AppLovin

Show10-K10-Q8-KIPO

10-QQ2 FY2026Positive
Filed Aug 5
Stronger monetization drove AppLovin Ads growth despite fewer installations after the Apps Business sale.
- Revenue$1.9BYoY +52.8%
- Net income$1.3BYoY +54.5%
8-KPositiveEarningsNew guidance
Filed Aug 5
Class A share repurchases and withholding trimmed the share count; Q3 guidance calls for further revenue growth at an 83% adjusted EBITDA margin.
8-KShareholder voteGovernance change
Filed Jun 5
Stockholders approved officer exculpation and rejected a proposal to disclose voting results by share class.
10-QQ1 FY2026Positive
Filed May 6
Axon monetization gains drove growth despite fewer installations, with revenue outpacing infrastructure and delivery costs.
- Revenue$1.8BYoY +59.0%
- Net income$1.2BYoY +109.2%
8-KPositiveEarningsNew guidance
Filed May 6
Prior-year discontinued-operations losses amplified net income growth; Class A repurchases and withholding reduced share count.
8-KLeadership changeExecutive pay
Filed Apr 7
Craig Billings becomes independent chair so Adam Foroughi can focus on strategic execution; Giovanni Ge is set to succeed Basil Shikin as CTO.
10-KFY2025PositiveImpairment / charge
Filed Feb 19
Axon-led monetization drove growth more than installation gains; the Apps sale sharpened the advertising focus.
- Revenue$5.5BYoY +70.0%
- Net income$3.3BYoY +111.0%
8-KPositiveEarningsNew guidance
Filed Feb 11
Management targets sustaining Q4’s 84% non-GAAP Adjusted EBITDA margin into Q1 as guided revenue rises.

Coverage: 10-K, 10-Q and 8-K filings filed since Jan 1, 2026.

10-QQ2 FY2026Positive