Short answer
AppLovin (APP) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $1.9B (up 106.0% year over year) with net income of $1.3B.
Q2 2026 key financials · XBRL
- Revenue
- $1.9B
- +106.0% YoY · +4.4% QoQ
- Net income
- $1.3B
- +54.5% YoY · +5.1% QoQ
- Operating margin
- 77.7%
- EPS (diluted)
- $3.76
- +57.3% YoY · +5.6% QoQ
Source: XBRL data from the AppLovin (APP) Q2 2026 10-Q on SEC EDGAR. USD.
AppLovin Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $1.924B, up 53% YoY from $1.259B, driven by AppLovin Ads net revenue per installation up 58%
- Net margin 65.8% vs 65.1% YoY; adjusted EBITDA margin 83.9% vs 80.9%
- AppLovin Ads strongest disclosed product, with installations down 2% despite revenue growth
- Six-month operating cash flow $2.160B vs $1.604B; free cash flow $2.150B vs $1.594B
- Cash and equivalents $3.1B; financing cash outflow $1.583B, including share repurchases
- Outlook: continued Axon AI investment and expansion beyond gaming; platform policy, privacy, regulatory, and AI risks remaining headwinds
Risk Factors
- Third-party platform dependence: Apple’s tracking restrictions and Google’s Tracking Protection may reduce advertising data utility and effectiveness
- Cybersecurity exposure: AI-enabled attacks and third-party vulnerabilities could trigger breaches, regulatory investigations, fines, and reputational damage
- Regulatory risk: evolving privacy, data protection, AI, advertising, and minors-protection laws could require costly business-practice changes
- Operational risk: lean staffing may constrain rapid scaling, product development, and simultaneous initiative management
- Financial risk: indebtedness and debt-service obligations could pressure cash flow and limit capital availability
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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