AppLovin (APP) Change in Receivables (2020 - 2026)
AppLovin (APP) reported 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 7 years of Change in Receivables data on file, last reported at $138.1 million in Q1 2026.
- Change in Receivables for Q1 2026 came in at $138.1 million, down 17.5% year-over-year; the trailing twelve-month figure through Mar 2026 was $512.9 million (down 6.67% YoY), and the FY2025 annual result was $542.2 million, up 16.1% from the prior year.
- Change in Receivables slipped to $138.1 million in Q1 2026 per APP's latest filing, from $215.5 million in the prior quarter.
- Over five years, Change in Receivables peaked at $229.5 million in Q4 2024 and troughed at -$65.6 million in Q1 2023.
- A 5-year average of $93.1 million and a median of $112.3 million in 2024 frame the typical range for Change in Receivables.
- The sharpest annual moves came in 2022 and 2023: Change in Receivables plunged 179.91% in 2022, then surged 848.22% in 2023.
- A 5-year view of Change in Receivables shows it 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 dropped by 6.11% to $215.5 million in 2025, then plunged 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 | 175.91 Bn | 173.15 Bn | 1.78 Bn | 138.10 Mn |
| 2 | Omnicom | 22.52 Bn | 18.86 Bn | 1.04 Bn | - |
| 3 | Trade Desk | 9.46 Bn | 8.05 Bn | 506.89 Mn | -429.29 Mn |
| 4 | Wpp | 2.71 Bn | -875.81 Mn | - | -143.66 Mn |
| 5 | Nexxen International | 2.36 Bn | 2.23 Bn | 70.41 Mn | -21.28 Mn |
| 6 | Magnite | 2.27 Bn | 2.09 Bn | 118.28 Mn | 129.31 Mn |
| 7 | Ziff Davis | 1.74 Bn | 1.22 Bn | 152.41 Mn | -195.30 Mn |
| 8 | DoubleVerify Holdings | 1.69 Bn | 1.51 Bn | 135.23 Mn | 3.70 Mn |
| 9 | Stagwell | 1.60 Bn | 1.51 Bn | 244.61 Mn | 1.99 Mn |
| 10 | Clear Channel Outdoor Holdings | 1.19 Bn | 1.02 Bn | 193.76 Mn | -37.31 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 |