Applovin Corporation: Beat — EPS $4.30, Revenue $2.18B
Earnings BeatQ3 2026 · After-market
Did Applovin Corporation (APP) beat earnings today?
Yes, Applovin Corporation (APP) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+6.70% surprise
$4.30Actual
Expected: $4.03
vs. year ago +75.5%
Total Revenue+5.55% surprise
$2.18BActual
Expected: $2.07B
vs. year ago +55.0%
Released Nov 04 · 4:06 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $2.18B | $1.41B | +55.0% |
| GAAP Basic EPS | $4.31 | $2.47 | +74.5% |
| GAAP Diluted EPS | $4.30 | $2.45 | +75.5% |
| Net Income | $1.44B | $835.54M | +72.0% |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook |
|---|---|
| Guidance | |
| Revenue | $2,365M-$2,395M |
| Adjusted EBITDA | $1,995M-$2,025M |
| Adjusted EBITDA Margin | 84%-85% |
Q4 2026 Outlook
- Revenue
- Guidance$2,365M-$2,395M
- Adjusted EBITDA
- Guidance$1,995M-$2,025M
- Adjusted EBITDA Margin
- Guidance84%-85%
Business Highlights
- ➤Repurchased and withheld 4.1 million Class A shares during Q3.
- ➤Share repurchases and award withholding totaled $1.4 billion.
- ➤Ended Q3 with 331 million Class A and Class B shares outstanding.
- ➤Board increased share-repurchase authorization by $3.2 billion.
- ➤Total share-repurchase authorization reached $3.6 billion at October-end.
- ➤Company provides end-to-end advertising solutions for businesses to reach, monetize and grow global audiences.