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Applovin
Applovin (APP) investor relations material
Applovin Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record operating performance in Q4 and full year 2025, driven by AI-powered models, strong execution in core mobile gaming, and expanding e-commerce initiatives.
Revenue for Q4 2025 reached $1.66 billion, up 66% year-over-year, with full-year 2025 revenue at $5.48 billion, a 70% increase year-over-year.
Net income from continuing operations for Q4 2025 was $1.10 billion, up 85% year-over-year, with a net margin of 66%.
Adjusted EBITDA for Q4 2025 was $1.4 billion, up 82% year-over-year, with an 84% margin; full-year Adjusted EBITDA was $4.51 billion (82% margin), up 87% year-over-year.
Addressed market concerns about AI and competition, emphasizing innovation, network effects, and the scalability of the platform.
Financial highlights
Q4 revenue reached $1.66 billion, up 66% year-over-year, with adjusted EBITDA of $1.4 billion (84% margin), up 82% year-over-year.
Full-year 2025 revenue was $5.48 billion, up 70% year-over-year; adjusted EBITDA was $4.51 billion (82% margin), up 87% year-over-year.
Q4 2025 net income from continuing operations: $1.10 billion (+85% Y/Y), net margin 66%.
Free cash flow for Q4 was $1.31 billion, up 88% year-over-year; full-year free cash flow was $3.95 billion, up 91% year-over-year.
Cash and cash equivalents at year-end 2025: $2.49 billion.
Outlook and guidance
Q1 2026 revenue guidance: $1.745–$1.775 billion, representing 5–7% sequential growth.
Q1 2026 adjusted EBITDA guidance: $1.465–$1.495 billion, with an expected margin of approximately 84%.
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Next Applovin earnings date
Q1 20266 May, 2026
Applovin
Next Applovin earnings date
Q1 20266 May, 2026
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Applovin Corporation is a technology company that provides software solutions for mobile application developers. Its platform includes marketing, monetization, and analytics tools that enable developers to grow and optimize their apps. The company also owns a portfolio of mobile games operated through its app studios. Applovin Corporation is headquartered in Palo Alto, California, and its shares are listed on the NASDAQ.
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