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Did Applovin Beat Earnings?
Applovin (APP) reported Q2 '26 revenue of $1.92B, up 52.8% year-over-year, with reported EPS of $3.76. That topped the $3.72 analyst estimate by 1.1% — an earnings beat.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Applovin’s job postings, web traffic, and employee business outlook. See the full APP stock analysis or the earnings calendar for upcoming reports.
APP Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $3.72 | $3.76 | Beat +1.1% |
| Q1 '26 | $3.64 | $3.76 | Beat +3.3% |
| Q4 '25 | $3.11 | $3.48 | Beat +11.9% |
| Q3 '25 | $2.37 | $2.45 | Beat +3.4% |
| Q2 '25 | $2.32 | $2.36 | Beat +1.7% |
| Q1 '25 | $1.96 | $2.38 | Beat +21.4% |
Applovin Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 835M | 1.37B | 1.16B | 1.26B | 1.41B | 1.66B | 1.84B | 1.92B |
| Gross margin | 85.5% | 76.7% | 86.9% | 87.7% | 87.6% | 88.9% | 88.9% | 88.3% |
| Operating margin | 64.0% | 44.3% | 72.5% | 76.1% | 76.8% | 76.9% | 78.2% | 77.7% |
| Net income | 434M | 599M | 576M | 820M | 836M | 1.1B | 1.21B | 1.27B |
| Net margin | 52.0% | 43.6% | 49.7% | 65.1% | 59.5% | 66.5% | 65.4% | 65.8% |
| EPS | $1.47 | $2.07 | $2.38 | $2.36 | $2.45 | $3.48 | $3.76 | $3.76 |
Applovin Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Applovin’s quarterly revenue moved from $835M to $1.92B. Net margin expanded from 52% to 65.8%, against a 88.3% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Applovin has beaten Wall Street EPS estimates in 8 of its last 8 reported quarters.
When Is Applovin’s Next Earnings Date?
Applovin reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the APP earnings calendar.
Frequently Asked Questions: Applovin Earnings
Applovin's next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Applovin reported Q2 '26 EPS of $3.76 on revenue of $1.92B (+52.8% YoY). Applovin beat estimates, reporting $3.76 vs. the $3.72 estimate.
Applovin reported Q2 '26 revenue of $1.92B, up 52.8% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the APP AI Score.
