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
Sector
Industry (SIC)
Alphabet • Meta Platforms • Baidu • Rackspace Technology • IHS Markit • Sabre • IAC • Match • Bumble • Twitter ...
Former names
Applovin Corp
SEC CIK
Corporate docs
Subsidiaries
Adjust GmbH • AppLovin Active Holdings, LLC • AppLovin Cyprus Limited • Clipwire Games Inc. • Lion Studios, LLC • Machine Zone, Inc. • Magic Tavern, Inc. • Morocco, Inc. • PeopleFun, Inc. • WURL, LLC ...
IRS number
453264542
APP stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
6 Sep 23
8-K
Entry into a Material Definitive Agreement
21 Aug 23
8-K
Entry into a Material Definitive Agreement
18 Aug 23
8-K
AppLovin Announces GQG Purchase of 10 Million Shares of Class A Common Stock from KKR
16 Aug 23
424B7
Prospectus with selling stockholder info
16 Aug 23
8-K
Other Events
14 Aug 23
10-Q
2023 Q2
Quarterly report
9 Aug 23
8-K
AppLovin Announces Second Quarter 2023 Financial Results
9 Aug 23
8-K
Entry into a Material Definitive Agreement
12 Jun 23
8-K
AppLovin Announces GQG Purchase of 15 Million Shares of Class A Common Stock from KKR
1 Jun 23
Transcripts
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
APP
Earnings call transcript
2021 Q2
12 Aug 21
APP
Earnings call transcript
2021 Q1
13 May 21
Latest ownership filings
4
Vasily Shikin
13 Sep 23
4
Eduardo Vivas
13 Sep 23
144
Notice of proposed sale of securities
13 Sep 23
144
Notice of proposed sale of securities
12 Sep 23
4
Todd R Morgenfeld
7 Sep 23
3
Todd R Morgenfeld
7 Sep 23
4
Craig Scott Billings
5 Sep 23
4
Katie Kihorany Jansen
25 Aug 23
4
Change in insider ownership
23 Aug 23
4
HENRY R KRAVIS
23 Aug 23
Financial summary
| Quarter (USD) | Jun 23 | Mar 23 | Dec 22 | Sep 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| 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) | 876.23 mm | 876.23 mm | 876.23 mm | 876.23 mm | 876.23 mm | 876.23 mm |
| Cash burn (monthly) | 123.22 mm | 6.28 mm | (no burn) | (no burn) | (no burn) | (no burn) |
| Cash used (since last report) | 358.73 mm | 18.28 mm | n/a | n/a | n/a | n/a |
| Cash remaining | 517.49 mm | 857.95 mm | n/a | n/a | n/a | n/a |
| Runway (months of cash) | 4.2 | 136.7 | n/a | n/a | n/a | n/a |
Institutional ownership, Q2 2023
| 13F holders | Current |
|---|---|
| Total holders | 246 |
| Opened positions | 56 |
| Closed positions | 34 |
| Increased positions | 76 |
| Reduced positions | 67 |
| 13F shares | Current |
|---|---|
| Total value | 3.35 tn |
| Total shares | 282.84 mm |
| Total puts | 1.55 mm |
| Total calls | 5.17 mm |
| Total put/call ratio | 0.3 |
| Largest owners | Shares | Value |
|---|---|---|
| KKR Denali | 99.64 mm | $0.00 |
| Kohlberg Kravis Roberts & Co. | 29.64 mm | $762.76 bn |
| Hontai App Fund Limited Partnership | 26.17 mm | $0.00 |
| Angel Pride | 25.36 mm | $2.39 bn |
| Vanguard | 16.69 mm | $429.38 bn |
| GQG Partners | 15.08 mm | $387.98 bn |
| BLK Blackrock | 8.34 mm | $214.48 bn |
| Spruce House Investment Management | 5.00 mm | $128.65 bn |
| NTES NetEase | 3.51 mm | $90.40 bn |
| STT State Street | 3.07 mm | $79.05 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 13 Sep 23 | Vasily Shikin | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 105,889 | 0.00 | 105,889 |
| 13 Sep 23 | Vasily Shikin | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 105,889 | 0.00 | 105,889 |
| 13 Sep 23 | Vasily Shikin | Class A Common Stock | Gift | Acquire G | Yes | No | 0 | 105,889 | 0.00 | 105,889 |
| 13 Sep 23 | Vasily Shikin | Class A Common Stock | Gift | Dispose G | No | No | 0 | 317,667 | 0.00 | 8,221,657 |
| 13 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | Yes | Yes | 41.76 | 33 | 1.38 k | 124,136 |
| 13 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | Yes | Yes | 41.13 | 1,163 | 47.83 k | 124,169 |
| 13 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | No | Yes | 41.74 | 9,875 | 412.18 k | 8,700,860.249 |
| 13 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | No | Yes | 41.13 | 367,443 | 15.11 mm | 8,710,735.249 |
| 12 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | Yes | Yes | 41.76 | 1,504 | 62.81 k | 125,332 |
| 12 Sep 23 | Eduardo Vivas | Class A Common Stock | Sell | Dispose S | No | Yes | 41.76 | 474,357 | 19.81 mm | 9,078,178.249 |
News
BTIG Maintains Buy Rating for AppLovin: Here's What You Need To Know
26 Sep 23
BTIG Maintains Buy on AppLovin, Raises Price Target to $46
26 Sep 23
12 Information Technology Stocks Moving In Tuesday's Intraday Session
19 Sep 23
Top 10 Trending Stocks On WallStreetBets As Of September 19, 2023 (Via Swaggy Stocks)
19 Sep 23
Analyst Expectations for AppLovin's Future
14 Sep 23
Press releases
Wurl and AppLovin Empower Streamers and Publishers to Turn CTV into a Performance Marketing Channel in New Report
13 Sep 23
AppLovin Appoints Todd Morgenfeld to its Board of Directors
6 Sep 23
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Is Investigating AppLovin Corporation for Potential Breaches of Fiduciary Duty By Its Board of Directors
16 Aug 23
Thinking about trading options or stock in United States Steel, Applovin, Palantir Technologies, Apple, or Walt Disney?
14 Aug 23
AppLovin Announces GQG Purchase of 10 Million Shares of Class A Common Stock from KKR
14 Aug 23