AppLovin (APP) official guidance
AppLovin (APP) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteAPPAppLovin CorpQ3 FY2026 · ends 2026-09-30
2 metrics2 maintainedearnings call · 2026-08-06 04:00:52 UTC
2026-08-06 04:00:52 UTC$1.7B – $1.7Bmaintained
We expect Adjusted EBITDA between $1.71 billion and $1.74 billion, representing 48%-50% year-over-year growth with an Adjusted EBITDA margin of approximately 83%.
APP · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:06:50 UTC$1.7B – $1.7Bnew
| Adjusted EBITDA | 1,710 | | 1,740 | |
APP · EX-99.1 · Q2 FY2026
2026-08-05 20:06:12 UTCOpen source
2026-08-06 04:00:52 UTC83%maintained
We expect Adjusted EBITDA between $1.71 billion and $1.74 billion, representing 48%-50% year-over-year growth with an Adjusted EBITDA margin of approximately 83%.
APP · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:06:50 UTC83%new
| Adjusted EBITDA Margin | 83 | % | 83 | % |
APP · EX-99.1 · Q2 FY2026
2026-08-05 20:06:12 UTCOpen source
APPAppLovin CorpFY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-06 04:00:52 UTC
2026-08-06 04:00:52 UTC75%maintained
We expect free cash flow conversion to improve in the third quarter and to normalize to roughly 75% of Adjusted EBITDA for the full year.
APP · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-07 04:00:34 UTC75%new
As cash tax payments are weighted toward the second and third quarters, free cash flow conversion is naturally lower in those periods and will normalize over the course of the year to approximately 75% of EBITDA for 2026.
APP · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
APPAppLovin CorpQ3 FY2026 · ends 2026-09-30
2 metrics1 new1 maintainedearnings call · 2026-08-06 04:00:52 UTC
2026-08-06 04:00:52 UTCimprovenew
We expect free cash flow conversion to improve in the third quarter and to normalize to roughly 75% of Adjusted EBITDA for the full year.
APP · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:00:52 UTC$2.1B – $2.1Bmaintained46.3% – 48.4% vs Q3 FY2025
We expect revenue between $2.055 billion and $2.085 billion, representing 46%-48% year-over-year growth or 7%-8% sequentially.
APP · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:06:50 UTC$2.1B – $2.1Bnew46.3% – 48.4% vs Q3 FY2025
| Revenue | $2,055 | | $2,085 | |
APP · EX-99.1 · Q2 FY2026
2026-08-05 20:06:12 UTCOpen source
APPAppLovin CorpQ2 FY2026 · ends 2026-06-30
3 metrics3 maintainedearnings call · 2026-05-07 04:00:34 UTC
2026-05-07 04:00:34 UTC$1.6B – $1.6Bmaintained
Adjusted EBITDA is expected to be between $1.615 billion and $1.645 billion with an Adjusted EBITDA margin of approximately 84%-85%.
APP · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-05-06 20:08:29 UTC$1.6B – $1.6Bnew
| Adjusted EBITDA | 1,615 | 1,645 |
APP · EX-99.1 · Q1 FY2026
2026-05-06 20:07:59 UTCOpen source
2026-05-07 04:00:34 UTC84% – 85%maintained
Adjusted EBITDA is expected to be between $1.615 billion and $1.645 billion with an Adjusted EBITDA margin of approximately 84%-85%.
APP · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-05-06 20:08:29 UTC84% – 85%new
| Adjusted EBITDA Margin | 84% | 85% |
APP · EX-99.1 · Q1 FY2026
2026-05-06 20:07:59 UTCOpen source
2026-05-07 04:00:34 UTC$1.9B – $1.9Bmaintained52.1% – 54.5% vs Q2 FY2025
Turning to our outlook for the second quarter of 2026, we expect revenue between $1.915 billion and $1.945 billion, representing 52%-55% year-over-year growth or 4%-6% sequentially.
APP · transcript · Q1 FY2026
2026-05-07 04:00:00 UTCOpen source
2026-05-06 20:08:29 UTC$1.9B – $1.9Bnew52.1% – 54.5% vs Q2 FY2025
| Revenue | $1,915 | $1,945 |
APP · EX-99.1 · Q1 FY2026
2026-05-06 20:07:59 UTCOpen source
APPAppLovin CorpQ1 FY2026 · ends 2026-03-31
3 metrics3 maintainedearnings call · 2026-02-12 05:00:22 UTC
2026-02-12 05:00:22 UTC$1.5B – $1.5Bmaintained
Adjusted EBITDA is expected to be between $1.465 billion and $1.495 billion, with an adjusted EBITDA margin of approximately 84%, maintaining best-in-class profitability as we continue to scale.
APP · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:07:50 UTC$1.5B – $1.5Bnew
| Adjusted EBITDA | 1,465 | 1,495 |
APP · EX-99.1 · Q4 FY2025
2026-02-11 21:07:25 UTCOpen source
2026-02-12 05:00:22 UTC84%maintained
Adjusted EBITDA is expected to be between $1.465 billion and $1.495 billion, with an adjusted EBITDA margin of approximately 84%, maintaining best-in-class profitability as we continue to scale.
APP · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:07:50 UTC84%new
| Adjusted EBITDA Margin | 84% | 84% |
APP · EX-99.1 · Q4 FY2025
2026-02-11 21:07:25 UTCOpen source
2026-02-12 05:00:22 UTC$1.7B – $1.8Bmaintained50.6% – 53.2% vs Q1 FY2025
Turning to our outlook for the first quarter of 2026, we expect revenue between $1.745 billion and $1.775 billion, representing 5%-7% sequential growth.
APP · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:07:50 UTC$1.7B – $1.8Bnew50.6% – 53.2% vs Q1 FY2025
| Revenue | $1,745 | $1,775 |
APP · EX-99.1 · Q4 FY2025
2026-02-11 21:07:25 UTCOpen source
APPAppLovin CorpQ4 FY2025 · ends 2025-12-31
3 metrics3 maintainedearnings call · 2025-11-06 05:00:30 UTC
2025-11-06 05:00:30 UTC$1.3B – $1.3Bmaintained
Finally, turning to our financial outlook for next quarter, in the fourth quarter of 2025, we anticipate revenue between $1,570 million and $1,600 million. Reflecting between 12% and 14% sequential growth, with Adjusted EBITDA between $1,290 million and $1,320 million, targeting an Adjusted EBITDA margin of 82%-83%.
APP · transcript · Q3 FY2025
2025-11-06 05:00:00 UTCOpen source
2025-11-05 21:08:11 UTC$1.3B – $1.3Bnew
| Adjusted EBITDA | $1,290 | $1,320 |
APP · EX-99.1 · Q3 FY2025
2025-11-05 21:07:48 UTCOpen source
2025-11-06 05:00:30 UTC82% – 83%maintained
Finally, turning to our financial outlook for next quarter, in the fourth quarter of 2025, we anticipate revenue between $1,570 million and $1,600 million. Reflecting between 12% and 14% sequential growth, with Adjusted EBITDA between $1,290 million and $1,320 million, targeting an Adjusted EBITDA margin of 82%-83%.
APP · transcript · Q3 FY2025
2025-11-06 05:00:00 UTCOpen source
2025-11-05 21:08:11 UTC82% – 83%new
| Adjusted EBITDA margin | 82% | 83% |
APP · EX-99.1 · Q3 FY2025
2025-11-05 21:07:48 UTCOpen source
2025-11-06 05:00:30 UTC$1.6B – $1.6Bmaintained14.4% – 16.6% vs Q4 FY2024
Finally, turning to our financial outlook for next quarter, in the fourth quarter of 2025, we anticipate revenue between $1,570 million and $1,600 million. Reflecting between 12% and 14% sequential growth, with Adjusted EBITDA between $1,290 million and $1,320 million, targeting an Adjusted EBITDA margin of 82%-83%.
APP · transcript · Q3 FY2025
2025-11-06 05:00:00 UTCOpen source
2025-11-05 21:08:11 UTC$1.6B – $1.6Bnew14.4% – 16.6% vs Q4 FY2024
| Revenue | $1,570 | $1,600 |
APP · EX-99.1 · Q3 FY2025
2025-11-05 21:07:48 UTCOpen source