Company · CIK 0001751008
AppLovin Corp
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Summary
AppLovin Corporation
AppLovin builds a software platform that helps advertisers acquire users and publishers monetize mobile and connected‑TV inventory. Its core products — including MAX (in‑app bidding), AppDiscovery (user acquisition), Adjust (measurement) and the AXON recommendation/optimization engine — connect advertiser demand with publisher supply and generate revenue through fees for ad placement, auctions and analytics.[1]
Business Segments
- Advertising: performance advertising and monetization solutions (MAX, AppDiscovery, AXON); primary revenue driver (~68% of total revenue).[2]
- Apps: portfolio of free‑to‑play mobile games generating in‑app purchases and in‑app ad inventory (~32% of total revenue).[2]
- Measurement & platform services: analytics and attribution (Adjust) and related tools that support advertiser ROI measurement and platform adoption (reported within segments).[2]
Competitive Position
- Data and scale advantages: the platform’s large user reach and high ad‑volume create a data flywheel that improves targeting and ROAS, reinforcing advertiser demand.[3]
- Integrated stack and product breadth: owning supply‑side (MAX), demand/ad‑marketplace (AppDiscovery), and measurement (Adjust) raises switching costs for clients and aids monetization.[4]
Investment Considerations
- Opportunity — high‑margin, scalable ad platform: advertising fees and auction economics can produce strong operating leverage as volume and automation increase.[2]
- Opportunity — expansion beyond gaming: tools designed for performance marketing let the platform address broader digital ad categories (e‑commerce, CTV), increasing total addressable market.[3]
- Risk — dependence on third‑party platforms and partners: revenue and targeting capability are influenced by platform policies and data access from app stores and social platforms.[2]
- Risk — regulatory, privacy and reputational exposure: adtech firms face ongoing legal, privacy and compliance risks that can affect operations, measurement practices and client relationships.[2]
Market data
Price
$277.04−$3.08 (−1.10%)
APP · Last trade
- Prev close
- $280.12
- Range (29d)
- $268.22 – $334.24
On the record
Recent filings
- 144APPAppLovin Corp0001959173-26-006334 · 6.2 KBSEC(opens sec.gov)
- 10-QAPPQuarterly update0001751008-26-000059 · 5.9 MBSEC(opens sec.gov)
- 8-KAPPCurrent report0001751008-26-000057 · 384.3 KBSEC(opens sec.gov)
- 144APPAppLovin Corp0001958244-26-000384 · 6.9 KBSEC(opens sec.gov)
- 144APPAppLovin Corp0001958244-26-000383 · 7.0 KBSEC(opens sec.gov)
- 8-KAPPCurrent report0001751008-26-000050 · 164.0 KBSEC(opens sec.gov)
- 10-QAPPQuarterly update0001751008-26-000044 · 5.1 MBSEC(opens sec.gov)
- 8-KAPPCurrent report0001751008-26-000042 · 332.8 KBSEC(opens sec.gov)
- 8-KAPPCurrent report0001751008-26-000014 · 159.6 KBSEC(opens sec.gov)
- 144APPAppLovin Corp0001958244-26-000150 · 5.3 KBSEC(opens sec.gov)
Insiders
- Angel Pride Holdings Ltd10% Owner
- Arutunian ElenaChief Accounting Officer
- Billings Craig ScottDirector
- Cacovean Corina IChief Legal Officer
- Chen Herald YDirector
- Dorosh DmitriyPrincipal Accounting Officer
- Foroughi Arash AdamDirector, CEO, 10% Owner
- Georgiadis Mary Margaret HastingsDirector
- Ge XiaochuanCTO
- Harvey Dawson AlyssaDirector
Tickers
Addresses
business
1100 PAGE MILL RD
PALO ALTO, CA, 94304-1047
mailing
1100 PAGE MILL RD
PALO ALTO, CA, 94304-1047
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