AppLovin Reports Strong Q4 Results, Shares Dip

Mobile marketing platform AppLovin sees revenue surge 66% in Q4 2025 despite stock decline.

Published on Feb. 11, 2026

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AppLovin (APP), a mobile marketing platform company based in Palo Alto, California, reported strong fourth quarter 2025 financial results that topped analyst expectations. However, the company's stock dipped by around 6% in early after-hours trading despite the positive earnings report.

Why it matters

AppLovin's performance is seen as an indicator of the health of the mobile advertising industry, which has faced headwinds from privacy changes by tech giants like Apple. The company's ability to grow revenue significantly despite these challenges suggests it is navigating the landscape effectively.

The details

For the quarter ended December 31, 2025, AppLovin reported revenue of $815 million, up 66% year-over-year, and adjusted earnings per share of $0.54, beating Wall Street estimates. The company also provided strong guidance for the first quarter of 2026, forecasting revenue between $820 million and $840 million.

  • AppLovin reported its Q4 2025 financial results on February 11, 2026.

The players

AppLovin

A mobile marketing platform company based in Palo Alto, California.

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The takeaway

Despite the strong financial performance, AppLovin's stock declined, potentially due to investor concerns about the broader mobile advertising landscape. However, the company's ability to grow revenue significantly suggests it is navigating industry challenges effectively.