Symbols

APP

Applovin·NASDAQ

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APP fundamentals

APP Q4 2025 Earnings

Applovin (APP) released its earnings on Feb 11, 2026: revenue was 1.66B (YoY +20.77%), beat estimates; EPS was 3.24 (YoY +87.28%), beat estimates.

Revenue / YoY

1.66B

+20.77%

EPS / YoY

3.24

+87.28%

Report date

Feb 11, 2026

APP Earnings Call Summary for Q4,2025

Record Q4 performance: $1.66B revenue (+66% YoY), $1.4B EBITDA (84% margin), $1.31B free cash flow. Full-year 2025 free cash flow: $3.95B (+91%).
AI-driven growth: 30-day LTV/CAC breakeven for new advertisers. AXON 2 gaming model conversion rates up to 5%, e-commerce model improving with data.
Competitive advantage: MAX auction 84% EBITDA margin vs. Meta's 20%+ operating margin. Q1 2026 guidance: 5-7% sequential growth.
E-commerce expansion: Self-service launch with generative AI tools. E-commerce GMV growth driven by low-cost content creation and 100+ advertisers testing AI.

Earnings

EPS

Revenue

Revenue & Expenses

APP has released its 2025 Q4 earnings report, with revenue of 1.66B, reflecting a YoY change of 65.88%, and net profit of 1.10B, showing a YoY change of 83.95%. The Sankey diagram below clearly presents APP's revenue sources and cost distribution.

Key Indicators

Applovin (APP) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Applovin (APP)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Breakdown

Balance Sheet

Applovin (APP)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Breakdown

Cash Flow

Applovin (APP)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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Breakdown