APP · AppLovin Corp · Webcasts, Transcripts & Audio
$409.10
+15.42 (+3.92%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q3 2026 earnings call transcript
Market Cap
$135.54B
Shares
331.32M
Volume · Nov 13
3.43M
Avg daily vol (3M)
5.18M
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AppLovin Corp Webcasts
Earnings calls, investor updates, investor days and conferences for AppLovin Corp (APP), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
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Earnings call
FY26 · Q3
2026-11-04
AppLovin Corp (APP) Q3 2026 Earnings Call Transcript
Confident tone
Consumer advertising growth
Record financial performance
Share repurchases and balance sheet
Revenue
$2.18B
▲ 55.5% YoY Diluted EPS
$4.30
▲ 75.5% YoY Gross margin
89.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
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 Gross margin
88.3%
Rev · 8q
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 Gross margin
88.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
AppLovin Corp (APP) March 4, 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 Gross margin
88.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-09
AppLovin Corp (APP) December 9, 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 Gross margin
87.6%
Rev · 8q
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 Gross margin
87.7%
Rev · 8q
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 Gross margin
86.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2025-04-23
AppLovin Corp (APP) April 23, 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*
Gross margin
102.6%
Rev · 8q
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 Gross margin
85.5%
Rev · 8q
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 Gross margin
82.9%
Rev · 8q
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
Gross margin
72.2%
Rev · 8q
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
−$488.06M*
▼ 169.5% YoY Gross margin
12.1%
Rev · 8q
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 Gross margin
69.3%
Rev · 8q
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
Gross margin
65.5%
Rev · 8q
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
Gross margin
63.4%
Rev · 8q
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 Gross margin
47.4%
Rev · 8q
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
Gross margin
57.8%
Rev · 8q
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 Gross margin
60.8%
Rev · 8q
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
Gross margin
54.9%
Rev · 7q
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 Gross margin
66.6%
Rev · 6q
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
Gross margin
65.1%
Rev · 6q
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
Gross margin
63.2%
Rev · 5q
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 Gross margin
63.1%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Showing 1–26 of 26 webcasts
Key facts
CIK
1751008
CUSIP
03831W108
13F (30d)
1007 filings
930 filers
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