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AI brief of an SEC Form 8-K · AppLovin (APP)

AppLovin Reports Third Quarter 2026 Results and Nevada Reincorporation

Positive Impact 4 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyAppLovin (APP)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:08 PM ET
Accession number0001751008-26-000068

Items reported: 2.02 Results of Operations5.07 Shareholder Vote Results

Read the filing on SEC.gov ↗

Written by AI on Nov 4, 2026, 5:17 PM ET, from this filing only.

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.