Welcome to our dedicated page for Applovin SEC filings (Ticker: APP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 (APP) filed a Form 144 reporting a proposed sale of 200,000 common shares through Morgan Stanley Smith Barney with an aggregate market value of $92,938,480. The shares were acquired and paid for on 08/12/2025 by exercise of options under a registered plan. The filing lists 307,636,373 shares outstanding, so the proposed sale represents about 0.065% of outstanding stock.
The notice also discloses insider sales in the past three months totaling 900,000 shares for gross proceeds of $340,891,070 across transactions on 05/13/2025, 05/14/2025 and 06/06/2025. The filer affirms they do not possess undisclosed material adverse information.
AppLovin (APP) Q2-25 10-Q highlights
- Revenue jumped 77% YoY to $1.26 billion as advertisers increased spend on AppDiscovery, MAX and Adjust.
- Operating leverage: Total costs fell 8% YoY to $301 million, driving income from operations up 149% to $958 million and a 61% net margin from continuing ops.
- Net income from continuing ops rose to $772 million ($2.26 diluted EPS) from $301 million ($0.86).
- Discontinued ops: Sale of the Apps Business to Tripledot closed 30-Jun-25 for $400 million cash + $285 million equity (≈22% stake). Deal produced a $106 million pre-tax gain but the unit booked a $189 million goodwill impairment earlier in the year; six-month loss from disc. ops totals $99 million.
- Cash flow & liquidity: H1-25 operating cash flow $1.60 billion (↑89%); free cash flow $1.59 billion. Cash & equivalents now $1.19 billion vs $0.70 billion YE-24. Long-term debt steady at $3.51 billion.
- Capital returns: Repurchased $1.27 billion of Class A shares; $1.0 billion authorization remains.
- Balance sheet movements: Goodwill up to $1.54 billion mainly on FX; APIC down after buybacks; AOCI improved to -$5 million.
- Commitments & risks: $1.3 billion cloud spend commitment (through 2027); heightened privacy regulation (Apple/Google changes) noted; no material litigation accruals.
Management now reports one operating segment following the divestiture and continues to invest in AI-driven ad-tech while exploring strategic opportunities (e.g., indicated interest in TikTok assets).