AppLovin — Third Quarter 2026 Earnings Summary

AppLovin reported record third-quarter 2026 financial results with revenue reaching $2.18 billion, a 55% increase year-over-year, and net income rising 72% to $1.44 billion. The company achieved an industry-leading net income margin of 66% and an Adjusted EBITDA margin of 84% during the quarter. Basic and diluted earnings per share were $4.31 and $4.30, respectively, while the company repurchased $1.4 billion worth of shares and increased its total share repurchase authorization to $3.6 billion. For the fourth quarter of 2026, AppLovin provided guidance projecting revenue between $2.365 billion and $2.395 billion with an Adjusted EBITDA margin between 84% and 85%.