AppLovin (APP) Share-based Compensation (2020 - 2026)
AppLovin's (APP) quarterly Share-based Compensation came in at $26.9 million in Q1 2026, down 56.15% year-on-year from $61.3 million in Q1 2025, and up 125.24% on a QoQ basis from -$106.5 million in Q4 2025.
AppLovin (APP) Share-based Compensation (2020 - 2026) Analysis & Trends
AppLovin (APP) has 7 years of Share-based Compensation data on file, last reported at $26.9 million in Q1 2026.
- On a quarterly basis, Share-based Compensation fell 56.15% year-over-year to $26.9 million in Q1 2026; TTM through Mar 2026 was $176.0 million, a 49.78% decrease from a year earlier, with the FY2025 full-year figure at $210.4 million, down 43.03% from the prior year.
- Share-based Compensation for Q1 2026 stood at $26.9 million, up from -$106.5 million in the prior quarter.
- Over the last five years, Share-based Compensation for APP reached as high as $356.3 million in Q2 2024 and fell as low as -$160.9 million in Q3 2024.
- Historically, Share-based Compensation has averaged $51.8 million across 5 years, with a median of $60.2 million in 2025.
- Across the five-year window, Share-based Compensation tumbled 264.46% in 2022 and surged 424.94% in 2023, its largest moves.
- Year by year, Share-based Compensation stood at -$116.4 million in 2022, then soared by 212.18% to $130.6 million in 2023, then fell by 28.15% to $93.8 million in 2024, then tumbled by 213.46% to -$106.5 million in 2025, then soared by 125.24% to $26.9 million in 2026.
- Per Business Quant data, the three most recent Share-based Compensation figures were $26.9 million in Q1 2026, -$106.5 million in Q4 2025, and $60.2 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Share-based Compensation (Qtr) |
|---|---|---|---|---|---|
| 1 | AppLovin | 134.57 Bn | 131.82 Bn | 1.64 Bn | 26.87 Mn |
| 2 | Wpp | 26.03 Bn | 22.66 Bn | - | 97.10 Mn |
| 3 | Omnicom | 22.21 Bn | 18.26 Bn | 1.04 Bn | 27.10 Mn |
| 4 | Trade Desk | 7.97 Bn | 6.56 Bn | 506.89 Mn | 10.65 Mn |
| 5 | Magnite | 2.57 Bn | 2.39 Bn | 103.96 Mn | 19.69 Mn |
| 6 | Ziff Davis | 1.94 Bn | 1.42 Bn | 223.32 Mn | 10.91 Mn |
| 7 | Stagwell | 1.76 Bn | 1.66 Bn | 244.61 Mn | 2.92 Mn |
| 8 | DoubleVerify Holdings | 1.67 Bn | 1.50 Bn | 147.67 Mn | 24.25 Mn |
| 9 | Clear Channel Outdoor Holdings | 1.20 Bn | 1.03 Bn | 193.76 Mn | 5.87 Mn |
| 10 | Criteo | 1.05 Bn | 737.13 Mn | 222.74 Mn | 13.35 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 26.87 Mn |
| Mar 31, 2026 | 26.87 Mn |
| Dec 31, 2025 | -106.46 Mn |
| Dec 31, 2025 | -106.46 Mn |
| Sep 30, 2025 | 60.23 Mn |
| Sep 30, 2025 | 60.23 Mn |
| Jun 30, 2025 | 195.37 Mn |
| Jun 30, 2025 | 195.37 Mn |
| Mar 31, 2025 | 61.28 Mn |
| Mar 31, 2025 | 61.28 Mn |
| Dec 31, 2024 | 93.83 Mn |
| Dec 31, 2024 | 93.83 Mn |
| Sep 30, 2024 | -160.95 Mn |
| Sep 30, 2024 | -160.95 Mn |
| Jun 30, 2024 | 356.34 Mn |
| Jun 30, 2024 | 356.34 Mn |
| Mar 31, 2024 | 80.14 Mn |
| Mar 31, 2024 | 80.14 Mn |
| Dec 31, 2023 | 130.59 Mn |
| Dec 31, 2023 | 130.59 Mn |