{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-22-281229","form_type":"8-K","ticker":"APP","cik":"0001751008","company_name":"AppLovin Corp","filed_at":"2022-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.980328+00:00","generated_at":"2026-06-22T01:38:48.475940+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AppLovin reports Q3 rev $713M (-2% YoY), Adj EBITDA $258M (+35%); cuts FY2022 rev guidance to ~$2.81B","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-22-281229","json":"https://secwatch.observer/filing/0001193125-22-281229.json","markdown":"https://secwatch.observer/filing/0001193125-22-281229.md","text":"https://secwatch.observer/filing/0001193125-22-281229.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/0001193125-22-281229-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/d420405d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-22T01:38:48.475940+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"f7e1c45d302cddc48d35fba3afc786d2cb19a665","claim":"AppLovin Corp updated its quarter ended September 30, 2022 guidance (lowered).","evidence_excerpt":"On November 9, 2022, AppLovin Corporation (“AppLovin” or the “Company”) issued a press release announcing that AppLovin had issued a letter to its shareholders announcing its financial results for the quarter ended September 30, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/0001193125-22-281229-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"quarter ended September 30, 2022"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"e0a309c0ba","claim":"Herald Chen changed role as Principal Accounting Officer at AppLovin Corp.","evidence_excerpt":"On November 7, 2022, the Company’s Board of Directors designated Herald Chen, the Company’s President and Chief Financial Officer, as the Company’s Principal Accounting Officer.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/0001193125-22-281229-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"designated"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}