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APP · AppLovin Corp · Earnings Call Transcripts & Audio

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$290.95 -14.71 (-4.81%) At close · Sep 30
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$102.76B
Shares
334.65M
Volume · Sep 30 6.74M Avg daily vol (3M) 5.79M

AppLovin Corp Earnings Call Transcripts

Quarterly earnings calls for AppLovin Corp (APP), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼1.9% $713.10M $23.77M '22 Q3 22-11-09 ▼11.5% $702.31M −$79.51M '22 Q4 23-02-08 ▲14.4% $715.40M −$4.52M '23 Q1 23-05-10 ▼3.4% $750.16M $80.36M '23 Q2 23-08-09 ▲21.2% $864.26M $108.64M '23 Q3 23-11-08 ▼169.5% $ $172.23M '23 Q4 24-02-14 ▲47.9% $1.06B $236.18M '24 Q1 24-05-08 ▼5.2% $711.01M $309.97M '24 Q2 24-08-07 ▼3.4% $835.19M $434.42M '24 Q3 24-11-06 · $619.74M $599.20M '24 Q4 25-02-12 ▲9.5% $1.16B $576.42M '25 Q1 25-05-07 ▲77% $1.26B $819.53M '25 Q2 25-08-06 ▲68.2% $1.41B $835.54M '25 Q3 25-11-05 ▲167.5% $1.66B $1.10B '25 Q4 26-02-11 ▲59% $1.84B $1.21B '26 Q1 26-05-06 LATEST ▲52.8% $1.92B $1.27B '26 Q2 26-08-05
Earnings call
FY26 · Q2
2026-08-05
AppLovin Corp (APP) Q2 2026 Earnings Call Transcript
Confident tone Gaming vertical Consumer vertical scaling Model performance driving growth
Revenue
$1.92B
▲ 52.8% YoY
Diluted EPS
$3.76
▲ 57.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
AppLovin Corp (APP) Q1 2026 Earnings Call Transcript
Confident tone Platform opening to public / Axon Gaming business Financial performance and margins
Revenue
$1.84B
▲ 59% YoY
Diluted EPS
$3.56
▲ 113.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2026-03-04
AppLovin Corp (APP) March 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q4
2026-02-11
AppLovin Corp (APP) Q4 2025 Earnings Call Transcript
Confident tone AI-driven growth and platform opportunity E-commerce / web advertising expansion Data depth and model learning curve in e-commerce
Revenue
$1.66B*
▲ 167.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Conference
Investor event
2025-12-09
AppLovin Corp (APP) December 2025 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY25 · Q3
2025-11-05
AppLovin Corp (APP) Q3 2025 Earnings Call Transcript
Confident tone E-commerce / Axon Ads expansion Self-service platform launch and ramp Quarterly financial performance and profitability
Revenue
$1.41B
▲ 68.2% YoY
Diluted EPS
$2.45
▲ 96% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
AppLovin Corp (APP) Q2 2025 Earnings Call Transcript
Confident tone Core Gaming Advertising Strength Web / E-Commerce Advertising Financial Performance & Profitability
Revenue
$1.26B
▲ 77% YoY
Diluted EPS
$2.39
▲ 168.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-07
AppLovin Corp (APP) Q1 2025 Earnings Call Transcript
Confident tone E-commerce and web advertising expansion AI and machine learning model improvements (Axon) Advertising business growth and financial performance
Revenue
$1.16B
▲ 9.5% YoY
Diluted EPS
$1.67
▲ 149.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Conference
Investor event
2025-04-23
AppLovin Corp (APP) April 2025 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY24 · Q4
2025-02-12
AppLovin Corp (APP) Q4 2024 Earnings Call Transcript
Confident tone Ecommerce advertising expansion Advertising segment financials Platform scale and reach
Revenue
$619.74M*
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-06
AppLovin Corp (APP) Q3 2024 Earnings Call Transcript
Confident tone E-commerce expansion pilot Financial results and profitability Apps business stability and segment rename
Revenue
$835.19M
▼ 3.4% YoY
Diluted EPS
$1.25
▲ 316.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-07
AppLovin Corp (APP) Q2 2024 Earnings Call Transcript
Confident tone E-commerce / Web Advertising Expansion Profitability and Cash Flow Software Platform Growth
Revenue
$711.01M
▼ 5.2% YoY
Diluted EPS
$0.89
▲ 304.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-08
AppLovin Corp (APP) Q1 2024 Earnings Call Transcript
Confident tone Total Addressable Market / Mobile Gaming Growth Software Platform Growth & AXON Performance Margin & Operating Leverage
Revenue
$1.06B
▲ 47.9% YoY
Diluted EPS
$0.67
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-14
AppLovin Corp (APP) Q4 2023 Earnings Call Transcript
Confident tone Software Platform / AXON AI engine growth Non-gaming vertical expansion Advertiser / market demand environment
Revenue
$*
▼ 169.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-08
AppLovin Corp (APP) Q3 2023 Earnings Call Transcript
Revenue
$864.26M
▲ 21.2% YoY
Diluted EPS
$0.30
▲ 400% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-09
AppLovin Corp (APP) Q2 2023 Earnings Call Transcript
Revenue
$750.16M
▼ 3.4% YoY
Diluted EPS
$0.22
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-10
AppLovin Corp (APP) Q1 2023 Earnings Call Transcript
Revenue
$715.40M
▲ 14.4% YoY
Diluted EPS
$-0.01
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
AppLovin Corp (APP) Q4 2022 Earnings Call Transcript
Revenue
$702.31M*
▼ 11.5% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-09
AppLovin Corp (APP) Q3 2022 Earnings Call Transcript
Revenue
$713.10M
▼ 1.9% YoY
Diluted EPS
$0.06
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-10
AppLovin Corp (APP) Q2 2022 Earnings Call Transcript
Revenue
$776.23M
▲ 16.1% YoY
Diluted EPS
$-0.06
▼ 250% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-11
AppLovin Corp (APP) Q1 2022 Earnings Call Transcript
Revenue
$625.42M
▲ 3.6% YoY
Diluted EPS
$-0.31
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-02-16
AppLovin Corp (APP) Q4 2021 Earnings Call Transcript
Revenue
$793.47M*
▲ 55.6% YoY
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-10
AppLovin Corp (APP) Q3 2021 Earnings Call Transcript
Revenue
$726.95M
▲ 90.4% YoY
Diluted EPS
$0.00
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-11
AppLovin Corp (APP) Q2 2021 Earnings Call Transcript
Revenue
$668.81M
▲ 123.4% YoY
Diluted EPS
$0.04
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-12
AppLovin Corp (APP) Q1 2021 Earnings Call Transcript
Revenue
$603.88M
▲ 132.1% YoY
Diluted EPS
$-0.05
▼ 600% YoY
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–25 of 25 earnings calls
Key facts CIK 1751008 CUSIP 03831W108 13F (30d) 23 filings 18 filers Visit website Investor relations