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.
AppLovin Q3 revenue $864M (+21% YoY); CFO Herald Chen to step down, Stumpf named CFO
Revenue $864M (+21% YoY), net income $109M, Adj EBITDA $419M (+63% YoY), above guidance.
AppLovin appoints Todd Morgenfeld to board; Asha Sharma resigns
Todd Morgenfeld appointed to AppLovin board, former Pinterest CFO and Head of Business Operations.
AppLovin to repurchase 15M shares from KKR Denali for $552.75M at $36.85/share
Repurchases 15M shares from KKR Denali at $36.85/share for $552.75M total, a 3.6% discount to Aug 18 close of $38.23.
AppLovin enters $1.5B refinancing Amendment No. 9 to Credit Agreement
Entered Amendment No. 9 for refinancing term loans totaling $1.5 billion.
KKR sells 10M AppLovin shares to GQG Partners in direct placement
KKR Denali Holdings sells 10 million shares of AppLovin Class A common stock to GQG Partners.
AppLovin negotiating credit amendment to extend term loan maturity to 2030, prepay $249M
Current $1.749B term loans due 2025; proposed $1.5B due 2030 subject to negotiations.
Revenue $750M (-3% YoY); net income $80M vs $(22)M loss a year ago; Adjusted EBITDA $334M (44% margin, up from 35%).
AppLovin amends credit agreement: $610M revolver, maturity extended; annual meeting results
Amendment No. 8 increases Revolving Credit Commitments by $10M to $610M aggregate.
KKR sells 15M AppLovin shares to GQG; closing on June 9
KKR Denali enters agreement to sell 15,000,000 shares of AppLovin Class A common stock to GQG Partners.
Private repurchase of 15,952,381 shares from KKR Denali at $21.00/share, total ~$335M; 8% discount to $22.88 close.
AppLovin Q1 revenue $715M beats guidance; Software Platform revenue record $355M
Total revenue $715M, above quarterly guidance top end of $705M; Software Platform revenue $355M (record, +16% QoQ).
Total PSUs of 17,255,000 shares; 40% each to CEO Foroughi and CTO Shikin, 20% to Additional Participants.
AppLovin amends cash flow classification; Q4 revenue $702M, Adj. EBITDA $260M, guides Q1 $685-705M
Q4 revenue $702M (above guidance), net loss $80M, Adj. EBITDA $260M (near high end of guidance).
AppLovin reports Q4 revenue $702M, net loss $80M; guides Q1 revenue $685-705M
Q4 2022 revenue $702M (-11% YoY); net loss $80M vs net income $31M in Q4 2021.
AppLovin adopts amended bylaws effective Feb 3, 2023, with governance updates
Board approved Amended and Restated Bylaws effective February 3, 2023.
Software Platform rev $307M (+59% YoY); SPEC clients up 84% to 538; NDBRR 166%.
AppLovin Q2 revenue $776M (+16% YoY), net loss $22M; proposes Unity merger, cuts FY guidance
Software Platform revenue $318M (+118% YoY); segment Adjusted EBITDA margin 62%.
AppLovin proposes all-stock merger with Unity valuing Unity at $58.85/share; updates 2022 guidance
All-stock deal values Unity at $20B enterprise value, $58.85/share – an 18% premium to 8/8/2022 close.
All eight director nominees elected, including Adam Foroughi, Herald Chen, Craig Billings, and Margaret Georgiadis; each won with >1.74B votes for.
Revenue $625M ($835M incl. $210M non-recurring publisher bonuses); Adj EBITDA $276M (+111%); Net loss $115M vs $11M loss YoY.
AppLovin authorizes $750M share buyback; issues ~2.7M shares for Wurl acquisition
Authorized $750M share repurchase program for Class A common stock, effective immediately.
AppLovin Q4 revenue $793M (+56% YoY), raises 2022 Software Platform guidance to $1.35-1.50B
Q4 revenue $793M (+56% YoY), net income $31M (vs loss $19M), Adj. EBITDA $221M (+60% YoY, margin 28%).
AppLovin completes acquisition of MoPub from Twitter for $1.05B in cash on Jan 1, 2022
Completed acquisition of MoPub from Twitter for approximately $1.05 billion in cash on January 1, 2022.
AppLovin Q3 revenue $727M (+90% YoY); Software Platform revenue up 385% to $193M
Q3 revenue $727M (+90% YoY); Business Software Platform revenue $193M (+385% YoY).
AppLovin adds $1.5B in incremental term loans under existing credit facility
Borrowed $1.5B new term loans via Amendment No. 6 to existing credit agreement.
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.
On November 3, 2023, the Company’s board of directors (the “Board”) appointed Matthew Stumpf, the Company’s current Vice President of Finance and FP&A, to serve as Chief Financial Officer, effective as of January 1, 2024.
On November 3, 2023, Herald Chen, the Company's President and Chief Financial Officer, informed the Company that he will resign from his management roles, effective as of December 31, 2023.
Effective as of January 1, 2024, Mr. Stumpf will be deemed the Company’s principal financial officer and Dmitriy Dorosh, the Company’s current Vice President, Controller, will be deemed the Company’s principal accounting officer.
On September 5, 2023, the Board of Directors (the “Board”) of AppLovin Corporation (the “Company”) appointed Todd Morgenfeld to the Board.
On September 5, 2023, Asha Sharma notified the Company of her resignation from the Board, effective immediately.
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.
On August 10, 2022, AppLovin announced that, on August 8, 2022, Elena Arutunian, the Company’s Chief Accounting Officer and Principal Accounting Officer, tendered her resignation from her position with the Company, effective two business days following the filing of our Quarterly Report on Form 10-Q for the period ended June 30, 2022.
On November 8, 2021, Cathy Sun resigned from the board of directors (the “Board”) of the Company.
On November 8, 2021, the Board appointed Alyssa Harvey Dawson to the Board.
Max materiality 0.90 · Median 0.72 · Most common event earnings