APP AppLovin
FY2025 10-K
Filed: Feb 19, 2026
Information Technology
Services-Computer Programming, Data Processing, Etc.SEC EDGAR AppLovin (APP) filed its fiscal year 2025 10-K annual report with the SEC on Feb 19, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: AI-powered end-to-end advertising solutions for global audience reach, monetization, and growth
- • New emphasis on Connected TV (CTV) segment via Wurl platform, expanding into streaming video and advertising solutions
Management Discussion & Analysis
- • Sale of Apps business for $400M cash plus ~20% equity in Tripledot, completed June 30, 2025
- • Post-sale operates as single segment; Apps business now discontinued operations
Risk Factors
- • Regulatory risk from evolving privacy laws, including Apple's IDFA changes and Google's Privacy Sandbox retirement impacting data tracking and advertising effectiveness
- • Geopolitical cyber threats heightened by conflicts in Ukraine and the Middle East raising risk of state-sponsored cyberattacks on systems and data
Financial SummaryXBRL
Revenue
$5.5B
Net Income
$3.3B
Operating Margin
75.8%
Net Margin
60.8%
ROE
156.2%
Total Assets
$7.3B
EPS (Diluted)
$9.75
Operating Cash Flow
$4.0B
Source: XBRL data from AppLovin FY2025 10-K filing on SEC EDGAR. All figures in USD.
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