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.
AppLovin Corp is 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
$4.09
Revenue Estimate
$2.09B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the APP page.
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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