
AppLovin (APP) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Nov 4, 2026 | $4.30 | $4.01 | 7.23 % |
| Q2 | Aug 5, 2026 | $3.76 | $3.75 | 0.27 % |
| Q1 | May 6, 2026 | $3.56 | $3.44 | 3.49 % |
| Q4 | Feb 11, 2026 | $3.24 | $2.93 | 10.6 % |
Quarterly Revenue (Billions)
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Nov 4, 2026 | $2.19B | $2.08B | 5.30 % |
| Q2 | Aug 5, 2026 | $1.92B | $1.94B | -0.84 % |
| Q1 | May 6, 2026 | $1.84B | $1.77B | 3.81 % |
| Q4 | Feb 11, 2026 | $1.66B | $1.61B | 3.16 % |
AppLovin (APP) last issued guidance on November 4, 2026 for Q4 2026. The company guided revenue in the range of $2.37B - $2.4B for the period.
Compared to prior guidance, AppLovin raised its revenue forecast from a prior range of $2.06B - $2.08B.
AppLovin has issued 15 guidance updates between February 8, 2023 and November 4, 2026. During this period, the company raised its outlook 13 times and lowered it 1 time, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $4.01 | $3.75 | $3.44 | $2.93 |
| Actual | $4.30 | $3.76 | $3.56 | $3.24 |
| Surprise | +7.23% | +0.27% | +3.49% | +10.6% |
| Revenue | ||||
| Estimate | $2.08B | $1.94B | $1.77B | $1.61B |
| Actual | $2.19B | $1.92B | $1.84B | $1.66B |
| Surprise | +5.30% | -0.84% | +3.81% | +3.16% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $4.72 | $4.75 | $4.98 | $5.34 |
| Revenue | ||||
| Consensus | $2.39B | $2.41B | — | — |