Revenue Growth Driven by AppLovin Ads Performance
Revenue increased 53% YoY for Q2, primarily due to a 58% increase in net revenue per installation from improved AppLovin Ads performance, partially offset by a 2% decline in installation volume.
At the archive date, AppLovin Corp was expected to release its Q3 2026 10-Q filing on November 3, 2026, after market close. Last quarter: AppLovin's Q2 FY2026 earnings were propelled by a 53% revenue increase to $1.92 billion, driven by a 58% rise in net revenue per installation, while net income jumped 55% to $1.27 billion.
EPS Estimate
$4.06
Revenue Estimate
$2.09B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the APP page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Revenue increased 53% YoY for Q2, primarily due to a 58% increase in net revenue per installation from improved AppLovin Ads performance, partially offset by a 2% decline in installation volume.
Research and development expenses rose 127% YoY, driven by a $54.8 million increase in personnel-related costs, largely stock-based compensation for engineering talent.
G&A expenses decreased 27% YoY due to a $9.5 million reduction in bad debt expense and lower professional services costs.
Revenue
$1.92B
+52.82% YoY
EPS (Diluted)
$3.76
+57.32% YoY
Operating Income
$1.49B
+56.03% YoY
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