secwatch.observer — SEC 8-K summary ====================================== Issuer: AppLovin Corp (APP) CIK: 0001751008 Form: 8-K Filed at: 2026-08-05T20:06:12+00:00 Accession: 0001751008-26-000057 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AppLovin Q2 revenue up 53% YoY to $1.92B; EPS $3.76; Q3 guidance above consensus -------------------------------------------------------------------------------- - Revenue $1,924M (+53% YoY); net income $1,267M (+55% YoY); diluted EPS $3.76. - Adjusted EBITDA $1,614M (+58% YoY); free cash flow $863.3M. - Q3 2026 guidance: revenue $2,055-2,085M; Adj. EBITDA $1,710-1,740M (83% margin). - Repurchased 1.1M shares for $551.3M in Q2; 335M shares outstanding at quarter end. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1751008/000175100826000057/0001751008-26-000057-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1751008/000175100826000057/app-20260805.htm HTML page: https://secwatch.observer/filing/0001751008-26-000057 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer