Applovin Corporation (APP) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$254.91 -1.95% NASDAQ • Public Delayed / 60s Snapshot

Applovin Corporation (APP) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $85.31B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510069
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw B- · Rk C+
Cash (20)Whales (10)SEC (16)Macro (11)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+5% Base Target
$775 Bull$268 Base$209 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:55% Call Buyers ($8.4M)
45% PutsMax Pain: $250.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How APP Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$3.72B (68% FCF Margin)
Revenue$5.48BGross Profit $4.82B (87.9%)Cost of Sales $665.1MOp Profit $4.15B (75.8%)OpEx (R&D/SG&A) $663.7MNet Profit$3.33B (60.8%)Tax/Other $817.9M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.84B
FY24
Rev $3.22B
FY25
Rev $5.48B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$5.48B87.9%75.8%$3.33B$3.72B95%
FY 2024$3.22B83.9%59.3%$1.58B$2.09B38.7%
FY 2023$1.84B44%41.9%$357.0M$978.6M2.2%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring APP)

  • ✓Live walkthrough of APP's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
APP // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -48.81%▲ RESISTANCE BREAKOUT
2026-10-30O $242.1H $242.6L $225.2C $228.5VOL 9.13M
RES: $213.1SUP: $107.5SMA50: $294.2SMA200: $415.8
$649.8$534.7$419.6$304.6$189.5RES $213.1SUP $107.5$228.52026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

APP Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
19.3%/yr Implied 5Y Growth

vs. +70.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on APP today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for APP. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for APP today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

APP Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Applovin Corporation (APP)?

In FY 2025 (10-K), APP converted $5.5B of revenue into a 87.9% gross margin, 75.8% operating margin, and $3.7B in free cash flow (68% FCF margin).