AppLovin Q1 revenue rises 59% to $1.84 billion; net income up 109%
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.