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AppLovin Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $3.44 |
| EPS actual | $3.56 |
| EPS Surprise | 3.49% |
| Revenue estimate | 1.774B |
| Revenue actual | 1.842B |
| Revenue Surprise | 3.87% |
| Release date | Feb 11, 2026 |
| EPS estimate | $2.95 |
| EPS actual | $3.24 |
| EPS Surprise | 9.83% |
| Revenue estimate | 1.612B |
| Revenue actual | 1.658B |
| Revenue Surprise | 2.84% |
| Release date | Nov 05, 2025 |
| EPS estimate | $2.38 |
| EPS actual | $2.45 |
| EPS Surprise | 2.94% |
| Revenue estimate | 1.342B |
| Revenue actual | 1.405B |
| Revenue Surprise | 4.68% |
| Release date | Aug 06, 2025 |
| EPS estimate | $1.96 |
| EPS actual | $2.26 |
| EPS Surprise | 15.31% |
| Revenue estimate | 1.224B |
| Revenue actual | 1.259B |
| Revenue Surprise | 2.81% |
Last 4 Quarters for AppLovin
Below you can see how APP performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $390.57 |
| EPS estimate | $1.96 |
| EPS actual | $2.26 |
| EPS surprise | 15.31% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $390.70 |
| Aug 01, 2025 | $379.17 |
| Aug 04, 2025 | $395.01 |
| Aug 05, 2025 | $377.93 |
| Aug 06, 2025 | $390.57 |
| Aug 07, 2025 | $437.34 |
| Aug 08, 2025 | $455.98 |
| Aug 11, 2025 | $465.58 |
| Aug 12, 2025 | $467.00 |
| 4 days before | -0.0333% |
| 4 days after | 19.57% |
| On release day | 11.97% |
| Change in period | 19.53% |
| Release date | Nov 05, 2025 |
| Price on release | $617.05 |
| EPS estimate | $2.38 |
| EPS actual | $2.45 |
| EPS surprise | 2.94% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $620.62 |
| Oct 31, 2025 | $637.33 |
| Nov 03, 2025 | $632.14 |
| Nov 04, 2025 | $608.68 |
| Nov 05, 2025 | $617.05 |
| Nov 06, 2025 | $621.36 |
| Nov 07, 2025 | $619.93 |
| Nov 10, 2025 | $651.32 |
| Nov 11, 2025 | $594.91 |
| 4 days before | -0.575% |
| 4 days after | -3.59% |
| On release day | 0.698% |
| Change in period | -4.14% |
| Release date | Feb 11, 2026 |
| Price on release | $456.81 |
| EPS estimate | $2.95 |
| EPS actual | $3.24 |
| EPS surprise | 9.83% |
| Date | Price |
|---|---|
| Feb 05, 2026 | $375.23 |
| Feb 06, 2026 | $406.72 |
| Feb 09, 2026 | $460.38 |
| Feb 10, 2026 | $472.92 |
| Feb 11, 2026 | $456.81 |
| Feb 12, 2026 | $366.91 |
| Feb 13, 2026 | $390.67 |
| Feb 17, 2026 | $376.38 |
| Feb 18, 2026 | $404.39 |
| 4 days before | 21.74% |
| 4 days after | -11.48% |
| On release day | -19.68% |
| Change in period | 7.77% |
| Release date | May 06, 2026 |
| Price on release | $468.83 |
| EPS estimate | $3.44 |
| EPS actual | $3.56 |
| EPS surprise | 3.49% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $446.35 |
| May 01, 2026 | $460.00 |
| May 04, 2026 | $475.00 |
| May 05, 2026 | $478.11 |
| May 06, 2026 | $468.83 |
| May 07, 2026 | $498.87 |
| May 08, 2026 | $468.55 |
| May 11, 2026 | $478.42 |
| May 12, 2026 | $490.69 |
| 4 days before | 5.04% |
| 4 days after | 4.66% |
| On release day | 6.41% |
| Change in period | 9.93% |
AppLovin Earnings Call Transcript Summary of Q1 2026
AppLovin reported a strong Q1 2026 with revenue of $1.84 billion (up 59% YoY) and adjusted EBITDA of $1.56 billion (85% margin), continued margin expansion and $1.29 billion of free cash flow. Management highlighted sustained strength in their core gaming business and rapid scaling of the younger "consumer" vertical (previously e‑commerce), driven by AI model improvements and new creative tools. A key corporate milestone: AppLovin will open its Axon platform to self‑serve advertisers in June, enabling broad advertiser onboarding and expected to accelerate compounding growth. The company repurchased $1 billion of stock during the quarter (2.23 million shares), finished with $2.76 billion in cash and ~$2.3 billion remaining on the buyback authorization. Guidance for Q2: revenue $1.915–$1.945 billion and adjusted EBITDA $1.615–$1.645 billion (84–85% margin). Management emphasized operating leverage, disciplined capital allocation (organic investment + buybacks), focus on product execution (AI creative/video generation, agent compatibility) and longer‑term initiatives including connected TV and lead‑gen models.
