AppLovin Q2 2026 revenue rose 53% to $1.92 billion, adjusted EBITDA up 58%; Q3 guidance $2.055–$2.085 billion
AppLovin reported second-quarter 2026 revenue of $1.924 billion, up 53%, and adjusted EBITDA of $1.614 billion at an 84% margin. Net income rose 55% to $1.267 billion and free cash flow was $863 million. The company guided third-quarter revenue to $2.055–$2.085 billion and adjusted EBITDA to $1.710–$1.740 billion, a margin of 83%.
- Q2 2026 revenue $1,923.7 million (+53%); adjusted EBITDA $1,613.8 million (+58%, 84% margin)
- Net income $1,266.5 million (+55%); EPS $3.77 basic, $3.76 diluted; free cash flow $863.3 million
- Q3 2026 guidance: revenue $2,055–$2,085 million; adjusted EBITDA $1,710–$1,740 million (83% margin)
- Repurchased and withheld 1.1 million shares for $551.3 million in Q2; $1,533.0 million year to date
- R&D expense $99.9 million, more than double the $44.0 million a year earlier
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Source
SEC filing (8-K, Exhibit 99.1)Aug 5, 2026
SEC filing 8-K · accession 0001751008-26-000057 · sec.gov ↗