AppLovin Corp
APPQ4 2025(APP Q3 FY2025)Derived100% AI
AI Revenue %
100%
AI Fair Value
$120.2B
AI Revenue (Q)
$2.2B
Total Revenue (Q)
$2.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Pure-play AI advertising company after Apps divestiture (June 30, 2025). All $1,405.0M of Q3 2025 revenue is from Advertising solutions powered by AXON AI. Revenue grew 68% YoY ($1,405.0M vs $835.2M). The filing describes the company's mission as expanding 'our AI capabilities to support the further development of our advertising solutions, including Axon AI, our advertising recommendation engine.' MATH: $1,405,045K / $1,405,045K = 100.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue $ 1,405,045 [Q3 2025 continuing operations]
10-Q Q3 FY2025 (2025-09-30), Condensed Consolidated Statements of Operations
our ability to successfully expand our AI capabilities to support the further development of our advertising solutions, including Axon AI, our advertising recommendation engine
10-Q Q3 FY2025 (2025-09-30), Forward-Looking Statements
Revenue [9M 2025 continuing ops] $ 3,822,773
10-Q Q3 FY2025 (2025-09-30), Condensed Consolidated Statements of Operations
AI Products Identified (Ring 1)
AppDiscovery (Axon AI advertising recommendation engine)MAX (in-app bidding monetization)Adjust (analytics SaaS)Wurl (CTV platform)
Confidence Tier
DerivedCalculated from reported segments primarily serving AI