APP · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
AppLovin Corp · 2026-08-05 · Importance 69 · Surprise 64 · In source text
Second-quarter 2026 revenue increased 53% year over year to $1.924 billion from $1.259 billion. Six-month revenue increased 56% to $3.766 billion from $2.418 billion. AppLovin Ads drove the increase as net revenue per installation rose 58% in the quarter and 75% for the six-month period, partially offset by installation-volume declines of 2% and 10%, respectively. AppLovin Ads generated the vast majority of revenue, while Adjust, Wurl, and MAX revenue was not material.
Key facts
- For the three months ended June 30, 2026, revenue increased by $664.9 million, or 53%, compared to the same period in the prior year due primarily to improved AppLovin Ads performance where net revenue per installation increased 58% and installation volume decreased 2%. source
- For the six months ended June 30, 2026, revenue increased by $1.3 billion, or 56%, compared to the same period in the prior year due primarily to improved AppLovin Ads performance where net revenue per installation increased 75% and installation volume decreased 10%. source
- Three months ended June 30, 2026 Revenue: $1,923,686 (in thousands). source
- Six months ended June 30, 2026 Revenue: $3,766,135 (in thousands). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +67.6% | For the six months ended June 30, 2026, revenue increased by $1.3 billion, or 56%, compared to the same period in the prior year due… |
| revenue | positive | realized | +34.6% | For the three months ended June 30, 2026, revenue increased by $664.9 million, or 53%, compared to the same period in the prior year due… |