— Fundamental Stock Analysis and Report Card
Located in Palo Alto, CA, US. AppLovin Corporation provides a specialized software platform focused on empowering mobile application developers to enhance the marketing and revenue generation of their products. With operations spanning the United States and international markets, the company assists mobile app developers worldwide. Among its core software offerings is AppDiscovery, a marketing solution that intelligently connects advertiser demand with publisher supply through an auction-based model. Another key product is Adjust, an analytics platform that enables marketers to scale their mobile apps by offering capabilities for performance measurement, campaign optimization, and user data protection. Additionally, MAX is an in-app bidding software engineered to maximize the value derived from an app's advertising inventory by facilitating real-time competitive auctions. Its client base is broad, serving advertisers, publishers, internet platforms, and other stakeholders. Founded in 2011, the enterprise maintains its headquarters in Palo Alto, California.
Revenue, earnings and profitability.
Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.
Revenue History
Earnings History
Margins
Income & Cash Flow analysis.
An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.
Q1 2026 Total ($) | Q1 2026 Margin (%) | |
|---|---|---|
| Revenue | 1.8b +683.5m +59.0% | |
| Gross Income | 1.6b +631.5m +62.7% | 89% +2.0pp +2.3% |
| EBITDA | 1.5b +588.9m +63.5% | 82% +2.3pp +2.8% |
| Operating Income | 1.4b +600.0m +71.4% | 78% +5.7pp +7.8% |
| Net Income | 1.2b +629.2m +109.2% | 65% +15.7pp +31.6% |
| Earnings Per Share | 3.57 +1.9 +110.0% | |
| Operating Cash Flow | 1.3b +459.7m +55.3% | 70% -1.7pp -2.3% |
| Free Cash Flow | 1.3b +459.7m +55.3% | 70% -1.7pp -2.3% |
| Research & Development | 94.1m +37.7m +66.8% | 5% +0.2pp +4.9% |
What are the analysts saying?
Analyst Consensus aggregates Wall Street recommendations into buy/hold/sell counts, while the Fundamental Scorecard grades the company on six financial ratios (P/B, P/E, D/E, ROA, ROE, DCF) plus an overall score. The two measure different things and can point in different directions.