Every 8-K that Applovin Corporation (APP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow APP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full APP filings page.
AppLovin Corporation reported second quarter 2026 revenue of $1,924 million, a 53% increase from the same quarter in 2025. Net income was $1,267 million, up 55%, and net income from continuing operations was also $1,267 million, up 64%. Adjusted EBITDA reached $1,614 million, a 58% increase, with an Adjusted EBITDA margin of 84%. Basic and diluted EPS for the quarter were $3.77 and $3.76, respectively.
Net cash from operating activities was $869.0 million and Free Cash Flow was $863.3 million in the quarter. The company repurchased and withheld 1.1 million Class A shares for a total cost of $551.3 million, ending the quarter with 335 million Class A and Class B shares outstanding. For third quarter 2026, guidance calls for revenue between $2,055 million and $2,085 million, Adjusted EBITDA between $1,710 million and $1,740 million, and an Adjusted EBITDA margin of 83%.
AppLovin Corporation reported the results of its annual stockholder meeting held on June 3, 2026. Stockholders elected nine directors to serve until the 2027 annual meeting, with each nominee receiving over 751 million votes in favor, excluding broker non-votes.
Stockholders ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026, with 853,713,514 votes for and 2,003,724 against. On an advisory basis, they approved compensation for named executive officers, with 752,959,150 votes for and 63,070,373 against.
Stockholders also approved an amendment to the amended and restated certificate of incorporation to provide for officer exculpation as permitted by Delaware law, with 735,785,832 votes in favor. A stockholder proposal seeking disclosure of voting results by class of shares did not pass, receiving 119,127,022 votes for and 696,868,093 against.
AppLovin Corporation reported strong results for the quarter ended March 31, 2026, with revenue of $1.84 billion, up 59% from $1.16 billion a year earlier. Net income more than doubled to $1.21 billion, a 109% increase, and net income from continuing operations rose 67% to $1.21 billion.
Adjusted EBITDA grew to $1.56 billion, up 66%, yielding an Adjusted EBITDA margin of 85%. Basic and diluted EPS were $3.57 and $3.56. Net cash from operating activities was $1.29 billion, and Free Cash Flow was $1.29 billion. The company repurchased and withheld 2.2 million shares for $1.0 billion, ending the quarter with 336 million Class A and Class B shares outstanding.
For the second quarter 2026, AppLovin expects revenue between $1.915 billion and $1.945 billion and Adjusted EBITDA between $1.615 billion and $1.645 billion, implying an Adjusted EBITDA margin of 84%–85%.
AppLovin Corporation announced a set of leadership succession and board changes. Chief Technology Officer Basil Shikin will step down on July 1, 2026, becoming a Distinguished Engineer, while Chief Product and Engineering Officer Giovanni Ge will be promoted to Chief Technology Officer on that date.
Chief Administrative & Legal Officer Victoria Valenzuela will retire effective August 1, 2026. She will consult for the company through May 31, 2027 for $150,000 in cash compensation and is expected to be nominated for the board at the 2026 annual meeting. Deputy General Counsel Corina Cacovean will become Chief Legal Officer after Valenzuela’s retirement.
The board appointed Craig Billings as independent Chairperson, succeeding CEO and director Adam Foroughi, who remains Chief Executive Officer and a board member. Director Alyssa Harvey Dawson will not stand for re-election at the 2026 annual meeting but will serve until her term ends.
AppLovin Corporation reported strong fourth-quarter and full-year 2025 results, with revenue of $1.66 billion for the quarter and $5.48 billion for the year, up 66% and 70% from 2024. Quarterly net income was $1.10 billion, and full-year net income reached $3.33 billion, rising 84% and 111%.
Adjusted EBITDA was $1.40 billion for the quarter and $4.51 billion for 2025, up 82% and 87%. Net cash from operating activities was $3.97 billion and Free Cash Flow was $3.95 billion in 2025. The company repurchased and withheld 6.4 million shares in 2025 for $2.58 billion and ended 4Q 2025 with 338 million shares outstanding. For first quarter 2026, it guides revenue of $1.745–$1.775 billion and Adjusted EBITDA of $1.465–$1.495 billion, implying an 84% Adjusted EBITDA margin.
AppLovin Corporation furnished an 8-K to share that it issued a press release on November 5, 2025 announcing its financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1 and is incorporated by reference, meaning readers should look to that exhibit for the detailed quarterly numbers and commentary. The company notes that the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, so it is not subject to certain liability provisions of the Exchange Act or automatically included in other securities law filings.