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AppLovin Reports Strong Q4 Earnings, Pushes Back on AI Concerns
CEO touts company's 'strongest operating performance' despite investor worries about competition and AI
Published on Feb. 11, 2026
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AppLovin (NASDAQ:APP) executives used the company's fourth-quarter earnings call to push back on investor concerns about competition and artificial intelligence, while highlighting a sharp year-over-year acceleration in revenue, profitability, and free cash flow. Co-founder and CEO Adam Foroughi said recent stock volatility has been driven by worries that AI and new entrants could pressure the business, but he argued internal performance data shows the 'strongest operating performance' in the company's history.
Why it matters
AppLovin is a major player in the mobile advertising and app monetization space, and its performance is seen as an indicator of broader trends in the industry. The company's ability to navigate challenges like AI and new competition will be closely watched by investors and industry observers.
The details
Foroughi said AppLovin has 'never feared competition,' framing the company's MAX auction as a foundational component of the mobile gaming ecosystem. He argued that rising bid density can expand the overall 'pie,' even if AppLovin wins a smaller share of impressions, because the company can collect a fee when other bidders win inventory that AppLovin's model values less. CFO Matt Stumpf reported fourth-quarter revenue of $1.66 billion, up 66% year-over-year, driven by technology improvements in mobile gaming, seasonal strength, and the growing impact of the company's e-commerce initiative. Adjusted EBITDA was $1.4 billion, up 82% year-over-year, representing an 84% margin.
- AppLovin reported its Q4 2025 earnings on February 11, 2026.
The players
AppLovin
A Palo Alto-based mobile technology company that provides software and services to help app developers grow and monetize their businesses.
Adam Foroughi
Co-founder and CEO of AppLovin.
Matt Stumpf
CFO of AppLovin.
What they’re saying
“We must not let individuals continue to damage private property in San Francisco.”
— Robert Jenkins, San Francisco resident (San Francisco Chronicle)
The takeaway
AppLovin's strong Q4 performance and pushback on concerns about AI and competition suggest the company remains well-positioned in the mobile advertising and app monetization space, despite broader industry challenges. The company's ability to navigate these issues and continue growing its core business will be closely watched in the coming quarters.
