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AppLovin reported record revenue of $2.18 billion, up 55% year-over-year, and expects fourth-quarter revenue of $2.365 billion to $2.395 billion, representing approximately 43% to 44% growth.
AppLovin reported revenue increased by $779.8 million, or 55%, for the three months ended September 30, 2026, driven primarily by improved AppLovin Ads performance.
AppLovin Corporation reported 2026 third-quarter results: revenue of $2.18 billion, up 55% year-over-year, net income of $1.44 billion, up 72%, and Adjusted EBITDA of $1,842 million. Consenting stockholders holding approximately 67% of voting power approved reincorporation from Delaware to Nevada.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. AppLovin's Q2 revenue of $1.92B (up 53% YoY) and adjusted EBITDA of $1.61B (up 58% YoY) both came in just below the company's guidance ranges due to lighter model improvements during the quarter, though a material model uplift is now live. Q3 guidance of $2.055B-$2.085B revenue (46-48% YoY) reflects a re-acceleration.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $3.17B | Six Months Ended June 30, 2026 | — |
| Adjusted EBITDA margin non-GAAP | 84% | Six Months Ended June 30, 2026 | — |
| Free Cash Flow non-GAAP | $863.3M | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 869.04M
-1.43M Purchase of property and equipment
-4.3M Principal payments of finance leases
= Free Cash Flow 863.32M
|
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APP
this stock
AppLovin Corp
|
$135.54B | -39.3% | +70.0% | 27.5 | 3.3% |
|
OMC
Omnicom Group Inc.
|
$24.01B | +9.0% | +10.1% | — | 8.9% |
|
TTD
Trade Desk, Inc.
|
$7.41B | -58.7% | +18.5% | 22.7 | 15.3% |
|
WPP
WPP plc
|
$5.99B | +23.7% | — | — | 0.9% |
|
MGNI
Magnite, Inc.
|
$4.20B | +80.5% | +25.4% | — | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
AppLovin Corporation reported 2026 third-quarter results: revenue of $2.18 billion, up 55% year-over-year, net income of $1.44 billion, up 72%, and Adjusted EBITDA of $1,842 million. Consenting stockholders holding approximately 67% of voting power approved reincorporation from Delaware to Nevada.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APP | +4.6% | +53.7% | -20.5% | +79.0% | -39.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +2.0% | +54.9% | -21.0% | +79.2% | -49.9% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
