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.
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.
From AppLovin's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$5.48B
+70.0%
$9.75
+115.2%
60.8%
FY2024
$3.22B
+75.1%
$4.53
+362.2%
49.0%
FY2023
$1.84B
-34.6%
$0.98
—
19.4%
FY2022
$2.82B
+0.9%
$-0.52
-677.8%
-6.8%
FY2021
$2.79B
+92.5%
$0.09
—
1.3%
Frequently asked questions
When is AppLovin's next earnings date?
AppLovin has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did AppLovin earn last quarter?
For the quarter ended Sep 2026, AppLovin reported diluted EPS of $4.30 (+75.5% year over year) on revenue of $2.18B (+55.5%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.