APP · News · 20260805N
Revenue Performance and Mix
AppLovin Corp · 2026-08-05 · Importance 62 · Surprise 46 · No source text
AppLovin reported second-quarter 2026 revenue of $1.924 billion for the quarter ended June 30, up 53% from $1.259 billion a year earlier. Revenue increased 4% sequentially from approximately $1.84 billion in the first quarter of 2026. Net revenue per installation for AppLovin Ads increased 58%, although reported revenue was below the $1.94 billion Wall Street consensus estimate.
Key facts
- Q2 2026 revenue: $1.924 billion, up 53% year-over-year, but below the $1.94 billion consensus estimate source
- Q2 2026 revenue: $1.92 billion, up 53% YoY and 4% sequentially source
- Net revenue per installation for AppLovin Ads increased by 58% source
- Q2 2026 revenue: $1.92 billion for the three months ended June 30, 2026 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +34.6% | Q2 2026 revenue: $1.924 billion, up 53% year-over-year, but below the $1.94 billion consensus estimate |
| revenue | positive | realized | +4.4% | Q2 2026 revenue: $1.92 billion, up 53% YoY and 4% sequentially |
| revenue | positive | realized | — | Net revenue per installation for AppLovin Ads increased by 58% |