← Who reports today · Communication Services
APP earnings date & Q2 2026 results · AppLovin
US GAAP · $M · vs Q2 2025 · reported 08/05/2026
AppLovin Corporation is an American mobile technology company headquartered in Palo Alto, California. · Wikipedia
More about the company
Founded in 2012, the company helps developers market, monetize, analyze and publish their apps through its mobile advertising, marketing, and analytics platforms, SSP MAX; DSP AppDiscovery; and SparkLabs creative studio. The company also invests in various mobile game publishers.
Key growth driver: Revenue growth of +53% y/y — the report gives no segment split, so the driver is the whole business. · by the Q2 2026 report
When is APP’s next earnings date?
Wednesday, November 4, 2026estimated
AppLovin (APP) has not confirmed the date yet; Nov 4, 2026 is an estimate based on the company's past reporting schedule and may move once the date is announced. Consensus EPS forecast: $3.95 (9 analysts), vs $2.45 in the same quarter last year.
What time does APP report? Usually after market close: the last 4 results releases reached the SEC at 4:06 pm, 4:07 pm, 4:07 pm, 4:07 pm ET.
Last report: Aug 5, 2026 (Q2 2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$1,924
+53%
Operating income
$1,494
+56%
77.7% margin
Net income
$1,267
+64%
Diluted EPS $3.76 · 66% net margin
Verdict: extraordinary software economics — revenue up 53% with a 77.7% operating margin and a 66% net margin, free cash flow of $863M in a single quarter, and guidance implying ~40% growth continues; doubled R&D on AI models is the only cost line growing fast.
OCF $869M · FCF $863M (≈45% of revenue) · buybacks $551M in Q2 (1.1M shares) · cash $3.1B vs debt $3.5B · 3Q26 guidance: revenue $2,055–2,085M, adj. EBITDA margin 83%.
Source and notation
* marks non-cash / ≈ estimated. Advertising-only company after the 2025 apps divestiture. Source: AppLovin press release, 8-K EX-99.1 (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
APP earnings history: past report dates
| Aug 5, 2026 Wed | 4:06 pmafter market close | Jun 30, 2026 | $1.9B+53% y/y | $3.76+57% y/y |
| May 6, 2026 Wed | 4:07 pmafter market close | Mar 31, 2026 | $1.8B+59% y/y | $3.56+113% y/y |
| Feb 11, 2026 Wed | 4:07 pmafter market close | Dec 31, 2025 | ≈$1.7B−21% y/y | ≈$3.24+88% y/y |
| Nov 5, 2025 Wed | 4:07 pmafter market close | Sep 30, 2025 | $1.4B+68% y/y | $2.45+96% y/y |
| Aug 6, 2025 Wed | 4:08 pmafter market close | Jun 30, 2025 | $1.3B+77% y/y | $2.39+169% y/y |
| May 7, 2025 Wed | 4:19 pmafter market close | Mar 31, 2025 | $1.2B+10% y/y | $1.67+149% y/y |
| Feb 12, 2025 Wed | 4:07 pmafter market close | Dec 31, 2024 | ≈$2.1B+121% y/y | ≈$1.72+266% y/y |
| Nov 6, 2024 Wed | 4:08 pmafter market close | Sep 30, 2024 | $835M−3% y/y | $1.25+317% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
AppLovin: 5-year financials
| 2025 | 5,481 | 4,152 | 3,334 | — |
| 2024 | 3,224 | 1,911 | 1,580 | 2,094 |
| 2023 | 1,842 | 772 | 357 | 1,057 |
| 2022 | 2,817 | −47.8 | −193 | 412 |
| 2021 | 2,793 | 150 | 35.4 | 361 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP).
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
1/2mixed
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Feb 2026Class B (20 votes) is held entirely by Foroughi and Chen — about 67% of the vote as of 12/31/2025; the company is "controlled" under Nasdaq rules. sec.gov ↗
- Feb 2026Class B converts into Class A 61–180 days after termination of the voting agreement or Foroughi's departure from the board and management; there is no time-based sunset. sec.gov ↗
- Dec 2025Diluted shares 372M (2022) → 342M (2025); SBC of $0.21B = 3.8% of $5.5B revenue. data.sec.gov ↗
- Feb 2026The 10-K discloses unresolved investor class actions (since 03/2025) and derivative suits — no deduction until settled. sec.gov ↗
Scoring: 2.0 −1.0 (criterion 7: Class B with 20 votes, Foroughi and Chen hold ~67% of the vote, conversion only upon Foroughi's departure/termination of the agreement — no time-based sunset) = 1.0
- Share classes
- Class A (1 vote), Class B (20 votes) held by Foroughi and Chen — ~67% of the vote, a "controlled company"; Class B converts only upon termination of the voting agreement or Foroughi's departure — no sunset → −1.0.
- Dilution
- IPO 04/2021: from the first full year (2022), diluted shares 372M → 342M (−8%) thanks to buybacks; SBC 3.8% of revenue.
- Disclosure
- Full US GAAP reporting: 10-K and 10-Q filed on EDGAR on time.
- Dividends
- No dividend, none promised; buybacks of $0.3–2.2B a year.
- Lawsuits & regulators
- The 2025 and 2026 class actions are unresolved — no deduction; an SEC inquiry (since 10/2025) with no enforcement action.
- Related parties
- Disclosed agreements with the founders (registration rights, Chen's right to exchange option shares for Class B) — no payments on non-market terms.
How the score works · checked as of Sep 2026
AppLovin (APP) earnings: FAQ
When is APP's next earnings date?
AppLovin (APP) has not confirmed the date yet; Nov 4, 2026 is an estimate based on its past reporting schedule.
What time does APP report earnings?
AppLovin usually reports after market close: its latest results release was filed with the SEC at 4:06 pm ET on Aug 5, 2026.
When did APP last report earnings?
AppLovin reported Q2 2026 results on Aug 5, 2026.
What is the EPS estimate for APP's next earnings?
The consensus EPS forecast is $3.95 (9 analysts), vs $2.45 in the same quarter last year.
Where can I find AppLovin's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to APP's filings; this page breaks the latest report down in a Sankey chart.
What was APP's net income in Q2 2026?
AppLovin reported net income of $1,267M for Q2 2026 (+64% year over year), under US GAAP.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/26/2026. How we make the breakdowns · Report an error
More reports: CMCSA · Q2 2026 · DIS · Q3 FY2026 · GOOG · Q2 2026 · GOOGL · Q2 2026 · META · Q2 2026 · NFLX · Q2 2026 · T · Q2 2026 · TMUS · Q2 2026 · VZ · Q2 2026 · NBIS · Q2 2026 · all reports