{"schema_version":"secwatch.filing_event.v1","accession":"0001751008-24-000004","form_type":"8-K","ticker":"APP","cik":"0001751008","company_name":"AppLovin Corp","filed_at":"2024-02-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:25.394592+00:00","generated_at":"2026-06-06T02:29:41.748024+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AppLovin Q4 revenue $953M (+36% YoY), Adj EBITDA $476M; Board approves $1.25B buyback","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001751008-24-000004","json":"https://secwatch.observer/filing/0001751008-24-000004.json","markdown":"https://secwatch.observer/filing/0001751008-24-000004.md","text":"https://secwatch.observer/filing/0001751008-24-000004.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1751008/000175100824000004/0001751008-24-000004-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1751008/000175100824000004/app-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T02:29:41.748024+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":"1ea0bed749cd7256fd32a69f585718a98ab395d1","claim":"AppLovin Corp reported the full year ended December 31, 2023 results: revenue $3.3 billion, net income $357 million. Guidance reaffirmed.","evidence_excerpt":"Total revenue for 2023 was $3.3 billion (+17% yr/yr), with net income of $357 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1751008/000175100824000004/0001751008-24-000004-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the full year ended December 31, 2023"},{"label":"Revenue","value":"$3.3 billion"},{"label":"Net income","value":"$357 million"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"b028d7ba28bf5c2e0ab5eecf2c8af377417acd18","claim":"AppLovin Corp reported the quarter ended December 31, 2023 results: revenue $953 million, net income $172 million. Guidance reaffirmed.","evidence_excerpt":"In the fourth quarter, we generated revenue of $953 million (+36% yr/yr), net income of $172 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1751008/000175100824000004/0001751008-24-000004-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 31, 2023"},{"label":"Revenue","value":"$953 million"},{"label":"Net income","value":"$172 million"},{"label":"Guidance","value":"reaffirmed"},{"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"}