earnings
confidence high
sentiment positive
materiality 0.85
AppLovin Q1 2026 revenue $1.84B (+59% YoY); diluted EPS $3.56; guides Q2 rev $1.92-1.95B
AppLovin Corp
2026-Q1 EPS reported
$3.56
revenue$1,842,449,000
- Revenue $1.842B (+59% YoY); net income $1.206B (+109% YoY).
- Adjusted EBITDA $1.557B (+66% YoY); free cash flow $1.3B.
- Diluted EPS $3.56; repurchased 2.2M shares for $1.0B in Q1.
- Q2 guidance: revenue $1.915-1.945B, Adj. EBITDA $1.615-1.645B (84-85% margin).
- 336M shares outstanding as of March 31, 2026.