NASDAQ$APP

Applovin Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Announced financial results for first quarter ended March 31, 2022.

AppLovin announced its financial results for the first quarter ended March 31, 2022, revealing their performance and business updates.

  • Financial results for first quarter announced.
  • Shareholder Letter posted at www.investors.applovin.com.
  • Webcast hosted to discuss first quarter 2022 results.
  • Commentary on business performance provided during the webcast.

Headline financials

Total Revenue

$625M

Previous: $604M+3.6%
EPS (adj)

-$0.31

Previous: -$0.05-520.0%
Capital Expenditures

-$285K

Previous: -$121K-135.5%
Free Cash Flow

-$116M

Previous: -$10.6M-985.7%
Net Income

-$115M

Previous: -$10.5M-995.5%
Operating Income

-$128M

Previous: $11.5M-1216.3%
Gross Profit

$344M

Previous: $381M-9.8%
Cash & Equivalents

$1.41B

Previous: $761M+85.7%
Total Assets

$6.17B

Previous: $2.62B+135.3%
Stock-Based Comp

$44.6M

Previous: $30M+49.0%

Revenue & EPS history

AppLovin · Revenue · Quarterly

$625M

Q1 2022+3.6%vs Q1 2021
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+9.6%

Avg return

Earnings day

+13.8%

Avg return

5 days after

+19.8%

Avg return

30 days after

62%

16 / 26 earnings

Positive

+49.2%

Q3 2024

Best reaction

-19.7%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.5%+4.3%+19.0%
Q4 2025-19.7%-17.6%+0.4%
Q3 2025-3.5%-3.6%+12.1%
Q2 2025+12.0%+19.6%+25.5%
Q1 2025+11.7%+22.0%+37.7%
Q4 2024+24.0%+30.4%-23.0%
Q3 2024+49.2%+73.4%+143.1%
Q2 2024+11.2%+8.3%+22.6%
Q1 2024+9.9%+12.0%+6.3%
Q4 2023+27.6%+30.6%+37.7%
Q3 2023-3.0%+1.3%-8.6%
Q2 2023+23.8%+32.3%+40.2%
Q1 2023+26.9%+30.6%+30.8%
Q4 2022+25.4%+23.4%-4.2%
Q3 2022+7.2%+1.2%-31.8%
Q2 2022-4.3%-6.8%-23.0%
Q1 2022+26.7%+28.9%+24.6%
Q4 2019-5.1%+7.7%+10.4%
Q4 2021-15.1%-15.5%-27.9%
Q3 2020-10.5%-8.2%-21.1%
Q3 2021+10.9%-0.8%-12.5%
Q2 2020-1.9%+12.0%+35.8%
Q2 2021-0.4%-2.3%+35.3%
Q1 2020+25.2%+29.6%+65.3%
Q4 2020+25.2%+29.6%+65.3%
Q1 2021-6.7%+16.8%+54.2%
Q2 2015
Q1 2015

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