APP · AppLovin Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;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.
- + Q3 revenue guidance of $2.055B-$2.085B implies 46-48% YoY growth, re-accelerating sequentially on a material model uplift already live
- + Adjusted EBITDA grew 58% YoY to $1.61B with margin expanding ~300 bps to ~84%
- + Consumer advertiser spend set another record at 28% above Q4 2025 peak levels in a seasonally slow quarter
- + SEC inquiry concluded with no recommended action, resolving prior overhang
- − Q2 revenue of $1.92B and adjusted EBITDA of $1.61B both came in just below guidance ranges due to lighter model improvements
- − Free cash flow conversion below normal cadence due to timing of international cash tax and interest payments
- − Pace of buybacks moderated to $551M this quarter from ~$1B in Q1 due to lower free cash flow
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Advertising Agencies — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APP
this stock
AppLovin Corp
|
$102.76B | -56.9% | +70.0% | 23.6 | 3.3% |
|
OMC
Omnicom Group Inc.
|
$21.70B | -8.8% | +10.1% | — | 9.1% |
|
TTD
Trade Desk, Inc.
|
$5.92B | -67.9% | +18.5% | 15.0 | 18.8% |
|
WPP
WPP plc
|
$5.61B | +10.1% | — | — | 0.8% |
|
MGNI
Magnite, Inc.
|
$3.44B | +55.6% | +25.4% | — | 8.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APP | -7.9% | -6.8% | -23.4% | -6.9% | -56.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.2% | -7.0% | -35.6% | -6.4% | -68.7% |
Capital returns
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.