v3.26.1
Segment
6 Months Ended
Jun. 30, 2026
Segment Reporting [Abstract]  
Segment Segment
The Company determines its operating segments based on how its Chief Operating Decision Maker ("CODM") manages the business, allocates resources, makes operating decisions and evaluates operating performance. The Company’s CODM is its Chief Executive Officer.
The Company operates as a single operating and reportable segment, providing end-to-end advertising solutions through AppLovin Ads, MAX, Adjust, and Wurl. Revenue is primarily generated from fees paid by advertisers for advertisements placed in mobile applications owned by third-party publishers. As described in Note 2 – Discontinued Operations, the former Apps Business is classified as discontinued operations and excluded from segment results for all periods presented.
As a single reportable segment entity, the Company has determined that its measure of profit or loss is net income from continuing operations, which is the measure most consistent with U.S. GAAP. The CODM uses net income from continuing operations to allocate resources during the annual budgeting and forecasting process, evaluate operating strategies, and assess performance across periods.
The table below is a summary of the segment net income from continuing operations, including significant segment expenses (in thousands):
Three Months Ended
June 30,
Six Months Ended
June 30,
2026202520262025
Revenue $1,923,686 $1,258,754 $3,766,135 $2,417,728 
Less:
Datacenter costs
180,984 128,898 343,213 251,256 
Personnel related expenses51,968 50,764 103,481 105,955 
Interest expense
51,156 51,409 102,315 104,297 
Provision for income taxes
238,988 112,148 464,783 183,216 
Amortization, depreciation and write-offs32,563 31,064 66,228 63,010 
Stock-based compensation85,783 34,552 169,252 93,667 
Other expenses1
15,706 78,063 44,712 120,933 
Net income from continuing operations$1,266,538 $771,856 $2,472,151 $1,495,394 
1 Other expenses include professional services costs, facilities costs, advertising costs, software costs, and other individually insignificant costs.