AppLovin Corp
APPQ4 2024(APP Q3 FY2024)Derived69.7% AI
AI Revenue %
69.7%
AI Fair Value
$68.4B
AI Revenue (Q)
$1.6B
Total Revenue (Q)
$2.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Software Platform segment revenue of $835.2M out of $1,198.2M total revenue = 69.7%. Software Platform revenue grew 66% YoY ($835.2M vs $504.5M). The filing explicitly references 'our ability to successfully expand our AI capabilities to support the further development of our Software Platform, including our advertising recommendation engine, AXON.' MATH: $835,186K / $1,198,235K = 69.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Software Platform Revenue $ 835,186 ... Total Apps Revenue 363,049 ... Total Revenue $ 1,198,235
10-Q Q3 FY2024 (2024-09-30), Note 2 Revenue Disaggregation table
our ability to successfully expand our AI capabilities to support the further development of our Software Platform, including our advertising recommendation engine, AXON
10-Q Q3 FY2024 (2024-09-30), Forward-Looking Statements
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