AppLovin Corporation provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers Axon Ads Manager, a suite of marketing solutions that enables developers to automate, optimize, and manage marketing efforts; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform; and Wurl, a connected TV platform, which distributes streaming video for content companies, provides advertising and publishing solutions.…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.84B | +59.0% | $1.21B | $3.56 | +113.2% | 89.0% | 78.2% |
| Q4 2025 Dec 2025 | $1.66B | +20.8% | $1.10B | $3.24 | +87.3% | 88.9% | 76.9% |
| Q3 2025 Sep 2025 | $1.41B | — | $835.5M | $2.45 | — | 87.6% | 76.8% |
| Q2 2025 Jun 2025 | $1.26B | — | $819.5M | $2.39 | — | 87.7% | 76.1% |
| Q1 2025 Mar 2025 | $1.16B | — | $576.4M | $1.67 | — | 86.9% | 72.5% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can blockbuster AppLovin Earnings and its Axon AI ad engine really justify the latest rally, or is optimism running ahead of reality? Maik Kemper Editor in Chief Conclusion…
