Stock
AppLovin (APP)
AppLovin reports Q3 on 2026-11-04 after guiding revenue of $2,055-2,085 million; a securities class action filed in September has a lead-plaintiff deadline of 2026-11-16.
Information and analysis only, not a recommendation to buy, sell or hold any security. The author may own securities discussed.
Researched and drafted with AI agents. Every figure is taken from a source cited on the page.
Analysis and information
What it does
AppLovin runs a marketing platform whose software helps businesses of every size reach customers through advertising. Its business runs at very high margins: adjusted EBITDA was 84% of revenue in Q2 2026.
Role in the theme
In Platforms and software, AppLovin is the advertising software company, and its results depend on how well its ad models perform for advertisers.
Latest
No company news was found from 2026-10-15 to 2026-10-29. The most recent results and events:
- 2026-08-05 (most recent results): Q2 revenue rose 53% to $1,924 million. Net income was $1,267 million. Adjusted EBITDA was $1,614 million and free cash flow was $863.3 million.
- 2026-08-05: Q3 guidance: revenue of $2,055-2,085 million and adjusted EBITDA of $1,710-1,740 million.
- 2026-08-06: The shares fell 19.66% to $335.67, as cited in a later securities complaint.
- 2026-09-16: A securities class action was filed in federal court in Northern California for investors who acquired shares from 2026-02-12 to 2026-08-05. It alleges the company overstated how steadily its AI advertising models were improving. These are allegations only; the company has not responded in court and no class has been certified.
What to watch
- Q3 revenue against the $2,055-2,085 million guidance.
- The class action: the deadline to seek the lead-plaintiff role is 2026-11-16.
- Next report: Q3 2026 results on 2026-11-04 after the close, with a webinar at 5:00 p.m. ET (confirmed).
Covered in
- Theme: Platforms and software
Sources
Primary means the publisher of the data or the filing; secondary means press or an aggregator.