Form 10-Q · Quarterly report
AppLovin 10-Q, filed Aug 5, 2026
- Filed
- CIK
- 0001751008
- Accession no.
- 0001751008-26-000059
Summary
AppLovin reported second-quarter 2026 revenue of $1.92 billion and net income of $1.27 billion, up from $1.26 billion and $820 million respectively a year earlier, in its quarterly filing with the SEC. The company said it continues investing in its Axon AI recommendation system and expanding its advertising business into verticals such as e-commerce and connected TV, and that its clients range from indie developers to large platforms including Meta and Google.
Key points
- Second-quarter 2026 revenue rose to $1.92 billion from $1.26 billion in the same quarter of 2025, and net income rose to $1.27 billion from $820 million.
- Adjusted EBITDA was $1.61 billion for the quarter with an 83.9% margin, compared with $1.02 billion and 80.9% a year earlier.
- Six-month revenue was $3.77 billion versus $2.42 billion a year earlier, and free cash flow was $2.15 billion versus $1.59 billion.
- AppLovin said most revenue comes from AppLovin Ads, with additional revenue from MAX, Adjust and Wurl, and that it depends heavily on existing clients and on the policies of third-party app platforms such as the Apple App Store and Google Play Store.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview Our mission is to create meaningful connections between companies and their ideal customers. We provide end-to-end AI-powered advertising solutions for businesses to reach, monetize, and grow their global audience. Our scaled business model is intricately linked to the advertising ecosystem, providing a durable competitive advantage. We generate revenue when our advertisers achieve their return on advertising spend targets with our advertising solutions, ensuring that their success directly fuels our growth. …
An excerpt of the text as filed with the SEC, cut for length.
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