APP · News · 20260806N
Guidance / Outlook
AppLovin Corp · 2026-08-06 · Importance 75 · Surprise 60 · No source text
AppLovin guided to third-quarter 2026 revenue of approximately $2.075 billion, slightly below the $2.08 billion analyst consensus cited in third-party reporting. Management attributed the second-quarter shortfall primarily to a slower-than-normal pace of advertising-model improvements. Reporting indicated that management expects model improvements and consumer scaling to support stronger growth in the third quarter. The third-quarter outlook implies approximately 47% year-over-year revenue growth based on reported comparisons.
Key facts
- Management said revenue is expected to print at $2.075 billion in the third quarter, slightly below the $2.08 billion analysts had called for source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +6.7% | Management said revenue is expected to print at $2.075 billion in the third quarter, slightly below the $2.08 billion analysts had called… |