named #8 on forbes 2015 america's most promising companies list, applovin's marketing platform provides marketing automation and analytics for brands who want to reach their consumers on mobile. the platform enables brands to use real-time data signals to make effective marketing decisions across one billion mobile consumers worldwide. applovin has over 70 employees and is headquartered in palo alto, with offices in san francisco, new york, london, and berlin. check out what it's like to work at applovin: https://vimeo.com/104580035
Company profile
Ticker
APP
Exchange
Website
CEO
Adam Foroughi
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Applovin Corp
SEC CIK
Corporate docs
Subsidiaries
Adjust GmbH • AppLovin Active Holdings, LLC • AppLovin (Singapore) Pte. Ltd. • Lion Studios, LLC • Machine Zone, Inc. • Magic Tavern, Inc. • Morocco, Inc. • PeopleFun, Inc. • Zeroo Gravity Games LLC ...
IRS number
453264542
APP stock data
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
14 Mar 24
8-K
Entry into a Material Definitive Agreement
4 Mar 24
424B7
Prospectus with selling stockholder info
4 Mar 24
424B7
Prospectus with selling stockholder info
29 Feb 24
S-8
Registration of securities for employees
26 Feb 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
AppLovin Announces Fourth Quarter and Full Year 2023 Financial Results
14 Feb 24
10-Q
2023 Q3
Quarterly report
8 Nov 23
8-K
AppLovin Announces Record Third Quarter 2023 Financial Results and the Transition of the President and CFO
8 Nov 23
8-K
Departure of Directors or Certain Officers
6 Sep 23
Transcripts
APP
Earnings call transcript
2023 Q4
14 Feb 24
APP
Earnings call transcript
2023 Q3
8 Nov 23
APP
Earnings call transcript
2023 Q2
9 Aug 23
APP
Earnings call transcript
2023 Q1
10 May 23
APP
Earnings call transcript
2023 Q4
8 Feb 23
APP
Earnings call transcript
2022 Q3
10 Nov 22
APP
Earnings call transcript
2022 Q2
11 Aug 22
APP
Earnings call transcript
2022 Q1
12 May 22
APP
Earnings call transcript
2021 Q4
17 Feb 22
APP
Earnings call transcript
2021 Q3
11 Nov 21
Latest ownership filings
4
Victoria Valenzuela
8 Apr 24
144
Notice of proposed sale of securities
4 Apr 24
4
Matthew Stumpf
18 Mar 24
4
Herald Y Chen
18 Mar 24
144
Notice of proposed sale of securities
14 Mar 24
144
Notice of proposed sale of securities
14 Mar 24
4
Eduardo Vivas
12 Mar 24
4
Katie Kihorany Jansen
12 Mar 24
4
Victoria Valenzuela
12 Mar 24
144
Notice of proposed sale of securities
11 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | |
---|---|---|---|
Revenue | |||
Cost of revenue | |||
Operating income | |||
Operating margin | |||
Net income | |||
Net profit margin | |||
Cash on hand | |||
Change in cash | |||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 332.49 mm | 332.49 mm | 332.49 mm | 332.49 mm | 332.49 mm | 332.49 mm |
Cash burn (monthly) | 181.25 mm | 50.92 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 1.23 bn | 346.12 mm | n/a | n/a | n/a | n/a |
Cash remaining | -899.56 mm | -13.63 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -5.0 | -0.3 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 322 |
Opened positions | 108 |
Closed positions | 32 |
Increased positions | 84 |
Reduced positions | 92 |
13F shares | Current |
---|---|
Total value | 4.92 tn |
Total shares | 297.96 mm |
Total puts | 1.71 mm |
Total calls | 2.77 mm |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
KKR Denali | 99.64 mm | $0.00 |
Hontai App Fund Limited Partnership | 26.17 mm | $0.00 |
GQG Partners | 26.08 mm | $1.04 tn |
Angel Pride | 25.36 mm | $2.39 bn |
Midterm Success | 23.17 mm | $894.02 mm |
Vanguard | 18.10 mm | $723.25 bn |
BLK Blackrock | 8.48 mm | $339.00 bn |
Spruce House Investment Management | 5.00 mm | $199.80 bn |
Kohlberg Kravis Roberts & Co. | 4.45 mm | $177.82 bn |
NTES NetEase | 3.51 mm | $140.39 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
4 Apr 24 | Victoria Valenzuela | Class A Common Stock | Sell | Dispose S | No | Yes | 75.01 | 50,000 | 3.75 mm | 471,560 |
14 Mar 24 | Matthew Stumpf | Class A Common Stock | Sell | Dispose S | No | No | 63.3 | 2,775 | 175.66 k | 362,264 |
14 Mar 24 | Matthew Stumpf | Class A Common Stock | Option exercise | Acquire M | No | No | 5.05 | 4,686 | 23.66 k | 365,039 |
14 Mar 24 | Matthew Stumpf | Stock Option Class A Common Stock | Option exercise | Dispose M | No | No | 5.05 | 4,686 | 23.66 k | 0 |
14 Mar 24 | Chen Herald Y | Class A Common Stock | Sell | Dispose S | No | Yes | 63.89 | 5,800 | 370.56 k | 62,418 |
14 Mar 24 | Chen Herald Y | Class A Common Stock | Sell | Dispose S | No | Yes | 63.01 | 144,200 | 9.09 mm | 68,218 |
14 Mar 24 | Chen Herald Y | Class A Common Stock | Conversion | Acquire C | No | Yes | 0 | 69,801 | 0.00 | 212,418 |
14 Mar 24 | Chen Herald Y | Class B Common Stock Class A Common Stock | Conversion | Dispose C | No | Yes | 0 | 69,801 | 0.00 | 1,836,258 |
11 Mar 24 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | No | Yes | 62.13 | 70 | 4.35 k | 8,351,954.249 |
11 Mar 24 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | No | Yes | 61.43 | 660 | 40.54 k | 8,352,024.249 |
News
Freeport-McMoRan, AppLovin And A Major Healthcare Stock On CNBC's 'Final Trades'
17 Apr 24
Morgan Stanley Maintains Equal-Weight on AppLovin, Raises Price Target to $70
16 Apr 24
Daiwa Capital Initiates Coverage On AppLovin with Neutral Rating, Announces Price Target of $80
15 Apr 24
Wedbush Maintains Outperform on AppLovin, Raises Price Target to $87
11 Apr 24
Josh Brown Is Ready To Buy The Best Performing Stock In The Russell 1000: 'They Make Tons Of Money' With AI Advertising
10 Apr 24
Press releases
Adjust Unveils Mobile Analytics Solution Powered by AI, Advanced Machine Learning to Uncover Incrementality
17 Apr 24
Backlight and Wurl Partner to Make Streaming Distribution More Seamless and Efficient
11 Apr 24
AppLovin to Announce First Quarter 2024 Results
3 Apr 24
AppLovin and Flip Announce Flip To Launch Ad Marketplace for Merchants Using AppLovin's AXON Technology
2 Apr 24
Adjust and AppLovin Unveil Winning Framework For Mobile Gaming Studios And Marketers To Ride App Growth Momentum
18 Mar 24