Applovin Corporation (APP) Q4 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.636 Welcome to Applovin's earnings call for the fourth quarter and year ended December 31st, 00:00:03.636 -- 00:00:08.102 2025. I'm David Hsiao, Head of Investor Relations. 00:00:08.102 -- 00:00:13.349 Joining me today to discuss our results are Adam Ferughi, our co-founder, CEO, and shareperson, 00:00:13.349 -- 00:00:15.892 and Matt Stumpf, our CFO. 00:00:15.892 -- 00:00:20.198 Please note our SEC filings to date, as well as our financial update and press release 00:00:20.198 -- 00:00:25.583 discussing our fourth quarter and annual performance are available at investors.applovin.com. 00:00:26.609 -- 00:00:30.415 During today's call, we will be making forward-looking statements including, but not 00:00:30.415 -- 00:00:36.445 limited to, the future development and reach of our platform, our expected growth opportunities, 00:00:36.445 -- 00:00:41.212 the expected future financial performance of the company, and other future events. 00:00:41.212 -- 00:00:45.339 These statements are based on our current assumptions and beliefs, and we assume no obligation 00:00:45.339 -- 00:00:50.427 to update them except as required by law. Our actual results may differ materially from 00:00:50.427 -- 00:00:54.595 the results predicted. We encourage you to review the risk factors in our most recently 00:00:54.595 -- 00:00:59.581 filed Form 10-Q for the third quarter until September 30, 2025. 00:00:59.581 -- 00:01:03.886 Additional information may also be found in our annual report on Form 10-K for the fiscal 00:01:03.886 -- 00:01:06.629 year ended December 31, 2025, 00:01:06.629 -- 00:01:09.272 which will be filed later this month. 00:01:09.272 -- 00:01:12.495 We will also be discussing non-GAAP financial measures. 00:01:12.495 -- 00:01:16.980 These non-G...