AppLovin's Q4 revenue reached $1.37 billion, growing 44% year-over-year, with total adjusted EBITDA margins holding strong at around 62%. The core Advertising segment delivered $999 million revenue at an 81% margin, driven by Axon's algorithmic improvements and reinforcement learning. Web ad churn among top-spending clients remains under 3% while current market penetration stays below 0.1%, signaling early stickiness.
AppLovin is a standout AI-powered adtech platform, delivering robust cash flow and outpacing industry growth with expanding margins and a capital-light model. Despite a volatile stock ride, AppLovin remains undervalued given its rapid earnings expansion, strong financials, and massive growth runway in web and TV ads. The company's relentless automation, high-margin ad business, and recent divestiture of its gaming segment fuel exceptional profitability and free cash flow.
Recently, Zacks.com users have been paying close attention to AppLovin (APP). This makes it worthwhile to examine what the stock has in store.
![]() PG5 19 Jan 2023 | Other | €0.01 Per Share |
![]() PG5 25 Aug 2022 | Other | €0.01 Per Share |
![]() PG5 24 Feb 2022 | Other | €0.01 Per Share |
![]() PG5 26 Aug 2021 | Other | €0.01 Per Share |
6 Aug 2025 (In 3 weeks) Date | | 2.32 Cons. EPS | - EPS |
6 May 2025 Date | | 0.57 Cons. EPS | 2.38 EPS |
12 Feb 2025 Date | | 1.83 Cons. EPS | 2.07 EPS |
6 Nov 2024 Date | | 0.92 Cons. EPS | 1.25 EPS |
7 Aug 2024 Date | | 0.75 Cons. EPS | 0.89 EPS |
![]() PG5 19 Jan 2023 | Other | €0.01 Per Share |
![]() PG5 25 Aug 2022 | Other | €0.01 Per Share |
![]() PG5 24 Feb 2022 | Other | €0.01 Per Share |
![]() PG5 26 Aug 2021 | Other | €0.01 Per Share |
6 Aug 2025 (In 3 weeks) Date | | 2.32 Cons. EPS | - EPS |
6 May 2025 Date | | 0.57 Cons. EPS | 2.38 EPS |
12 Feb 2025 Date | | 1.83 Cons. EPS | 2.07 EPS |
6 Nov 2024 Date | | 0.92 Cons. EPS | 1.25 EPS |
7 Aug 2024 Date | | 0.75 Cons. EPS | 0.89 EPS |
Software - Application Industry | Technology Sector | Adam Arash Foroughi CEO | XFRA Exchange | GB0006710643 ISIN |
US Country | 1,533 Employees | - Last Dividend | - Last Split | 15 Apr 2021 IPO Date |
AppLovin Corporation, based in Palo Alto, California, plays a significant role in revolutionizing digital advertising and app development industries both in the United States and internationally. Incorporated in 2011, AppLovin has quickly ascended as a pioneering force, establishing a software-based platform dedicated to aiding advertisers in optimizing the marketing and monetization of their content. The company operates through two main segments: Software Platform and Apps, serving a broad spectrum of clients from individuals and small businesses to large enterprises, including mobile app publishers, indie studio developers, and internet platforms.
AppDiscovery serves a crucial role in the efficient allocation of advertising resources, ensuring that advertisements reach the right audience at the optimum time, thereby maximizing engagement and conversion rates.
MAX enables publishers to maximize their revenue through dynamic bidding, ensuring that each ad placement is sold at the highest possible price, thereby optimizing inventory utilization and profitability.
Adjust is tailored to provide visibility into app performance, facilitating data-driven decisions that enhance user acquisition, retention, and overall app success.
Wurl extends the reach of digital content into the rapidly expanding OTT and CTV spheres, providing content creators and advertisers with innovative avenues for content delivery and monetization.
SparkLabs offers vital services to enhance an app's discoverability, employing strategic optimization to elevate its presence within app stores, thereby driving organic user acquisition.
This exchange acts as a dynamic marketplace, ensuring efficient buying and selling of ad inventory, optimizing reach and engagement across diverse platforms.
Array delivers a broad spectrum of functionalities, ranging from app distribution and management to user engagement and analytics, supporting the lifecycle of mobile apps and enhancing user experience.