AI English summary of an SEC filing — figures as filed
AppLovin APPAppLovin said revenue for the 3 months ended September 30, 2025 increased 68% to $1.4 billion from $835.2 million in the same period of the prior year. Net income from continuing operations for the same period was $835.5 million, and Adjusted EBITDA was $1.2 billion.
Key points
AI summaryAppLovin said revenue for the 3 months ended September 30, 2025 increased 68% to $1.4 billion from $835.2 million in the same period of the prior year. Net income from continuing operations for the same period was $835.5 million, and Adjusted EBITDA was $1.2 billion.
AppLovin said revenue for Q3 2025 increased $569.9 million, or 68%, due primarily to improved Axon Advertising performance, where net revenue per installation increased 75%, partially offset by a decrease in the volume of installations of 1%.
AppLovin said net cash provided by operating activities for the 9 months ended September 30, 2025 was $2.7 billion, and Free Cash Flow was $2.6 billion, compared to $1.4 billion in the same period of the prior year. Cash flows include both continuing and discontinued operations.
The company said it repurchased 4.9 million shares of Class A common stock for $1.8 billion during the 9 months of 2025. In October 2025, the board increased the repurchase program by $3.2 billion, leaving approximately $3.3 billion available as of October 31, 2025.
Key figures
Quarter ended September 30, 2025
- Revenue
- $1.4B
- Operating income
- $1.1B
- Net income
- $836M
- EPS
- $2.45
From the XBRL financial data filed with the SEC · not processed by AI.
Summary
AI-writtenAnalysis scope · Management's discussion (MD&A)We analyzed excerpts of the Management's Discussion and Analysis (MD&A) section (with omissions). Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.
Q3 2025 Revenue, Net Income and Adjusted EBITDA
AppLovin said revenue for the 3 months ended September 30, 2025 increased 68% to $1.4 billion from $835.2 million in the same period of the prior year. Net income from continuing operations for the same period was $835.5 million, and Adjusted EBITDA was $1.2 billion.
Source · Based on the MD&A text of the filing
Company Explanation of Revenue Growth Drivers
AppLovin said revenue for Q3 2025 increased $569.9 million, or 68%, due primarily to improved Axon Advertising performance, where net revenue per installation increased 75%, partially offset by a decrease in the volume of installations of 1%.
Source · Based on the MD&A text of the filing
9-Month Operating Cash Flow and Free Cash Flow
AppLovin said net cash provided by operating activities for the 9 months ended September 30, 2025 was $2.7 billion, and Free Cash Flow was $2.6 billion, compared to $1.4 billion in the same period of the prior year. Cash flows include both continuing and discontinued operations.
Source · Based on the MD&A text of the filing
Share Repurchases and Authorization
The company said it repurchased 4.9 million shares of Class A common stock for $1.8 billion during the 9 months of 2025. In October 2025, the board increased the repurchase program by $3.2 billion, leaving approximately $3.3 billion available as of October 31, 2025.
Source · Based on the MD&A text of the filing
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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