APP · 8-K · 20260805PR000057
Operating Income and Margins
AppLovin Corp · 2026-08-05 · Importance 62 · Surprise 46 · In source text
Second-quarter income from operations increased 56% year over year to $1.494 billion from $958 million. Net income from continuing operations rose 64% to $1.267 billion, while continuing-operations net margin increased to 66% from 61%. Adjusted EBITDA increased 58% to $1.614 billion, and adjusted EBITDA margin expanded to 84% from 81%.
Key facts
- Quarter Ended June 30, 2026 Net income: $1,267 million source
- Six Months Ended June 30, 2026 Net income: $2,472 million source
- Quarter Ended June 30, 2026 Net income from continuing operations: $1,267 million source
- Quarter Ended June 30, 2026 Adjusted EBITDA: $1,614 million source
- Six Months Ended June 30, 2026 Adjusted EBITDA: $3,171 million source
- Quarter Ended June 30, 2026 Income from operations: $1,494,277 thousand source
- Other income (expense), net for quarter ended June 30, 2026: $62,405 thousand source
- Interest expense for quarter ended June 30, 2026: $(51,156) thousand source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | positive | realized | — | Six Months Ended June 30, 2026 Net income: $2,472 million |
| operating_income | positive | realized | — | Six Months Ended June 30, 2026 Adjusted EBITDA: $3,171 million |
| operating_income | positive | realized | — | Quarter Ended June 30, 2026 Income from operations: $1,494,277 thousand |