AppLovin (APP) Change in Receivables (2020 - 2026)
AppLovin's (APP) quarterly Change in Receivables came in at $138.1 million in Q1 2026, down 17.5% year-on-year from $167.4 million in Q1 2025, and down 35.91% on a QoQ basis from $215.5 million in Q4 2025.
AppLovin (APP) Change in Receivables (2020 - 2026) Analysis & Trends
AppLovin (APP) has 7 years of Change in Receivables data on file, last reported at $138.1 million in Q1 2026.
- On a quarterly basis, Change in Receivables fell 17.5% year-over-year to $138.1 million in Q1 2026; TTM through Mar 2026 was $512.9 million, a 6.67% decrease from a year earlier, with the FY2025 full-year figure at $542.2 million, up 16.1% from the prior year.
- Change in Receivables for Q1 2026 stood at $138.1 million, down from $215.5 million in the prior quarter.
- Over the last five years, Change in Receivables for APP reached as high as $229.5 million in Q4 2024 and fell as low as -$65.6 million in Q1 2023.
- Historically, Change in Receivables has averaged $93.1 million across 5 years, with a median of $112.3 million in 2024.
- Across the five-year window, Change in Receivables slumped 179.91% in 2022 and soared 848.22% in 2023, its largest moves.
- Year by year, Change in Receivables stood at $35.5 million in 2022, then surged by 222.68% to $114.5 million in 2023, then jumped by 100.46% to $229.5 million in 2024, then retreated by 6.11% to $215.5 million in 2025, then sank by 35.91% to $138.1 million in 2026.
- Per Business Quant data, the three most recent Change in Receivables figures were $138.1 million in Q1 2026, $215.5 million in Q4 2025, and $35.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | AppLovin | 134.57 Bn | 131.82 Bn | 1.64 Bn | 138.10 Mn |
| 2 | Wpp | 26.03 Bn | 22.66 Bn | - | - |
| 3 | Omnicom | 22.21 Bn | 18.26 Bn | 1.04 Bn | - |
| 4 | Trade Desk | 7.97 Bn | 6.56 Bn | 506.89 Mn | -429.29 Mn |
| 5 | Magnite | 2.57 Bn | 2.39 Bn | 103.96 Mn | 129.31 Mn |
| 6 | Ziff Davis | 1.94 Bn | 1.42 Bn | 223.32 Mn | -195.30 Mn |
| 7 | Stagwell | 1.76 Bn | 1.66 Bn | 244.61 Mn | 1.99 Mn |
| 8 | DoubleVerify Holdings | 1.67 Bn | 1.50 Bn | 147.67 Mn | 3.70 Mn |
| 9 | Clear Channel Outdoor Holdings | 1.20 Bn | 1.03 Bn | 193.76 Mn | -37.31 Mn |
| 10 | Criteo | 1.05 Bn | 737.13 Mn | 222.74 Mn | -131.99 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 138.10 Mn |
| Mar 31, 2026 | 138.10 Mn |
| Dec 31, 2025 | 215.47 Mn |
| Dec 31, 2025 | 215.47 Mn |
| Sep 30, 2025 | 35.20 Mn |
| Sep 30, 2025 | 35.20 Mn |
| Jun 30, 2025 | 124.17 Mn |
| Jun 30, 2025 | 124.17 Mn |
| Mar 31, 2025 | 167.38 Mn |
| Mar 31, 2025 | 167.38 Mn |
| Dec 31, 2024 | 229.50 Mn |
| Dec 31, 2024 | 229.50 Mn |
| Sep 30, 2024 | 112.35 Mn |
| Sep 30, 2024 | 112.35 Mn |
| Jun 30, 2024 | 40.35 Mn |
| Jun 30, 2024 | 40.35 Mn |
| Mar 31, 2024 | 84.84 Mn |
| Mar 31, 2024 | 84.84 Mn |
| Dec 31, 2023 | 114.48 Mn |
| Dec 31, 2023 | 114.48 Mn |