View Future GrowthAppLovin 過去の業績過去 基準チェック /56AppLovinは、平均年間77%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間14% 17.6%収益成長率で 成長しています。 AppLovinの自己資本利益率は165.7%であり、純利益率は63.5%です。主要情報77.01%収益成長率77.33%EPS成長率Software 業界の成長9.94%収益成長率17.63%株主資本利益率165.66%ネット・マージン63.51%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026すべての更新を表示Recent updatesRecent Insider Transactions • Jun 10Chief Administrative recently sold US$11m worth of stockOn the 4th of June, Victoria Valenzuela sold around 20k shares on-market at roughly US$566 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$46m. Insiders have been net sellers, collectively disposing of US$451m more than they bought in the last 12 months.Buy Or Sell Opportunity • Jun 03Now 23% undervaluedOver the last 90 days, the stock has risen 29% to US$565. The fair value is estimated to be US$735, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$610, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$740 per share.Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.お知らせ • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.お知らせ • Apr 09AppLovin Corporation Announces Board and Executive ChangesAppLovin Corporation announced succession plans relating to its executive management team and the appointment of Craig Billings as independent Chairperson of its Board of Directors (the “Board”). The Company announced the following management succession plans: Chief Technology Officer: Basil Shikin, AppLovin’s current Chief Technology Officer, will transition into the role of Distinguished Engineer, effective July 1, 2026, at which time Giovanni (“Gio”) Ge, the Company’s current Chief Product and Engineering Officer, will become AppLovin’s next Chief Technology Officer. Chief Legal Officer: Victoria (“Tory”) Valenzuela, AppLovin’s current Chief Administrative & Legal Officer, will retire, effective August 1, 2026, and will be nominated for election as a director at the Company’s 2026 Annual Meeting of Stockholders. Upon Ms. Valenzuela’s retirement, Corina Cacovean, the Company’s current Deputy General Counsel, Privacy, Litigation & Regulatory, will become AppLovin’s next Chief Legal Officer. The Company also announced the appointment of Craig Billings as independent Chairperson of the Board, building on his tenure as Lead Independent Director since the Company's IPO. Adam Foroughi will continue to serve as Chief Executive Officer and a member of the Board. Mr. Ge has served as the Company’s Chief Product and Engineering Officer since November 2025, having previously served in various senior engineering roles since joining AppLovin in November 2022. Mr. Ge led the development of Axon 2.0 and currently runs the Company’s engineering and product teams, which creates a natural transition to the CTO role. Ms. Cacovean has served as the Company’s Deputy General Counsel, Privacy, Litigation & Regulatory since September 2023 and has played key roles leading the privacy, litigation and regulatory teams since she joined AppLovin in connection with its acquisition of Machine Zone in 2020. The Company also announced that Alyssa Harvey Dawson will not be standing for re-election at the Company’s 2026 Annual Meeting of Stockholders.お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Buy Or Sell Opportunity • Feb 26Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to US$437. The fair value is estimated to be US$346, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$437, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$346 per share.Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.お知らせ • Feb 12AppLovin Corporation Provides Earnings Guidance for First Quarter of 2026AppLovin Corporation provided earnings guidance for first quarter of 2026. For the quarter, the company expects total revenue to be in the range of $1,745 million to $1,775 million.Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$476, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$355 per share.お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026お知らせ • Nov 06AppLovin Corporation Provides Earnings Guidance for the Fourth Quarter 2025AppLovin Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expected revenue to be in the range of $1,570 million to $1,600 million.収支内訳AppLovin の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BVL:APPUS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 266,1643,91543626431 Dec 255,4813,43343722730 Sep 254,8222,92642825030 Jun 254,2522,52341928731 Mar 253,7052,05242334231 Dec 243,2241,58741837530 Sep 243,1781,16356442030 Jun 243,20783871949831 Mar 243,24661783653631 Dec 231,84245637933430 Sep 233,03210495456030 Jun 232,8812093752331 Mar 232,907-8298952631 Dec 222,817-1931,07350830 Sep 222,908-851,19050930 Jun 222,922-1081,27249531 Mar 222,815-731,29543231 Dec 212,793321,27236630 Sep 212,509-151,15832830 Jun 212,164-1051,00727031 Mar 211,795-14085622231 Dec 201,451-12568618131 Dec 19994765104531 Dec 18483-26018216質の高い収益: APPUSは 高品質の収益 を持っています。利益率の向上: APPUSの現在の純利益率 (63.5%)は、昨年(55.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: APPUS過去 5 年間で収益を上げており、収益は年間77%増加しています。成長の加速: APPUSの過去 1 年間の収益成長率 ( 90.7% ) は、5 年間の平均 ( 年間77%を上回っています。収益対業界: APPUSの過去 1 年間の収益成長率 ( 90.7% ) はSoftware業界10.9%を上回りました。株主資本利益率高いROE: APPUSの 自己資本利益率 ( 165.66% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/13 01:38終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AppLovin Corporation 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47 アナリスト機関David MakArete Research Services LLPMichael HickeyBenchmark CompanyOmar DessoukyBofA Global Research44 その他のアナリストを表示
Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
Recent Insider Transactions • Jun 10Chief Administrative recently sold US$11m worth of stockOn the 4th of June, Victoria Valenzuela sold around 20k shares on-market at roughly US$566 per share. This transaction amounted to 7.9% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$46m. Insiders have been net sellers, collectively disposing of US$451m more than they bought in the last 12 months.
Buy Or Sell Opportunity • Jun 03Now 23% undervaluedOver the last 90 days, the stock has risen 29% to US$565. The fair value is estimated to be US$735, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 27%After last week's 27% share price gain to US$610, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$740 per share.
Reported Earnings • May 10First quarter 2026 earnings released: EPS: US$3.57 (vs US$2.13 in 1Q 2025)First quarter 2026 results: EPS: US$3.57 (up from US$2.13 in 1Q 2025). Revenue: US$1.84b (up 59% from 1Q 2025). Net income: US$1.21b (up 67% from 1Q 2025). Profit margin: 65% (up from 62% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Global Software industry.
お知らせ • Apr 14AppLovin Corporation, Annual General Meeting, Jun 03, 2026AppLovin Corporation, Annual General Meeting, Jun 03, 2026.
お知らせ • Apr 09AppLovin Corporation Announces Board and Executive ChangesAppLovin Corporation announced succession plans relating to its executive management team and the appointment of Craig Billings as independent Chairperson of its Board of Directors (the “Board”). The Company announced the following management succession plans: Chief Technology Officer: Basil Shikin, AppLovin’s current Chief Technology Officer, will transition into the role of Distinguished Engineer, effective July 1, 2026, at which time Giovanni (“Gio”) Ge, the Company’s current Chief Product and Engineering Officer, will become AppLovin’s next Chief Technology Officer. Chief Legal Officer: Victoria (“Tory”) Valenzuela, AppLovin’s current Chief Administrative & Legal Officer, will retire, effective August 1, 2026, and will be nominated for election as a director at the Company’s 2026 Annual Meeting of Stockholders. Upon Ms. Valenzuela’s retirement, Corina Cacovean, the Company’s current Deputy General Counsel, Privacy, Litigation & Regulatory, will become AppLovin’s next Chief Legal Officer. The Company also announced the appointment of Craig Billings as independent Chairperson of the Board, building on his tenure as Lead Independent Director since the Company's IPO. Adam Foroughi will continue to serve as Chief Executive Officer and a member of the Board. Mr. Ge has served as the Company’s Chief Product and Engineering Officer since November 2025, having previously served in various senior engineering roles since joining AppLovin in November 2022. Mr. Ge led the development of Axon 2.0 and currently runs the Company’s engineering and product teams, which creates a natural transition to the CTO role. Ms. Cacovean has served as the Company’s Deputy General Counsel, Privacy, Litigation & Regulatory since September 2023 and has played key roles leading the privacy, litigation and regulatory teams since she joined AppLovin in connection with its acquisition of Machine Zone in 2020. The Company also announced that Alyssa Harvey Dawson will not be standing for re-election at the Company’s 2026 Annual Meeting of Stockholders.
お知らせ • Apr 03AppLovin Corporation to Report Q1, 2026 Results on May 06, 2026AppLovin Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Buy Or Sell Opportunity • Feb 26Now 26% overvaluedOver the last 90 days, the stock has fallen 25% to US$437. The fair value is estimated to be US$346, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$437, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 18x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$346 per share.
Reported Earnings • Feb 13Full year 2025 earnings released: EPS: US$10.13 (vs US$4.68 in FY 2024)Full year 2025 results: EPS: US$10.13 (up from US$4.68 in FY 2024). Revenue: US$5.48b (up 16% from FY 2024). Net income: US$3.43b (up 118% from FY 2024). Profit margin: 63% (up from 34% in FY 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Software industry.
お知らせ • Feb 12AppLovin Corporation Provides Earnings Guidance for First Quarter of 2026AppLovin Corporation provided earnings guidance for first quarter of 2026. For the quarter, the company expects total revenue to be in the range of $1,745 million to $1,775 million.
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$476, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 21x in the Software industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$355 per share.
お知らせ • Jan 08AppLovin Corporation to Report Q4, 2025 Results on Feb 11, 2026AppLovin Corporation announced that they will report Q4, 2025 results After-Market on Feb 11, 2026
お知らせ • Nov 06AppLovin Corporation Provides Earnings Guidance for the Fourth Quarter 2025AppLovin Corporation provided earnings guidance for the fourth quarter 2025. For the quarter, the company expected revenue to be in the range of $1,570 million to $1,600 million.