AppLovin Corp
APPQ4 2023(APP Q3 FY2023)Derived58.4% AI
AI Revenue %
58.4%
AI Fair Value
$50.6B
AI Revenue (Q)
$504.7M
Total Revenue (Q)
$864.3M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Software Platform segment revenue of $504.5M out of $864.3M total revenue = 58.4%. This quarter saw accelerating Software Platform growth, likely reflecting early benefits from the AXON 2.0 AI engine upgrade launched in late 2023. MATH: $504,452K / $864,256K = 58.4%.
Analyzed by claude-opus-4-6
Quoted Figures
Software Platform Revenue $ 504,452 ... Total Revenue $ 864,256
10-Q Q3 FY2024 (2024-09-30), Revenue Disaggregation table — Q3 2023 comparative column
AI Products Identified (Ring 1)
AppDiscovery (AXON 2.0 recommendation engine)MAX (in-app bidding monetization)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Adjust (analytics SaaS)Wurl (CTV platform)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI