AppLovin

AppLovin

http://www.applovin.com
https://www.linkedin.com/company/applovin/

AppLovin, also known as AppLovin Corporation, is a publicly owned company headquartered in the US. Founded in 2011, the company employs approximately 780 individuals and reported $5.5B in revenue as of 2025. The company specializes in RTB and programmatic solutions, with its marketing software providing mobile app developers an integrated set of solutions to grow their businesses.

2025 Revenue

Founded

2011

Headcount

772

Headquarters

US

Primary Segment

RTB and programmatic

Ownership

Publicly Owned

News Summary:

On March 20, 2026, UC Berkeley Haas named the CEO of AppLovin among its 2026 commencement speakers for the undergraduate ceremony scheduled for May 20. The same day, market reports highlighted AppLovin's strategic push into web-based e-commerce, positioning it as a potential second growth driver, with its AI-driven ad stack, Axon engine, and unified marketplace supporting self-serve capabilities and GenAI. Analysts also assessed the company's valuation as a premium growth platform, noting its strong results and durable profitability. This follows the company's reported 70% revenue growth in 2025, largely driven by its Axon Ads Manager and MAX marketplace, as it repositioned itself as an end-to-end AI-powered advertising platform for mobile and connected TV. Earlier, on March 16, AppLovin emphasized its expansion beyond mobile gaming into e-commerce advertising, including plans for a self-service ad platform and AI-powered tools designed for smaller developers and merchants, an initiative noted to potentially redefine its risk profile.

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AppLovin offers 7 products in the ad tech and services industry. AppLovin's product portfolio comprises of marketer and agency technology, RTB and programmatic, advertising, marketing, media agencies and ad measurement and verification.

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AppLovin's revenues were $5.5B in 2025. Caretta Research has split AppLovin's revenue into 7 different product categories, the largest of which is ad exchange, which represents 35% of AppLovin's revenue.

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Mar

27th

2026

09:10

AppLovin named as new short idea at Hedgeye

Hedgeye has added AppLovin ( APP ) as a new short idea, trading contacts tell The Fly. Disclaimer & Disclosure Report an Issue

Mar

26th

2026

13:32

Emerging Tech, B2B Tag

AppLovin's Margin Strength Stands Out: What Investors Should Know

The key story surrounding AppLovin Corporation APP today is not just growth; it is the company’s exceptional margin strength. While AppLovin continues to expand its presence in the advertising ecosystem through performance-based tools and AI-driven optimization, its real competitive advantage lies in its operating efficiency.

Mar

26th

2026

09:56

Capital Investment, Artificial Intelligence, B2B Tag

AppLovin’s Easy Money Era Is Over. Investors Should Proceed With Caution

AppLovin ( NASDAQ:APP ) has been one of the standout growth stories in tech over the past two years. The company, known for its AI-powered advertising platform, delivered explosive revenue gains and market share expansion that turned it into a Wall Street darling.

Mar

25th

2026

14:57

Artificial Intelligence, B2B Tag

AppLovin market position intact despite headlines, says Piper Sandler

Piper Sandler keeps an Overweight rating on AppLovin ( APP ) after speaking with an advertising monetization expert about the company and the mobile gaming landscape given the recent competitive headlines. Despite recent headlines, the expert noted AppLovin’s leading market position is intact, the analyst tells investors in a research note.

Mar

22nd

2026

14:25

Partnerships and Alliances, Emerging Tech, B2B Tag

Stagwell taps AppLovin Corporation (APP) mobile advertising platform

AppLovin Corporation (NASDAQ:APP) is one of the best forever stocks to buy now. On March 10, AppLovin Corporation (NASDAQ:APP) inked a strategic partnership with Stagwell. The strategic partnership paves the way for Stagwell to leverage AppLovin’s advanced mobile advertising platform, Axon. Stagwell is to bring Axon into its media offerings and provide clients with an enhanced transparency measurement and reporting tool for effective mobile campaigns. The company settled on Applovin’s Axon, a leading marketing platform that reaches over 1 billion users every day across mobile apps and connected TVs.`

Mar

20th

2026

16:39

Emerging Tech, B2B Tag

UC Berkeley Haas names 2026 commencement speakers - Haas News

UC Berkeley Haas this week named three accomplished alumni—the CEO of Hubspot, the CEO of AppLovin, and a former Airbnb and Microsoft product leader now focused on AI in education—as 2026 commencement speakers. The undergraduate ceremony will be held Wednesday, May 20, at 9 a.m. at the Greek Theatre.

University of California, Berkeley

Mar

20th

2026

14:54

Artificial Intelligence, B2B Tag

AppLovin E-Commerce Ads, Self-Serve and GenAI Are Catalysts

AppLovin APP has spent years building an AI-driven ad stack around its Axon engine and a unified marketplace that matches advertiser demand with publisher supply. Now management is pushing that same playbook into web-based e-commerce, positioning it as a potential second growth leg as self-serve capabilities mature.

Mar

20th

2026

14:29

Emerging Tech, B2B Tag

Is APP Overvalued? Valuation, Buybacks and 2026 Margin Signals

AppLovin APP is being valued like a premium, cash-rich growth platform. That premium can work for investors when execution stays clean and profitability stays durable. The real question is not whether the company is producing strong results today.

Mar

20th

2026

14:17

Artificial Intelligence, B2B Tag

AppLovin's Axon and MAX Power 70% Revenue Growth in 2025

AppLovin Corporation APP has repositioned itself as an end-to-end, AI-powered advertising platform built to help businesses reach audiences and monetize supply across mobile and connected TV. In 2025, that model translated into rapid growth, with Axon Ads Manager and the MAX marketplace doing most of the heavy lifting.

Mar

16th

2026

09:55

Capital Investment, Artificial Intelligence, B2B Tag

Is AppLovin (APP) Using E-commerce Ads And Buybacks To Quietly Redraw Its Risk Profile?

Advertisement United States / Software / NasdaqGS:APP Is AppLovin (APP) Using E-commerce Ads And Buybacks To Quietly Redraw Its Risk Profile? March 16, 2026 In recent weeks, AppLovin has highlighted its expansion beyond mobile gaming into e-commerce advertising, including plans to roll out a self-service ad platform and AI-powered tools for smaller developers and merchants.

Simply Wall Street

Mar

14th

2026

18:30

Capital Investment, B2B Tag

Clear Street Group Inc. Invests $60.77 Million in AppLovin Corporation $APP

Clear Street Group Inc. acquired a new stake in shares of AppLovin Corporation (NASDAQ:APP - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 84,579 shares of the company's stock, valued at approximately $60,773,000.

Mar

10th

2026

22:30

71% of mobile gamers have purchased a product the same day they saw an ad

The news: Mobile gaming is proving to be an essential part of the advertising mix, per an Applovin and Kantar report. 71% of US mobile gamers bought a product the same day as seeing an ad, according to the report.

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