AI REVENUE WARS ● 2026-10-30

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AppLovin

public · APP · SEC filings · Advertising & searchRevenue is mostly an ad-platform fee (apps business divested 2025); excluded from advertising totals and share.

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

All observations (27)

PeriodMetricValueYoYQualityHowSource
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$1.92B+52.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$1.84B+59.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$5.48B+70.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$1.66B+65.9%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-02-19) minus nine-month year-to-date revenue (10-Q filed 2025-11-05). Q4 is not filed as a three-month figure.
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$1.41B+68.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$1.26B+77.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$1.48B+40.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$4.71B+43.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$1.37B+44.0%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Derived: fiscal-year revenue (10-K filed 2025-02-27) minus nine-month year-to-date revenue (10-Q filed 2024-11-06). Q4 is not filed as a three-month figure.
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$1.20B+38.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$1.08B+44.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$1.06B+47.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$3.28B+16.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$953.26M+35.7%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax · restated in a later filing
Derived: fiscal-year revenue (10-K filed 2024-02-26) minus nine-month year-to-date revenue (10-Q filed 2023-11-08). Q4 is not filed as a three-month figure.
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$864.26M+21.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$750.16M-3.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$715.40M+14.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$2.82B+0.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$702.31M-11.5%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-28) minus nine-month year-to-date revenue (10-Q filed 2022-11-10). Q4 is not filed as a three-month figure.
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$713.10M-1.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$776.23M+16.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$625.42M+3.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$2.79B+92.5%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$793.47M+55.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-03-11) minus nine-month year-to-date revenue (10-Q filed 2021-11-12). Q4 is not filed as a three-month figure.
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$726.95M+90.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$668.81M+123.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$603.88M—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q