secwatch.observer — SEC 8-K summary ====================================== Issuer: AppLovin Corp (APP) CIK: 0001751008 Form: 8-K Filed at: 2025-08-06T23:59:59+00:00 Accession: 0001751008-25-000069 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AppLovin Q2 revenue $1.26B (+77% YoY); EBITDA $1.02B; Q3 guidance $1.32-1.34B ----------------------------------------------------------------------------- - Q2 revenue $1,259M (+77% YoY), net income $820M (+164%), adjusted EBITDA $1,018M (+99%). - Free cash flow $768M in Q2; repurchased $341M in stock (0.9M shares). - Completed sale of Apps business to Tripledot for $400M cash plus ~20% equity. - Q3 guidance: revenue $1,320-1,340M, adjusted EBITDA $1,070-1,090M (81% margin). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1751008/000175100825000069/0001751008-25-000069-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1751008/000175100825000069/app-20250806.htm HTML page: https://secwatch.observer/filing/0001751008-25-000069 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer