AppLovin's results for Q3 2026 (ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $2,185 million (+55.5% vs a year earlier) |
| Diluted EPS (GAAP) | $4.30 |
| Full-year guidance | Next quarter only |
Guidance
Guides Q4 2026 revenue of $2,365–2,395 million and adjusted EBITDA of $1,995–2,025 million (84%–85% margin); no full-year outlook.
Why this label: Only 'Fourth Quarter 2026 Financial Guidance': revenue $2,365-$2,395M and adjusted EBITDA.
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $2,365–2,395 million |
| adjusted EBITDA | Q4 2026 | $1,995–2,025 million |
| adjusted EBITDA margin | Q4 2026 | 84%–85% |
From the release
Revenue: "Revenue · $ · 2,184,815 · $ · 1,405,045"
Earnings per share: "Basic and Diluted earnings per share ("EPS") were $4.31 and $4.30, respectively, for the third quarter 2026."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue rose 55% to $2.18 billion; net income up 72% to $1.44 billion.
Source
AppLovin earnings release (SEC filing), accession 0001751008-26-000068, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.