1818 ET - AppLovin kicked off its earnings call looking to soothe jitters over artificial intelligence and competition. The concerns led shares of software stocks, including AppLovin, to slide last week. "The recent volatility warrants addressing," CEO Adam Foroughi says. "There's been a lot of discussion about how AI and competition will challenge our business." Foroughi says, though, that AppLovin's own AI models are fueling its growth, and as both external and internal research in AI continues to improve, its business will grow with it. "There's a real disconnect between market sentiment and the reality of our business," he says. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 18:18 ET (23:18 GMT)

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