APP · 8-K · 20260805PR000057
Guidance / Outlook
AppLovin Corp · 2026-08-05 · Importance 75 · Surprise 60 · Contradicted
AppLovin guided third-quarter 2026 revenue to $2,055 million-$2,085 million. It forecast Adjusted EBITDA of $1,710 million-$1,740 million and an Adjusted EBITDA margin of 83%. The company did not provide forward-looking GAAP equivalents or a reconciliation for these non-GAAP metrics because of uncertainty and potential variability in reconciling items such as stock-based compensation expense.
Key facts
- Third Quarter 2026 Adjusted EBITDA guidance low: $1,710 million source
- Third Quarter 2026 Adjusted EBITDA guidance high: $1,740 million source
- Third Quarter 2026 Adjusted EBITDA Margin guidance: 83% (low and high) source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | committed | +76.2% | Third Quarter 2026 Adjusted EBITDA guidance low: $1,710 million |
| margin | negative | committed | -0.8% | Third Quarter 2026 Adjusted EBITDA Margin guidance: 83% (low and high) |