Form 10-Q · Quarterly report
AppLovin 10-Q, filed Nov 4, 2026
- Filed
- CIK
- 0001751008
- Accession no.
- 0001751008-26-000069
Summary
AppLovin reported third-quarter 2026 revenue of $2.18 billion, up from $1.41 billion a year earlier, with net income of $1.44 billion and adjusted EBITDA of $1.84 billion. The company said it intends to keep investing in its Axon AI recommendation system and expanding beyond gaming into e-commerce and connected TV.
Key points
- Revenue for the three months ended September 30, 2026 was $2.18 billion, compared with $1.41 billion a year earlier.
- Net income was $1.44 billion for the quarter and $3.91 billion for the nine months ended September 30, 2026.
- Adjusted EBITDA was $1.84 billion for the quarter, an 84.3% margin, and $5.01 billion for the nine months.
- Nine-month free cash flow was $3.57 billion, up from $2.64 billion a year earlier.
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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