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AppLovin Highlights Strong Q4 Earnings, Pushes Back on AI Concerns
CEO touts company's 'strongest operating performance' as revenue, profitability, and free cash flow surge
Published on Feb. 12, 2026
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AppLovin executives used the company's fourth-quarter earnings call to highlight a sharp year-over-year acceleration in revenue, profitability, and free cash flow, while pushing back on investor concerns about competition and artificial intelligence. Co-founder and CEO Adam Foroughi argued that rising bid density can expand the overall 'pie' in the mobile gaming ecosystem, even if AppLovin wins a smaller share of impressions, and said the company has 'never feared competition'.
Why it matters
AppLovin's strong financial performance and confidence in the face of competitive threats and emerging technologies like AI signals the company's continued dominance in the mobile gaming and advertising space. As the industry evolves, AppLovin's ability to adapt and capitalize on new trends will be crucial to maintaining its market position.
The details
AppLovin 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. Free cash flow for the quarter was $1.31 billion, up 88% year-over-year, and the company ended the period with a $2.5 billion cash balance.
- AppLovin reported its fourth-quarter earnings on February 12, 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 financial performance and confidence in the face of competitive threats and emerging technologies like AI highlights the company's continued dominance in the mobile gaming and advertising space. As the industry evolves, AppLovin's ability to adapt and capitalize on new trends will be crucial to maintaining its market position.
