APP · 8-K · 20260805PR000057

Operating Expense Trends

AppLovin Corp · 2026-08-05 · Importance 62 · Surprise 46

Second-quarter research and development expense increased 127% year over year to $99.9 million from $44.0 million. Sales and marketing expense increased 35% to $63.4 million from $46.9 million. General and administrative expense declined 27% to $40.3 million from $55.0 million. Total costs and expenses increased 43% to $429.4 million from $301.1 million, below the 53% revenue growth rate.

Key facts

• Quarter Ended June 30, 2026 Cost of revenue: $225,801 thousand source
• Quarter Ended June 30, 2026 Total costs and expenses: $429,409 thousand source
• Quarter Ended June 30, 2026 Research and development expense: $99,901 thousand source
• Stock-based compensation for quarter ended June 30, 2026 (per reconciliation): $85,783 thousand source
• Quarter Ended June 30, 2026 Sales and marketing expense: $63,394 thousand source
• Amortization, depreciation and write-offs for quarter ended June 30, 2026: $32,563 thousand source
• Quarter Ended June 30, 2026 General and administrative expense: $40,313 thousand source