Applovin Corporation (APP)

From the record

Applovin Corporation's filings since 2018 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Applovin Corporation's 7 filed years say what it did: revenue went from $994 million in fiscal 2019 to $5.5 billion in fiscal 2025, up 32.9% a year; it rose in 5 of 6 years; the deepest fall was 35% from fiscal 2022 to fiscal 2023; net income was positive in 5 of 7 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Applovin Corporation's diluted share count shrank about 2.7% a year, and dividends and buybacks returned about 61% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 704 sales (417 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-02 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Applovin Corporation earned about 156 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 66 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 71 cents per dollar of assets, and net share issuance: its share count shrank 1.7% over the year (the filed statements).

From the record

Applovin Corporation's standing among 73 graded names in its industry family: revenue of $5.5 billion in fiscal 2025 ranks in the top 9% by size; a net margin of 60.8% ranks in the top 1%; revenue growth of 24.8% a year over the last 3 filed years ranks in the top 16% (its annual reports).

From the record

Applovin Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Foroughi, Arash Adam (CEO, as filed), filing under that title since 2021-04-14, 5.6 years (top 44% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 5 years (top 47%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 12%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Applovin Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $2.5 billion against debt of $3.5 billion leaves -14.1% of its assets as net cash, bottom 26% of its family; cash from operations less capital spending is 72.5% of revenue (top 2%); a gross margin of 87.9% (top 7%); research spending of 4.1% of revenue (bottom 13%) (its annual report).

From the record

Applovin Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 24.8% a year over the last three filed years against 32.9% over all 7, slowing (bottom 45% of its family); the newest year grew 70.1% (top 11%); research spending grew -23.6% a year (bottom 13%); capital spending grew 50.9% a year (top 13%) (its annual reports). Applovin Corporation tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Applovin Corporation's newest year against its own record: revenue of $5.5 billion in fiscal 2025 came in 58.9% above the $3.4 billion its prior three years' pace pointed to (top 8% of its family); net income of $3.3 billion against a prior three-year average of $581 million (top 5%); a net margin of 60.8% against 20.5% before (top 13%) (its annual reports).