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
DateValue
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