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...

$417.45

+6.66% (+$26.07)

Volume 5.48M

52W High $745.61

52W Low $222.02

Market Cap $159.97B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$3.34

Whisper EPS

$3.55

6.2% above consensus

Last Quarter

$3.48

Current Streak

6 Beats

Avg Surprise (4Q)

+9.39%

Next Earnings Report

Reports in 21 days

Report Date May 6, 2026

Time AMC

Whisper Spread +6.17%

Consensus Estimate

$3.34

Official analyst average

Whisper Number

$3.55

What traders expect

Bullish Sentiment: The whisper number is 6.2% 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

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%

Q1 2025 May 7, 2025

1-Day: +11.88%

5-Day: +14.64%

Revenue & Financial Performance

Revenue Whisper

$1.92B

TWN Proprietary Estimate

Last Quarter Revenue

$1.66B

+20.8% YoY

Gross Margin

88.9%

Net Margin: 66.5%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
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	$1.48B	+40.3%	81.7%	44.7%	$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
Q1'24	$1.06B	+47.9%	72.2%	32.1%	$236.2M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 11, 2026	$3.11	$3.15	$3.48	+11.90%	Beat
Q3 2025	Nov 5, 2025	$2.39	$2.74	$2.45	+2.51%	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	$1.83	$1.90	$2.07	+13.11%	Beat
Q3 2024	Nov 6, 2024	$1.23	$1.23	$1.47	+19.51%	Beat
Q2 2024	Aug 7, 2024	$1.26	$0.70	$1.17	-7.14%	Beat
Q1 2024	May 8, 2024	$1.05	$0.96	$0.92	-12.38%	Missed
Q4 2023	Feb 14, 2024	$0.75	$0.72	$0.74	-1.33%	Beat
Q3 2023	Nov 8, 2023	$0.61	$0.61	$0.61	+0.00%	Met
Q2 2023	Aug 9, 2023	$0.49	$0.50	$0.41	-16.33%	Missed
Q1 2023	May 10, 2023	$0.45	$0.45	$0.21	-53.33%	Missed