{"schema_version":"secwatch.filing_event.v1","accession":"0001751008-23-000061","form_type":"8-K","ticker":"APP","cik":"0001751008","company_name":"AppLovin Corp","filed_at":"2023-08-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:35.087536+00:00","generated_at":"2026-06-11T22:49:20.543553+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AppLovin Q2: revenue $750M, net income $80M; Software Platform revenue record $406M; Q3 guidance above","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001751008-23-000061","json":"https://secwatch.observer/filing/0001751008-23-000061.json","markdown":"https://secwatch.observer/filing/0001751008-23-000061.md","text":"https://secwatch.observer/filing/0001751008-23-000061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1751008/000175100823000061/0001751008-23-000061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1751008/000175100823000061/app-20230809.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T22:49:20.543553+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":"1c6f060a644554ad3cfbb170ad6d2645eed5b216","claim":"AppLovin Corp reported the quarter ended June 30, 2023 results: revenue $750 million, net income $80 million.","evidence_excerpt":"Total revenue for the second quarter was $750 million, our net income was $80 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1751008/000175100823000061/0001751008-23-000061-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Revenue","value":"$750 million"},{"label":"Net income","value":"$80 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}