{"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}],"next_cursor":null}