APP · News · 20260805N
Operating Income and Margins
AppLovin Corp · 2026-08-05 · Importance 69 · Surprise 64 · No source text
Adjusted EBITDA rose 58% year over year to $1.61 billion in the second quarter of 2026. Adjusted EBITDA margin was approximately 83.8%, compared with 85% EBITDA margin reported for the first quarter. The quarter’s revenue and adjusted EBITDA were below company guidance because advertising-model improvements progressed at a lighter-than-normal pace.
Key facts
- Q2 2026 adjusted EBITDA: $1.61 billion, up 58% year-over-year source
- Q2 2026 net income: $1.27 billion for the three months ended June 30, 2026 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | +3.1% | Q2 2026 net income: $1.27 billion for the three months ended June 30, 2026 |