---
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"
generated_at: "2026-06-22T01:38:48.475940+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# AppLovin reports Q3 rev $713M (-2% YoY), Adj EBITDA $258M (+35%); cuts FY2022 rev guidance to ~$2.81B

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-281229
- JSON: https://secwatch.observer/filing/0001193125-22-281229.json
- Plain text: https://secwatch.observer/filing/0001193125-22-281229.txt

## Key facts
- Earnings Releases
  AppLovin Corp updated its quarter ended September 30, 2022 guidance (lowered).
  - Period: quarter ended September 30, 2022
  - Guidance: lowered
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/0001193125-22-281229-index.htm
- Executive change
  Herald Chen changed role as Principal Accounting Officer at AppLovin Corp.
  - Action: designated
  - Role: Principal Accounting Officer
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1751008/000119312522281229/0001193125-22-281229-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.