secwatch.observer — SEC 8-K summary
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Issuer:     AppLovin Corp (APP)
CIK:        0001751008
Form:       8-K
Filed at:   2022-02-16T23:59:59+00:00
Accession:  0001193125-22-044347
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AppLovin Q4 revenue $793M (+56% YoY), raises 2022 Software Platform guidance to $1.35-1.50B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1751008/000119312522044347/0001193125-22-044347-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1751008/000119312522044347/d116869d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-22-044347

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer