Logotype for Applovin Corporation

Applovin (APP) investor relations material

Applovin Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Applovin Corporation
Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Business evolution and strategic priorities

  • Focused on helping advertisers find and engage new customers, leveraging advanced neural net technology for campaign optimization and revenue-based pricing.

  • Achieved over $11 billion in gross ad spend in Q1, with hundreds of e-commerce and gaming advertisers, positioning as the second-largest platform after Meta.

  • Plans to expand beyond gaming into broader markets, aiming to help all types of businesses and drive economic growth.

  • Intends to launch its high-value recommendation model more broadly, unlocking new opportunities for global advertisers.

Growth drivers and technology

  • Targets long-term annual growth of 20–30%, driven by reinforcement learning and model enhancements.

  • Expansion into e-commerce and new verticals is expected to diversify demand and improve the recommendation engine.

  • The platform’s growth is catalyzing the entire mobile gaming ad market, with competitors also growing rapidly.

  • Economic value is created by acting as the lead market maker, benefiting from both direct and indirect growth in the ecosystem.

Capital allocation and profitability

  • Prioritizes organic growth investments, especially in data centers, GPUs, and minimal headcount expansion.

  • Nearly all free cash flow over the past three years has been used for share buybacks, with plans to continue but at a slightly reduced pace.

  • Maintains high EBITDA margins (80–85%) and expects new costs from AI and marketing to be offset by revenue growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Applovin earnings date

Logotype for Applovin Corporation
Q3 20255 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Applovin earnings date

Logotype for Applovin Corporation
Q3 20255 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Applovin Corporation is a technology company that provides software solutions for mobile application developers. Its platform includes marketing, monetization, and analytics tools that enable developers to grow and optimize their apps. The company also owns a portfolio of mobile games operated through its app studios. Applovin Corporation is headquartered in Palo Alto, California, and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage