AppLovin (APP) Current Deferred Revenue (2020 - 2025)
AppLovin (APP) posted quarterly Current Deferred Revenue of $45.7 million for Q3 2025, down 39.71% year-over-year from $75.9 million in Q3 2024, and up 1.72% quarter-over-quarter from $45.0 million in Q2 2025.
AppLovin (APP) Current Deferred Revenue (2020 - 2025) Analysis & Trends
AppLovin (APP) has reported Current Deferred Revenue for 6 consecutive years, with $45.7 million the latest figure, recorded in Q3 2025.
- In Q3 2025, Current Deferred Revenue fell 39.71% year-over-year to $45.7 million; the TTM figure through Sep 2025 stood at $45.7 million (down 39.71% YoY), while the FY2024 annual figure was $37.1 million, down 52.83% from the prior year.
- Current Deferred Revenue improved to $45.7 million in Q3 2025 per APP's latest filing, from $45.0 million in the prior quarter.
- Across five years, Current Deferred Revenue topped out at $90.1 million in Q2 2021 and bottomed at $37.1 million in Q4 2024.
- Historically, Current Deferred Revenue has averaged $70.7 million across 5 years, with a median of $74.3 million in 2023.
- Annual changes were most pronounced in 2023 — Current Deferred Revenue increased 22.71% — and 2024, when it slumped 52.83%.
- AppLovin's Current Deferred Revenue stood at $78.9 million in 2021, then retreated by 18.89% to $64.0 million in 2022, then increased by 22.71% to $78.6 million in 2023, then plunged by 52.83% to $37.1 million in 2024, then rose by 23.47% to $45.7 million in 2025.
- Business Quant data shows APP's Current Deferred Revenue at $45.7 million in Q3 2025, $45.0 million in Q2 2025, and $72.6 million in Q1 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | AppLovin | 103.70 Bn | 100.65 Bn | 1.70 Bn |
| 2 | Omnicom | 24.37 Bn | 21.03 Bn | 1.30 Bn |
| 3 | Trade Desk | 6.27 Bn | 4.78 Bn | 530.72 Mn |
| 4 | Wpp | 5.67 Bn | 2.50 Bn | - |
| 5 | Magnite | 3.35 Bn | 3.02 Bn | 130.79 Mn |
| 6 | Stagwell | 2.09 Bn | 1.98 Bn | 269.24 Mn |
| 7 | DoubleVerify Holdings | 2.05 Bn | 1.84 Bn | 161.31 Mn |
| 8 | Ziff Davis | 2.02 Bn | 410.50 Mn | 241.03 Mn |
| 9 | Clear Channel Outdoor Holdings | 1.22 Bn | 1.02 Bn | 241.86 Mn |
| 10 | Quinstreet | 1.17 Bn | 1.06 Bn | 41.34 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2025 | 45.75 Mn |
| Jun 30, 2025 | 44.98 Mn |
| Mar 31, 2025 | 72.62 Mn |
| Dec 31, 2024 | 37.05 Mn |
| Sep 30, 2024 | 75.88 Mn |
| Jun 30, 2024 | 74.19 Mn |
| Mar 31, 2024 | 80.48 Mn |
| Dec 31, 2023 | 78.56 Mn |
| Sep 30, 2023 | 77.90 Mn |
| Jun 30, 2023 | 74.31 Mn |
| Mar 31, 2023 | 66.90 Mn |
| Dec 31, 2022 | 64.02 Mn |
| Sep 30, 2022 | 65.43 Mn |
| Jun 30, 2022 | 68.93 Mn |
| Mar 31, 2022 | 76.12 Mn |
| Dec 31, 2021 | 78.93 Mn |
| Sep 30, 2021 | 84.88 Mn |
| Jun 30, 2021 | 90.05 Mn |
| Mar 31, 2021 | 85.89 Mn |
| Dec 31, 2020 | 86.89 Mn |