AppLovin (APP) Change in Receivables (2020 - 2026)
AppLovin (APP) posted quarterly Change in Receivables of $138.1 million for Q1 2026, down 17.5% year-over-year from $167.4 million in Q1 2025, and down 35.91% quarter-over-quarter from $215.5 million in Q4 2025.
AppLovin (APP) Change in Receivables (2020 - 2026) Analysis & Trends
AppLovin (APP) has reported Change in Receivables for 7 consecutive years, with $138.1 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Change in Receivables fell 17.5% year-over-year to $138.1 million; the TTM figure through Mar 2026 stood at $512.9 million (down 6.67% YoY), while the FY2025 annual figure was $542.2 million, up 16.1% from the prior year.
- Change in Receivables fell to $138.1 million in Q1 2026 per APP's latest filing, from $215.5 million in the prior quarter.
- Across five years, Change in Receivables topped out at $229.5 million in Q4 2024 and bottomed at -$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.
- Annual changes were most pronounced in 2022 — Change in Receivables plunged 179.91% — and 2023, when it surged 848.22%.
- AppLovin's Change in Receivables stood at $35.5 million in 2022, then soared by 222.68% to $114.5 million in 2023, then surged by 100.46% to $229.5 million in 2024, then declined by 6.11% to $215.5 million in 2025, then sank by 35.91% to $138.1 million in 2026.
- Business Quant data shows APP's Change in Receivables at $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 | 101.83 Bn | 98.78 Bn | 1.70 Bn | 214.46 Mn |
| 2 | Omnicom | 24.64 Bn | 21.30 Bn | 1.30 Bn | - |
| 3 | Trade Desk | 6.21 Bn | 4.72 Bn | 530.72 Mn | -118.82 Mn |
| 4 | Wpp | 5.67 Bn | 2.50 Bn | - | - |
| 5 | Magnite | 3.37 Bn | 3.04 Bn | 130.79 Mn | -47.33 Mn |
| 6 | Stagwell | 2.15 Bn | 2.04 Bn | 269.24 Mn | -11.59 Mn |
| 7 | DoubleVerify Holdings | 2.05 Bn | 1.84 Bn | 161.31 Mn | -6.71 Mn |
| 8 | Ziff Davis | 2.04 Bn | 429.06 Mn | 241.03 Mn | -9.52 Mn |
| 9 | Clear Channel Outdoor Holdings | 1.21 Bn | 1.02 Bn | 241.86 Mn | 33.41 Mn |
| 10 | Quinstreet | 1.18 Bn | 1.08 Bn | 41.34 Mn | 26.58 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 214.46 Mn |
| Jun 30, 2026 | 214.46 Mn |
| 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 |