Highest-materiality recent filing
All nine director nominees elected with at least 92% of votes cast in favor.
AppLovin Q1 2026 revenue $1.84B (+59% YoY); diluted EPS $3.56; guides Q2 rev $1.92-1.95B
Revenue $1.842B (+59% YoY); net income $1.206B (+109% YoY).
AppLovin announces CTO and legal officer succession, new independent chairperson
Basil Shikin steps down as CTO effective July 1, 2026, becomes Distinguished Engineer; Giovanni Ge named successor.
AppLovin Q4 revenue $1.66B (+66% YoY); adj. EBITDA $1.40B; Q1 guide rev $1.75B
Q4 revenue $1.66B (+66% YoY); full-year revenue $5.48B (+70% YoY).
AppLovin Q3 revenue up 68% to $1.405B, net income up 92% to $836M
Revenue $1.405B vs $835B in Q3 2024, a 68% YoY increase.
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%).
AppLovin closes sale of mobile gaming business to Tripledot for $400M cash + 20% equity
Closed on June 30, 2025. Consideration: $400M cash (subject to closing adjustments) and ~20% fully-diluted equity in Tripledot.
AppLovin stockholders elect nine directors and ratify Deloitte as auditor at 2025 annual meeting
All nine director nominees elected; highest vote total 817.6M for Eduardo Vivas, lowest 747.3M for Margaret Georgiadis.
AppLovin sells gaming business for $400M cash and 20% equity; Q1 revenue up 40% YoY
Q1 total revenue $1.48B (+40% YoY); Advertising revenue $1.16B (+71% YoY); Net income $576M (+144% YoY).
AppLovin appoints Maynard Webb to board; director Oberwager to not stand for re-election
Maynard Webb appointed to AppLovin board as of April 9, 2025; to serve on Audit and Nominating & Governance committees.
AppLovin confirms indication of interest to acquire TikTok (ex-China) from President
AppLovin provided an indication of interest to the U.S. President to explore purchasing TikTok in all markets outside China.
AppLovin modifies buyback program to make $500M immediately available for repurchases
$500M is immediately available for repurchases, replacing prior quarterly Free Cash Flow limit.
AppLovin Q4 revenue up 44% to $1.37B, net income up 248% to $599M
Advertising revenue surged 73% to $999M; total revenue $1.37B for Q4 2024.
AppLovin to sell mobile gaming business for $900M; CMO resigns
CMO Katie Jansen resigns effective March 14, 2025; no disagreement on operations, policies, or procedures.
AppLovin issues $3.55B in senior notes and replaces secured term loans with unsecured revolver
Issued $1B 5.125% 2029 notes, $1B 5.375% 2031 notes, $1B 5.5% 2034 notes, $550M 5.95% 2054 notes.
AppLovin prices $3.55B senior notes (5.125%-5.950%) to refinance term loans
$3.55B senior notes: $1B 5.125% 2029, $1B 5.375% 2031, $1B 5.500% 2034, $550M 5.950% 2054.
AppLovin prices $3.55B senior notes offering to repay secured term loans
Priced $3.55B senior notes: $1B 5.125% due 2029, $1B 5.375% due 2031, $1B 5.500% due 2034, $550M 5.950% due 2054.
AppLovin announces $1B unsecured revolver, begins investment-grade debt transition
Received investment-grade ratings (BBB-) from S&P and Fitch.
AppLovin Q3 revenue $1.20B (+39% YoY), net income $434M (+300% YoY); board adds $2B buyback
Revenue of $1.20B (+39% YoY); net income of $434M (+300% YoY) with net margin 36%.
AppLovin Q2 revenue $1.08B (+44% YoY), net income $310M (+286%); guides Q3 rev $1.115-1.135B
Q2 total revenue $1.08B (+44% YoY); net income $310M (+286%) with 29% net margin.
AppLovin stockholders elect nine directors, ratify Deloitte as auditor at 2024 annual meeting
All nine director nominees elected; vote totals ranged from 1.22B to 1.27B for each nominee.
AppLovin Q1 revenue $1.06B (+48% YoY); Software Platform rev record $678M (+91%)
Net income $236M, net margin 22%; Adjusted EBITDA $549M (+101% YoY), margin 52%.
AppLovin refinances $3.56B term loans; new facilities mature in 2028 and 2030
Entered Amendment No. 10 to Credit Agreement on March 14, 2024; refinanced $1.464B (2028 maturity) and $2.093B (2030 maturity) term loans.
KKR selling 19.9M APP shares at $56; AppLovin to repurchase 10.5M at $54.46
Secondary offering of 19,866,397 Class A shares by KKR Denali at $56.00 per share.
AppLovin Q4 revenue $953M (+36% YoY), Adj EBITDA $476M; Board approves $1.25B buyback
Q4 revenue $953M (+36% YoY), net income $172M, Adjusted EBITDA $476M (+83% YoY) at 50% margin.
On April 9, 2025, the Board of Directors (the “Board”) of AppLovin Corporation (the “Company”) appointed Maynard Webb to the Board and as a member of the Audit Committee and Nominating and Corporate Governance Committee of the Board.
On April 8, 2025, Edward Oberwager notified the Company that he will not stand for re-election as a member of the Board at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”).
On February 10, 2025, Katie Jansen, the Chief Marketing Officer of AppLovin Corporation (the “Company”), tendered her resignation from her position with the Company effective March 14, 2025.
Max materiality 0.85 · Median 0.75 · Most common event earnings