AppLovin Corp
APPQ3 2025(APP Q2 FY2025)Derived100% AI
AI Revenue %
100%
AI Fair Value
$106.6B
AI Revenue (Q)
$1.4B
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
After divesting the Apps business on June 30, 2025, AppLovin is a pure-play AI advertising company. All $1,258.8M of Q2 2025 continuing operations revenue comes from the Advertising segment (AppDiscovery powered by AXON AI + MAX + Adjust + Wurl). The Apps segment has been classified as discontinued operations. Revenue grew 77% YoY ($1,258.8M vs $711.0M). MATH: $1,258,754K / $1,258,754K = 100.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 1,258,754 [Q2 2025 continuing operations]
10-Q Q2 FY2025 (2025-06-30), Condensed Consolidated Statements of Operations
On June 30, 2025, the Company completed the sale of its Apps Business, as part of its strategic effort to divest non-core assets and dedicate its resources to advancing its advertising business
10-Q Q2 FY2025 (2025-06-30), Note 2 Discontinued Operations
the Company received $ 715.6 million in total consideration, consisting of $ 430.6 million in cash and 596,869,142 ordinary shares of Tripledot
10-Q Q2 FY2025 (2025-06-30), Note 2 Discontinued Operations
AI Products Identified (Ring 1)
AppDiscovery (AXON AI-powered advertising engine)MAX (in-app bidding monetization)Adjust (analytics SaaS)Wurl (CTV platform)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI