AppLovin Corp (APP) Form 8-K — Nov 4, 2026
AppLovin posted record Q3 2026 results: revenue of $2.18 billion grew 55% year-over-year while net income jumped 72% to $1.44 billion, yielding an exceptional 66% net income margin and 84% Adjusted EBITDA margin. Free cash flow reached $1.4 billion for the quarter. The board approved a $3.2 billion increase to the share repurchase authorization, bringing the total to $3.6 billion, after the company bought back 4.1 million shares for $1.4 billion in the quarter. Q4 guidance calls for revenue of $2.365-$2.395 billion and Adjusted EBITDA of $1.995-$2.025 billion.
Key figures
- Eps
- 4.3
- Revenue
- 2185000000
- Guidance
- Q4 2026: revenue $2,365M-$2,395M; Adjusted EBITDA $1,995M-$2,025M; Adjusted EBITDA margin 84-85%
- Net Income
- 1439000000
- Total Debt
- 3516136000
- Revenue Yoy
- 55%
- Total Assets
- 8582749000
- Cash Position
- 3173731000
- Shares Outstanding
- 331322000
- Basic eps
- 4.31
- Buyback q3
- 4.1M shares for $1.4B
- Net income yoy
- 72%
- Free cash flow q3
- $1.4B
- Net income margin
- 66%
- Adjusted ebitda q3
- $1,842M (59% YoY growth)
- Nine month revenue
- $5,951M (+56% YoY)
- Adjusted ebitda margin
- 84%
- Total buyback authorization
- $3.6B
- Buyback authorization increase
- $3.2B
- Consenting stockholders voting power
- 67%
AI analysis
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