A APP

Applovin Corp - Class A

ADVERTISING AGENCIES · COMMUNICATION SERVICES

Applovin Corporation, headquartered in Palo Alto, California, is a premier software platform that empowers mobile app developers through innovative marketing and monetization solutions. By integrating sophisticated technology and comprehensive data analytics, AppLovin enhances app performance and dr...

$442.85

-12.65% ($64.13)

Volume 10.33M

52W High $745.61

52W Low $332.32

Market Cap $156.23B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$3.68

Whisper EPS

$3.83

4.1% above consensus

Last Quarter

$3.56

Current Streak

8 Beats

Avg Surprise (4Q)

+4.70%

Next Earnings Report

Reports in 22 days

Report Date Aug 5, 2026

Time AMC

Whisper Spread +4.15%

Consensus Estimate

$3.68

Official analyst average

Whisper Number

$3.83

What traders expect

Bullish Sentiment: The whisper number is 4.1% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 May 6, 2026

1-Day: +6.41%

5-Day: +2.05%

Q4 2025 Feb 11, 2026

1-Day: -19.68%

Q3 2025 Nov 5, 2025

1-Day: +0.70%

5-Day: +5.55%

Q2 2025 Aug 6, 2025

1-Day: +11.97%

5-Day: +19.21%

Revenue & Financial Performance

Revenue Whisper

$1.65B

TWN Proprietary Estimate

Last Quarter Revenue

$1.84B

+59.0% YoY

Gross Margin

89.0%

Net Margin: 65.4%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$1.84B	+59.0%	89.0%	78.2%	$1.21B
Q4'25	$1.66B	+20.8%	88.9%	76.9%	$1.10B
Q3'25	$1.41B	+68.2%	87.6%	76.8%	$835.5M
Q2'25	$1.26B	+77.0%	87.7%	76.1%	$819.5M
Q1'25	$1.16B	+9.5%	86.9%	72.5%	$576.4M
Q4'24	$1.37B	+44.0%	76.7%	44.3%	$599.2M
Q3'24	$835.2M	-3.4%	85.5%	64.0%	$434.4M
Q2'24	$711.0M	-5.2%	82.9%	54.1%	$310.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 6, 2026	$3.44	$3.70	$3.56	+3.49%	Missed
Q4 2025	Feb 11, 2026	$2.94	$3.15	$3.24	+10.20%	Beat
Q3 2025	Nov 5, 2025	$2.37	$2.74	$2.45	+3.38%	Missed
Q2 2025	Aug 6, 2025	$2.32	$2.55	$2.36	+1.72%	Missed
Q1 2025	May 7, 2025	$1.96	$1.53	$2.38	+21.43%	Beat
Q4 2024	Feb 12, 2025	$1.26	$1.90	$1.73	+37.30%	Missed
Q3 2024	Nov 6, 2024	$0.93	$1.23	$1.25	+34.41%	Beat
Q2 2024	Aug 7, 2024	$0.73	$0.70	$0.89	+21.92%	Beat
Q1 2024	May 8, 2024	$0.55	$0.96	$0.67	+21.82%	Missed
Q4 2023	Feb 14, 2024	$0.35	$0.72	$0.49	+40.00%	Missed
Q3 2023	Nov 8, 2023	$0.27	$0.61	$0.30	+11.11%	Missed
Q2 2023	Aug 9, 2023	$0.07	$0.50	$0.22	--	Missed