovin shares to GQG; closing on June 9","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KKR Denali enters agreement to sell 15,000,000 shares of AppLovin Class A common stock to GQG Partners.","Transaction expected to close June 9, 2023; KKR receives all proceeds.","AppLovin is not offering any shares and will not receive any proceeds.","Company and KKR believe the sale adds long-term oriented investors to shareholder base.","Sale made under shelf registration statement and prospectus supplement filed June 1, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301137,"accession_number":"0001193125-23-146599","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-05-17T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"AppLovin repurchases 15.95M shares from KKR at $21.00, an 8% discount; boosts buyback authorization by $296M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Private repurchase of 15,952,381 shares from KKR Denali at $21.00/share, total ~$335M; 8% discount to $22.88 close.","Closing expected by May 18, 2023; Special Committee of independent directors approved the transaction.","Board increased share repurchase authorization by $296M to $500M; $165M remains available after this repurchase.","Repurchases may be made via open market or private transactions subject to market conditions and legal requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301136,"accession_number":"0001751008-23-000047","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q1 revenue $715M beats guidance; Software Platform revenue record $355M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $715M, above quarterly guidance top end of $705M; Software Platform revenue $355M (record, +16% QoQ).","Net loss narrowed to $5M from $115M YoY; Adjusted EBITDA $274M at 38% margin, above guidance.","Cash from operations $289M, Free Cash Flow $283M; cash and equivalents $1.2B.","Repurchased $202M of Class A common stock YTD through May 8; $210M remaining under $750M authorization.","Q2 guidance: revenue $710-730M, Adj EBITDA $280-300M (39-41% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":715405000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321027,"accession_number":"0001193125-23-069044","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"AppLovin grants CEO & CTO performance-based PSUs covering 17.26M shares with $36-$79 stock price targets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Total PSUs of 17,255,000 shares; 40% each to CEO Foroughi and CTO Shikin, 20% to Additional Participants.","PSUs vest upon achieving Company Stock Price Targets of $36, $46.75, $57.50, $68.25, and $79.00 per share over 5 years.","CEO must hold 6,902,000 shares for 5 years; other recipients must hold after-tax shares for at least 1 year.","Time-based RSUs of 520,472 shares each also granted to Foroughi and Shikin, vesting fully on Feb 20, 2024.","Board intends these PSUs to be exclusive performance awards for CEO & CTO for next 4 years, barring unforeseen changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321024,"accession_number":"0001193125-23-043662","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K/A","filed_at":"2023-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin amends cash flow classification; Q4 revenue $702M, Adj. EBITDA $260M, guides Q1 $685-705M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $702M (above guidance), net loss $80M, Adj. EBITDA $260M (near high end of guidance).","FY2022 revenue $2.8B, net loss $193M, Adj. EBITDA >$1B (38% margin).","Software Platform revenue +24% YoY to $306M; Apps revenue -28% to $396M.","Q1 2023 guidance: revenue $685-705M, Adj. EBITDA $250-270M (36-38% margin).","Amendment reclassifies cash flow items; Q4 net cash from ops $163M, Free Cash Flow $157M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":2817058000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321026,"accession_number":"0001193125-23-028420","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin reports Q4 revenue $702M, net loss $80M; guides Q1 revenue $685-705M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 revenue $702M (-11% YoY); net loss $80M vs net income $31M in Q4 2021.","Software Platform revenue grew 24% to $306M (44% of total); Apps revenue declined 28% to $396M.","Adjusted EBITDA $260M (+17% YoY, 37% margin); Free Cash Flow $132M.","Full year 2022: revenue $2.8B, net loss $193M; Adjusted EBITDA >$1B (38% margin).","Q1 2023 guidance: revenue $685-705M, Adjusted EBITDA $250-270M (36-38% margin)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":2817058000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321025,"accession_number":"0001193125-23-025745","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2023-02-06T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"AppLovin adopts amended bylaws effective Feb 3, 2023, with governance updates","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Amended and Restated Bylaws effective February 3, 2023.","Amendments align with Delaware General Corporation Law on notice, consent, and indemnification.","Enhanced disclosure for stockholder nominations and proposals, including universal proxy rules.","Clarified exclusive forum provisions and made other ministerial changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339131,"accession_number":"0001193125-22-281229","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-11-09T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppLovin reports Q3 rev $713M (-2% YoY), Adj EBITDA $258M (+35%); cuts FY2022 rev guidance to ~$2.81B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Software Platform rev $307M (+59% YoY); SPEC clients up 84% to 538; NDBRR 166%.","Apps segment rev $407M (-24% YoY); Adj EBITDA margin improved to 17% from 11%.","Net income $24M (vs $0.1M prior yr); Adj EBITDA $258M (+35% YoY, 36% margin).","4Q22 guidance: rev $685-700M, Adj EBITDA $250-265M, margin 36-38%.","Full yr 2022 rev guidance cut to $2.80-2.81B (from $2.84-3.14B); Adj EBITDA ~$1.06B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":2114751000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356499,"accession_number":"0001193125-22-217369","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-08-10T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppLovin Q2 revenue $776M (+16% YoY), net loss $22M; proposes Unity merger, cuts FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Software Platform revenue $318M (+118% YoY); segment Adjusted EBITDA margin 62%.","Apps revenue $459M (-12% YoY); strategic review may include divestitures; workforce reduced ~12%.","Full-year 2022 guidance cut: total revenue $2.84-3.14B (prior $3.14-3.44B); Adj. EBITDA midpoint $1.2B.","Chief Accounting Officer Elena Arutunian resigns effective after Q2 10-Q; no disagreement cited.","Non-binding proposal to combine with Unity announced Aug 9; shareholder webinar to discuss."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1401652000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":356498,"accession_number":"0001193125-22-215724","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"AppLovin proposes all-stock merger with Unity valuing Unity at $58.85/share; updates 2022 guidance","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-stock deal values Unity at $20B enterprise value, $58.85/share – an 18% premium to 8/8/2022 close.","Unity shareholders would own ~55% of combined co (49% voting); AppLovin holders ~45% (51% voting).","Combined targets >$7B run-rate revenue and >$3B run-rate Adj. EBITDA by end 2024E; $700M+ synergy by 2025E.","Unity CEO John Riccitiello to become CEO of combined firm; AppLovin CEO Adam Foroughi to become COO.","FY2022 Apps revenue outlook lowered to $1.70-1.85B from $2.00-2.15B; Software Platform & EBITDA guidance unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374926,"accession_number":"0001193125-22-171915","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"AppLovin shareholders elect all eight director nominees and approve all proposals at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All eight director nominees elected, including Adam Foroughi, Herald Chen, Craig Billings, and Margaret Georgiadis; each won with >1.74B votes for.","Ratification of Deloitte & Touche as independent auditor approved with ~1.78B votes for, 0.47M against.","Advisory say-on-pay passed with ~1.77B votes for; shareholders recommended annual frequency (every 1 year) for future advisory votes.","Amendment to 2021 Partner Studio Incentive Plan to increase authorized Class A shares approved with ~1.74B votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":374925,"accession_number":"0001193125-22-147577","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-05-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"AppLovin Q1 rev $625M (+$210M bonuses), Adj EBITDA $276M (+111%); MoPub/Wurl deals closed; new segments","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $625M ($835M incl. $210M non-recurring publisher bonuses); Adj EBITDA $276M (+111%); Net loss $115M vs $11M loss YoY.","Software Platform rev $119M excl. bonuses; SPEC +149% to 481; Net dollar retention +137% (+258% excl. bonuses).","MoPub acquisition closed; Wurl (CTV platform) acquired Apr 2022. New segments: Software Platform (65-70% margin) and Apps (5-10%).","Management to review Apps portfolio for retention, restructure, or sale; no immediate changes announced.","Adj EBITDA run-rate exceeded $1B in Q1; company stresses cash flow generation."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":625421000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393345,"accession_number":"0001193125-22-058038","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["3.02","8.01"],"status":"ready","headline":"AppLovin authorizes $750M share buyback; issues ~2.7M shares for Wurl acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Authorized $750M share repurchase program for Class A common stock, effective immediately.","Agreed to issue ~2.7M shares of Class A common stock as partial consideration for acquiring Wurl, Inc.","Annual meeting of stockholders scheduled for June 8, 2022; proposal deadline set to March 10, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393344,"accession_number":"0001193125-22-044347","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-02-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"AppLovin Q4 revenue $793M (+56% YoY), raises 2022 Software Platform guidance to $1.35-1.50B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $793M (+56% YoY), net income $31M (vs loss $19M), Adj. EBITDA $221M (+60% YoY, margin 28%).","FY2021 revenue $2.8B (+92%), Software Platform revenue $674M (+225%), net income $35M (vs loss $126M).","2022 guidance: total revenue $3.55-3.85B; Software Platform raised to $1.35-1.50B (+111% at midpoint); Apps $2.20-2.35B.","Software Platform Enterprise Clients (SPEC) grew 192% to 461; Net Dollar-Based Retention 204%.","MoPub integration migrating to MAX platform; $200M in migration fees; over 90% of largest publishers committed."],"consensus_eps_estimate":null,"consensus_eps_actual":0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":2793104000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393343,"accession_number":"0001193125-22-002630","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2022-01-05T23:59:59+00:00","items":["2.01"],"status":"ready","headline":"AppLovin completes acquisition of MoPub from Twitter for $1.05B in cash on Jan 1, 2022","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of MoPub from Twitter for approximately $1.05 billion in cash on January 1, 2022.","Transaction was originally announced on October 6, 2021 under an asset purchase agreement.","Consideration paid in cash; no financing contingencies noted in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411851,"accession_number":"0001193125-21-325960","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2021-11-10T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"AppLovin Q3 revenue $727M (+90% YoY); Software Platform revenue up 385% to $193M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $727M (+90% YoY); Business Software Platform revenue $193M (+385% YoY).","Net income improved to $0.1M from net loss of $90M; Adjusted EBITDA grew 126% to $191M.","Software Platform Enterprise Clients reached 449 (+305% YoY); Net Dollar-Based Retention 255%.","Agreed to acquire MoPub for $1.05B cash; expected close in 2022, incremental annual revenue $240-260M.","Cathy Sun resigned from Board; Alyssa Harvey Dawson appointed as director."],"consensus_eps_estimate":null,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":1999634000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":411854,"accession_number":"0001193125-21-313339","cik":1751008,"company_name":"AppLovin Corp","ticker":"APP","form_type":"8-K","filed_at":"2021-10-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"AppLovin adds $1.5B in incremental term loans under existing credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowed $1.5B new term loans via Amendment No. 6 to existing credit agreement.","New loans mature Oct 25, 2028; LIBOR floor 50 bps; margin LIBOR+3.00% (ABR+2.00%).","Proceeds used for general corporate purposes including acquisitions and investments.","Amendment No. 6 effective Oct 25, 2021; JPMorgan, Bank of America, KKR Capital Markets led."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":200519229428.71808,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-10-29T23:59:59+00:00|411854"}