Operating
Change in AR
Applovin Corporation Change in AR increased by 512.2% to $215.47M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 6.1%, from $229.50M to $215.47M. Over 4 years (FY 2021 to FY 2025), Change in AR shows an upward trend with a 28.0% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementCash Flow Statement
SectionOperating
CategoryEfficiency
SignalLower is better
VolatilityVolatile
First reportedQ4 2013
Last reportedQ4 2025
How to read this metric
A large increase relative to sales growth may signal issues with collections or aggressive credit terms offered to customers.
Detailed definition
This represents the net change in the amount of money owed to the company by customers for goods or services delivered o...
Peer comparison
Companies with strong market power or direct-to-consumer models typically maintain lower accounts receivable relative to total sales.
Metric ID:
cf_change_in_accounts_receivableHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $25.96M | $30.12M | $101.95M | $170.25M | -$6.83M | -$24.07M | $35.48M | -$65.61M | $32.34M | $180.07M | $114.48M | $84.84M | $40.35M | $112.35M | $229.50M | $167.38M | $124.17M | $35.20M | $215.47M |
| QoQ Change | — | +16.0% | +238.5% | +67.0% | -104.0% | -252.2% | +247.4% | -284.9% | +149.3% | +456.7% | -36.4% | -25.9% | -52.4% | +178.4% | +104.3% | -27.1% | -25.8% | -71.7% | +512.2% |
| YoY Change | — | — | — | — | -126.3% | -179.9% | -65.2% | -138.5% | +573.3% | +848.2% | +222.7% | +229.3% | +24.8% | -37.6% | +100.5% | +97.3% | +207.7% | -68.7% | -6.1% |
Range-$65.61M – $229.50M
CAGR+60.0%
Avg YoY Growth+112.1%
Median YoY Growth+24.8%
Change in AR at Other Companies
Frequently Asked Questions
- What is Applovin Corporation's change in ar?
- Applovin Corporation (APP) reported change in ar of $215.47M in Q4 2025.
- How has Applovin Corporation's change in ar changed year-over-year?
- Applovin Corporation's change in ar decreased by 6.1% year-over-year, from $229.50M to $215.47M.
- What is the long-term trend for Applovin Corporation's change in ar?
- Over 4 years (2021 to 2025), Applovin Corporation's change in ar has grown at a 28.0% compound annual growth rate (CAGR), from $201.95M to $542.22M.
- What does change in ar mean?
- The change in the amount of money customers owe the company for recent purchases.