AppLovin (APP) Share-based Compensation (2020 - 2026)
AppLovin (APP) posted quarterly Share-based Compensation of $26.9 million for Q1 2026, down 56.15% year-over-year from $61.3 million in Q1 2025, and up 125.24% quarter-over-quarter from -$106.5 million in Q4 2025.
AppLovin (APP) Share-based Compensation (2020 - 2026) Analysis & Trends
AppLovin (APP) has reported Share-based Compensation for 7 consecutive years, with $26.9 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Share-based Compensation fell 56.15% year-over-year to $26.9 million; the TTM figure through Mar 2026 stood at $176.0 million (down 49.78% YoY), while the FY2025 annual figure was $210.4 million, down 43.03% from the prior year.
- Share-based Compensation climbed to $26.9 million in Q1 2026 per APP's latest filing, from -$106.5 million in the prior quarter.
- Across five years, Share-based Compensation topped out at $356.3 million in Q2 2024 and bottomed at -$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.
- Annual changes were most pronounced in 2022 — Share-based Compensation sank 264.46% — and 2023, when it jumped 424.94%.
- AppLovin's Share-based Compensation stood at -$116.4 million in 2022, then jumped by 212.18% to $130.6 million in 2023, then dropped by 28.15% to $93.8 million in 2024, then tumbled by 213.46% to -$106.5 million in 2025, then jumped by 125.24% to $26.9 million in 2026.
- Business Quant data shows APP's Share-based Compensation at $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) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | AppLovin | 103.70 Bn | 100.65 Bn | 1.70 Bn | 85.61 Mn |
| 2 | Omnicom | 24.37 Bn | 21.03 Bn | 1.30 Bn | 25.80 Mn |
| 3 | Trade Desk | 6.27 Bn | 4.78 Bn | 530.72 Mn | 109.56 Mn |
| 4 | Wpp | 5.67 Bn | 2.50 Bn | - | - |
| 5 | Magnite | 3.35 Bn | 3.02 Bn | 130.79 Mn | 19.63 Mn |
| 6 | Stagwell | 2.09 Bn | 1.98 Bn | 269.24 Mn | 18.57 Mn |
| 7 | DoubleVerify Holdings | 2.05 Bn | 1.84 Bn | 161.31 Mn | 191.30 Mn |
| 8 | Ziff Davis | 2.02 Bn | 410.50 Mn | 241.03 Mn | 12.98 Mn |
| 9 | Clear Channel Outdoor Holdings | 1.22 Bn | 1.02 Bn | 241.86 Mn | 8.81 Mn |
| 10 | Quinstreet | 1.17 Bn | 1.06 Bn | 41.34 Mn | 8.49 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 85.61 Mn |
| Jun 30, 2026 | 85.61 Mn |
| 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 |