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Dec 31, 2025
AppLovin Q4 2025 Earnings Report
AppLovin reported strong fourth quarter results with significant revenue growth, margin expansion, and record profitability.
Key Takeaways
AppLovin delivered Q4 2025 revenue of 1657944000 and net income of 1102256000, reflecting substantial year-over-year growth. Adjusted EBITDA reached 1398679000 with an 84% margin, and Free Cash Flow totaled 1309159000.
Revenue increased 66% year over year to 1657944000.
Net income rose to 1102256000 with a 66% net margin.
Adjusted EBITDA reached 1398679000 with an 84% margin.
Free Cash Flow totaled 1309159000 for the quarter.
Forward Guidance
For Q1 2026, AppLovin expects continued strong performance with revenue between 1745000000 and 1775000000 and Adjusted EBITDA between 1465000000 and 1495000000, implying an 84% Adjusted EBITDA margin.
Positive Outlook
- Q1 revenue guidance of 1745000000 to 1775000000.
- Q1 Adjusted EBITDA guidance of 1465000000 to 1495000000.
- Projected Adjusted EBITDA margin of 84%.
- Strong Free Cash Flow generation in Q4.
- Significant year-over-year revenue and profitability growth.
Challenges Ahead
- Exposure to macroeconomic uncertainty.
- Dependence on advertising ecosystem dynamics.
- Potential volatility in operating results.
- Ongoing competitive pressures.
- Risks related to scaling operations and adapting to new technologies.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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