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)
10-Q
2024 Q1
Quarterly report
8 May 24
8-K
AppLovin Announces First Quarter 2024 Financial Results
8 May 24
ARS
2023 FY
Annual report to shareholders
23 Apr 24
DEFA14A
Additional proxy soliciting materials
23 Apr 24
DEF 14A
Definitive proxy
23 Apr 24
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
Transcripts
APP
Earnings call transcript
2024 Q1
8 May 24
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 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
Latest ownership filings
4
Victoria Valenzuela
24 May 24
4
Katie Kihorany Jansen
24 May 24
144
Notice of proposed sale of securities
23 May 24
144
Notice of proposed sale of securities
22 May 24
4
Dmitriy Dorosh
22 May 24
4
Katie Kihorany Jansen
22 May 24
4
Victoria Valenzuela
22 May 24
4
Matthew Stumpf
22 May 24
4
Arash Adam Foroughi
22 May 24
4
HENRY R KRAVIS
15 May 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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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 23 | 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) | 436.34 mm | 436.34 mm | 436.34 mm | 436.34 mm | 436.34 mm | 436.34 mm |
Cash burn (monthly) | 21.94 mm | 67.46 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 42.37 mm | 130.29 mm | n/a | n/a | n/a | n/a |
Cash remaining | 393.97 mm | 306.04 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 18.0 | 4.5 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
77.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 282 |
Opened positions | 70 |
Closed positions | 110 |
Increased positions | 100 |
Reduced positions | 73 |
13F shares | Current |
---|---|
Total value | 3.59 tn |
Total shares | 211.73 mm |
Total puts | 307.80 k |
Total calls | 1.58 mm |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
KKR Denali | 43.36 mm | $0.00 |
Hontai App Fund Limited Partnership | 26.17 mm | $0.00 |
GQG Partners | 25.69 mm | $1.02 tn |
Angel Pride | 25.36 mm | $2.39 bn |
Midterm Success | 23.17 mm | $894.02 mm |
Vanguard | 15.44 mm | $615.23 bn |
Spruce House Investment Management | 5.00 mm | $199.25 bn |
Kohlberg Kravis Roberts & Co. | 4.45 mm | $177.33 bn |
Sapient Capital | 4.14 mm | $165.06 bn |
NTES NetEase | 3.51 mm | $140.01 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
23 May 24 | Katie Kihorany Jansen | Class A Common Stock | Sell | Dispose S | No | Yes | 81.1 | 100 | 8.11 k | 1,236,703 |
23 May 24 | Katie Kihorany Jansen | Class A Common Stock | Sell | Dispose S | No | Yes | 80.23 | 700 | 56.16 k | 1,236,803 |
23 May 24 | Katie Kihorany Jansen | Class A Common Stock | Sell | Dispose S | No | Yes | 79.3 | 6,075 | 481.75 k | 1,237,503 |
23 May 24 | Katie Kihorany Jansen | Class A Common Stock | Sell | Dispose S | No | Yes | 78.53 | 5,880 | 461.76 k | 1,243,578 |
22 May 24 | Victoria Valenzuela | Class A Common Stock | Sell | Dispose S | No | Yes | 83.94 | 100 | 8.39 k | 448,490 |
22 May 24 | Victoria Valenzuela | Class A Common Stock | Sell | Dispose S | No | Yes | 83.03 | 900 | 74.73 k | 448,590 |
22 May 24 | Victoria Valenzuela | Class A Common Stock | Sell | Dispose S | No | Yes | 82.41 | 300 | 24.72 k | 449,490 |
22 May 24 | Victoria Valenzuela | Class A Common Stock | Sell | Dispose S | No | Yes | 80.07 | 1,590 | 127.31 k | 449,790 |
20 May 24 | Victoria Valenzuela | Class A Common Stock | Payment of exercise | Dispose F | No | No | 84.57 | 20,835 | 1.76 mm | 451,380 |
20 May 24 | Matthew Stumpf | Class A Common Stock | Payment of exercise | Dispose F | No | No | 84.57 | 47,819 | 4.04 mm | 315,073 |
News
Peering Into AppLovin's Recent Short Interest
28 May 24
10 Information Technology Stocks Whale Activity In Today's Session
20 May 24
'Playing The Rumor, Not The News': Reddit Users Speculate On Potential S&P 500 Inclusions
17 May 24
10 Information Technology Stocks Whale Activity In Today's Session
15 May 24
Is AppLovin Stock Outpacing Its Business Services Peers This Year?
14 May 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