AI EXPOSURE
AppLovin
The closest thing here to a pure AI revenue line, and still not a disclosure: the company says substantially all revenue comes from an ad engine it calls AI, but never puts a percentage on it. The model is the product, so there is no non-AI half to fall back on.
AllFactsAI holds no position in AppLovin (APP), as at 16 October 2026.
Applications
Not disclosed
Advertising revenue: $5.48bn in FY2025, all of continuing revenue, from an engine the company calls Axon AI
This company's long-form card is not written yet.
Free · No card
See every AI tool — free
Join free as Spectator. The tools stay open for you after you sign in — same login as the rest of AllFactsAI.
- AI earnings calendar
- Stock screener
- Model leaderboard and prices
- AI capex tracker
- Company exposure cards
- AI value chain
- Daily and weekly Receipts
Free · No card · Unsubscribe anytime
Want the full picture? Insider
- Deep-dive company insights, built from public filings
- Capex leaderboard history and each company's spend over time
- Screener tools: 52-week range, personal watchlist, saved views
- Search the whole fact library and both newsletter archives
- Email alerts when a new fact lands on a company you follow
From US$9 a month · Opens to everyone Mon 23 Nov
See Insider →Already a member? Sign in