AppLovin Corporation filings document the operations, governance and capital structure of a public marketing-platform company focused on advertising software and AI solutions. Recent Form 8-K reports cover quarterly and annual financial results, non-GAAP performance measures such as Adjusted EBITDA, cash-flow disclosures, share repurchases, and material-event reporting.
Proxy materials describe board composition, director elections, executive compensation, board leadership and leadership-transition matters. The filing record also includes capital-structure disclosures for Class A and Class B common stock, material agreements, repurchase-program activity, and company statements on its focus on the core advertising platform after the sale of its Apps business.
AppLovin Corporation reported third-quarter 2026 revenue of $2.185 billion, up 55% from $1.405 billion a year earlier, and net income of $1.439 billion versus $835.5 million. The company attributed revenue growth primarily to improved AppLovin Ads performance: net revenue per installation rose 55%, while installation volume increased 2%. For the first nine months of 2026, revenue was $5.951 billion, up 56% year over year, and net income was $3.911 billion versus $2.231 billion.
For the nine months, operating cash flow was $3.589 billion and free cash flow was $3.569 billion. Cash and cash equivalents totaled $3.174 billion at September 30, 2026. AppLovin repurchased and retired 7,329,450 Class A shares for $2.9 billion, leaving $394.3 million available at quarter-end. In October 2026, the board authorized an approximately $3.2 billion increase, bringing the available amount to $3.6 billion.
AppLovin Corporation reported third-quarter 2026 revenue of $2.185 billion, up 55% year over year, and net income of $1.439 billion, up 72%. Adjusted EBITDA was $1.842 billion, up 59%, with an 84% margin versus 82% a year earlier. Free cash flow was $1.418 billion; basic and diluted EPS were $4.31 and $4.30.
For fourth-quarter 2026, AppLovin forecast revenue of $2.365 billion to $2.395 billion and Adjusted EBITDA of $1.995 billion to $2.025 billion, with an 84% to 85% margin. It did not provide forward-looking GAAP equivalents or a reconciliation for these non-GAAP guidance measures, citing uncertainty and potential variability in reconciling items. In Q3, it repurchased and withheld 4.1 million Class A shares at a total cost of $1.4 billion. The board increased the authorization by $3.2 billion to $3.6 billion as of the end of October.
Separately, stockholders holding approximately 67% of voting power approved reincorporation from Delaware to Nevada by conversion through written consent on October 29, 2026. AppLovin plans to mail a Schedule 14C to holders of record as of close of business that day and plans to effect the conversion no earlier than 20 calendar days after mailing begins.
AppLovin Corp (APP) Chief Legal Officer Corina I. Cacovean acquired 21,952 restricted stock units (RSUs) on October 29, 2026. Each RSU represents a contingent right to receive one share of Class A common stock. One-quarter of the RSUs vests on February 20, 2027, and one-quarter on each three-month anniversary thereafter, subject to continued service through each vesting date. Her reported direct holdings following the award were 26,739 shares; certain securities are represented by RSUs.
AppLovin Corp Chief Financial Officer Matthew Stumpf received an award of 54,880 restricted stock units (RSUs) on October 29, 2026. Each RSU represents a contingent right to receive one share of Class A common stock. One-quarter of the RSUs is scheduled to vest on February 20, 2027, with another one-quarter on each three-month anniversary thereafter, subject to continued service as a service provider. His reported direct position after the award was 230,309 shares; certain securities in that position are represented by RSUs.
AppLovin Corp (APP) CTO Xiaochuan Ge received direct awards of 91,467 restricted stock units (RSUs) and 182,224 performance-based restricted stock units (PSUs) on October 29, 2026. Each unit represents a contingent right to receive one Class A common share. One-quarter of the RSUs vests on February 20, 2027, and one-quarter vests on each three-month anniversary thereafter, subject to Ge continuing to be a service provider through each applicable date. PSU vesting eligibility is based on AppLovin's market capitalization over a performance period beginning on the Grant Date and ending October 30, 2032, also subject to continued service.
AppLovin CEO Arash Adam Foroughi acquired 128,055 restricted stock units on October 29, 2026. Each RSU represents a contingent right to receive one share of Class A common stock. One-quarter of the award is scheduled to vest on February 20, 2027, with another one-quarter vesting on each three-month anniversary thereafter, subject to his continuing to be a service provider through each vesting date. His reported direct post-transaction holding was 2,453,009 shares of Class A common stock; certain securities in that amount are represented by RSUs.
Separate indirect holding entries identify The JAF Children's Trust and The WHK Trust, which hold shares for the benefit of his children, and The OD Trust, whose beneficiaries are his children. Foroughi disclaims beneficial ownership of those trust-held shares.
AppLovin Corp (APP) director Barbara Messing acquired 64 shares of Class A common stock on October 15, 2026, through restricted stock units. Each RSU represents a contingent right to receive one Class A share, and 100% of the RSUs vested on the grant date. Her reported direct position following the award was 10,254 shares, certain of which are represented by RSUs.
AppLovin Corp director Maynard G. Webb Jr. acquired 67 restricted stock units (RSUs) on October 15, 2026. Each RSU represents a contingent right to receive one share of Class A common stock, and all 67 vested on the grant date. After the award, his direct holdings were 3,265 shares, certain of which are represented by RSUs. Separately, 120,444 shares were held by Webb Investment Network, an entity wholly owned by Webb and his spouse.
AppLovin Corp (APP) reported that director Victoria Valenzuela had 2,730 shares of Class A common stock withheld on 2026-08-20 to satisfy income tax withholding and remittance obligations arising from the vesting and net settlement of previously reported Restricted Stock Units. Following this tax-withholding transaction, she directly holds 241,231 shares of Class A common stock, some of which are represented by RSUs. The filing indicates this was not a sale of shares and was not made under a Rule 10b5-1 trading plan.
AppLovin Corp (APP) reported an insider equity-related transaction by Chief Financial Officer Matthew Stumpf. On 2026-08-20, 2,021 shares of Class A common stock were withheld by the company at an implied price of $308.77 per share to satisfy income tax withholding obligations upon vesting and net settlement of previously reported RSUs, which the company specifies is not a sale by the reporting person. After this tax-withholding disposition, Stumpf directly holds 175,429 shares of Class A common stock, some of which are represented by RSUs.