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Applovin Corporation (APP) Form 144 notifies of a proposed sale of 200,000 common shares through Morgan Stanley Smith Barney on 08/14/2025 with an aggregate market value listed as $86,497,940.00. The filing states these 200,000 shares were acquired on 08/14/2025 by exercising options under a registered plan and were paid for in cash.
The filing also discloses prior sales by the same person, Herald Y Chen: 200,000 shares sold on 08/13/2025 (gross proceeds $89,683,000.00), 200,000 on 08/12/2025 (gross proceeds $92,938,480.00), and 100,000 on 06/06/2025 (gross proceeds $41,990,390.00). The filer certifies no undisclosed material adverse information.
Applovin Corporation disclosed a proposed insider sale of 200,000 common shares to be handled by Morgan Stanley Smith Barney LLC on NASDAQ. The filing reports an aggregate market value of $89,683,000 for the shares and shows 307,636,373 shares outstanding, providing the explicit size and market value of the transaction.
The securities were acquired by exercise of options under a registered plan and paid in cash on 08/13/2025. The filing also lists recent sales by the same person: 200,000 shares on 08/12/2025 (gross proceeds $92,938,480), 100,000 on 06/06/2025 ($41,990,390) and 400,000 on 05/14/2025 ($149,843,440).
The notice includes the seller's representation that they do not know material nonpublic information about the issuer.
AppLovin Corporation submitted a Form 144 disclosing a proposed sale of 250,000 Class A Common shares through Goldman Sachs & Co. LLC with an aggregate market value of $116,750,000. The filing lists 307,636,373 shares outstanding and an approximate sale date of 08/12/2025. The shares to be sold were acquired on 10/01/2011 from the issuer in a private transaction and the filing records None under payment.
The form states there were no securities sold in the past three months by the filer and includes the standard representation that the filer does not possess undisclosed material information. The provided content shows fields for the date of notice and signature but does not display populated values for those items.
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).