Every material Form 8-K AppLovin has filed with the SEC since February 11, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AppLovin announced its third quarter 2026 financial results, reporting net income of $1.44 billion on revenue of $2.18 billion, and provided fourth quarter guidance for revenue between $2.365 billion and $2.395 billion. Additionally, consenting stockholders holding approximately 67 percent of voting power approved the company's reincorporation from Delaware to Nevada by written consent on October 29, 2026. Shareholders should note the strong earnings growth alongside an increased share repurchase authorization of $3.6 billion.
Net income for the quarter ended September 30, 2026, grew 72% year-over-year to $1.44 billion on record revenue of $2.18 billion.
Fourth quarter 2026 revenue is expected to be between $2.365 billion and $2.395 billion.
Consenting stockholders holding approximately 67% of voting power approved the Nevada Reincorporation by written consent on October 29, 2026.
The board of directors increased the share repurchase authorization by $3.2 billion, bringing the total current authorization to $3.6 billion as of the end of October.
AppLovin reported second quarter 2026 results for the quarter ended June 30, 2026, with revenue of $1.92 billion, up 53% from $1.26 billion a year earlier, and net income of $1.27 billion, up 55%. The company also guided third quarter 2026 revenue to $2.055 billion to $2.085 billion and Adjusted EBITDA to $1.71 billion to $1.74 billion, and reported repurchasing and withholding shares for $551.3 million in the quarter.
Q2 2026 revenue $1.92 billion vs. $1.26 billion in Q2 2025; Adjusted EBITDA $1.61 billion, up 58%
Diluted EPS $3.76 in Q2 2026 vs. $2.39 in Q2 2025 (total company, including discontinued operations)
Q3 2026 guidance: revenue $2.055 billion to $2.085 billion; Adjusted EBITDA $1.71 billion to $1.74 billion
Q2 2026 free cash flow $863.3 million; 1.1 million Class A shares repurchased or withheld for $551.3 million
AppLovin reported first quarter 2026 revenue of $1.842 billion, up 59% from a year earlier, and net income of $1.206 billion, up 109%. The company also guided second quarter 2026 revenue to $1.915 billion to $1.945 billion and adjusted EBITDA to $1.615 billion to $1.645 billion.
Revenue of $1.842 billion versus $1.159 billion in Q1 2025, up 59%.
Net income of $1.206 billion versus $576 million; diluted EPS of $3.56 versus $1.67.
Q2 2026 guidance: revenue $1.915 billion to $1.945 billion; adjusted EBITDA $1.615 billion to $1.645 billion.
Repurchased and withheld 2.2 million Class A shares for $1.0 billion; 336 million shares outstanding at March 31, 2026.
AppLovin announced leadership changes, including a new independent Chairperson, Craig Billings, effective April 2, 2026, succeeding Adam Foroughi, who remains CEO and a director. The CTO and Chief Legal Officer roles will pass to internal successors, and director Alyssa Harvey Dawson will not stand for re-election at the 2026 Annual Meeting. The filing contains no financial results, so the changes reflect governance and management succession rather than a change in reported performance.
Craig Billings becomes independent Chairperson, effective immediately, succeeding Adam Foroughi, who remains CEO and a Board member.
Giovanni Ge will become Chief Technology Officer when Basil Shikin steps down effective July 1, 2026; Shikin will become a Distinguished Engineer.
Victoria Valenzuela retires as Chief Administrative & Legal Officer effective August 1, 2026, will consult until May 31, 2027 for $150,000, and is nominated as a director; Corina Cacovean will become Chief Legal Officer.
Alyssa Harvey Dawson will not stand for re-election at the 2026 Annual Meeting; the filing says her decision was not due to any disagreement with the Company.
AppLovin reported fourth quarter 2025 revenue of $1.66 billion, up 66% from a year earlier, and net income of $1.10 billion, up 84%. For the full year, revenue was $5.48 billion, up 70%, and it guided first quarter 2026 revenue to $1.745 billion to $1.775 billion.
Q4 2025 diluted EPS was $3.24, versus $1.73 in Q4 2024; full-year 2025 diluted EPS was $9.75, versus $4.53 in 2024.
Q4 2025 Adjusted EBITDA was $1.40 billion, up 82%; full-year Adjusted EBITDA was $4.51 billion, up 87%.
Q1 2026 guidance: revenue of $1.745 billion to $1.775 billion and Adjusted EBITDA of $1.465 billion to $1.495 billion, at an 84% margin.
Full-year 2025 repurchases and share withholdings cost $2.58 billion; 338 million Class A and Class B shares were outstanding at year-end.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AppLovin filing is on SEC EDGAR ↗. 8-K briefs of other companies →