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AppLovin / Full history

Guidance history, every release

AppLovin (APP) · 8 releases, Nov 6, 2024 to Aug 5, 2026 · rows are metrics, columns are releases
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
MetricNov 6, 2024
FY24 Q3
Feb 12, 2025
FY24 Q4
May 7, 2025
FY25 Q1
Aug 6, 2025
FY25 Q2
Nov 5, 2025
FY25 Q3
Feb 11, 2026
FY25 Q4
May 6, 2026
FY26 Q1
Aug 5, 2026
FY26 Q2
For FY2027
Revenue———————New“$2,055”
Adjusted EBITDA———————New“1,710”
Adjusted EBITDA Margin———————New“83 %”
For FY2026
Revenue———New“$1,320”Raised“$1,570”Raised“$1,745”Raised“$1,915” – “$1,945”—
Revenue—————New“$1,745” – “$1,775”——
Adjusted EBITDA—————New“1,465”Raised“1,615” – “1,645”—
Adjusted EBITDA———New“$1,070”Raised“$1,290”———
Adjusted EBITDA—————New“1,465” – “1,495”——
Adjusted EBITDA Margin———New“81%”Raised“82%”Raised“84%”Raised“84%” – “85%”—
Adjusted EBITDA Margin (High)—————New“84%”——
For FY2025
Advertising Revenue—New“$1,030”——————
Apps Revenue—New“325”——————
Total Advertising Revenue——New“$1,195”—————
Total Revenue—New“1,355”——————
Advertising Adjusted EBITDA—New“805”——————
Apps Adjusted EBITDA—New“50”——————
Total Adjusted EBITDA—New“$855”——————
Total Adjusted EBITDA Margin—New“63%”——————
Total Advertising Adjusted EBITDA——New“$970”—————
Total Advertising Adjusted EBITDA Margin——New“81%”—————
No period stated
Share repurchase authorization————New“an incremental $3.2 billion”———
Total remaining share repurchase authorization————New“$3.3 billion”———
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.