AppLovin earnings

Vanaxity insights tagged AppLovin earnings - notes on AI content, SEO, GEO and AEO from Van Data Team.

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AppLovin Q3 2026

Governance & ROIAppLovin earningsAppLovin Q3 2026

Governance & ROI · Nov 6, 2026

AppLovin Earnings: What the 31% Jump Means for Ad Buyers

AppLovin reported third-quarter 2026 results on November 4. Revenue rose 55% from a year earlier to a record $2.18 billion, net income rose 72% to $1.44 billion and the adjusted EBITDA margin was 84%. The company guided fourth-quarter revenue to $2.365 billion to $2.395 billion, above the roughly $2.25 billion analysts expected. On November 5 the stock rose 31.04% to close at $356.10 on 22.2 million shares, after falling hard earlier in the year. On the earnings call, the CFO said the largest digital ad platforms grew between roughly 10% and the mid-20s percent in the quarter. AppLovin's own growth comes from Axon, its AI ad model, which still earns most of its money from mobile games but now also sells to e-commerce and other consumer brands through AppLovin Ads, a self-serve platform open to all advertisers since June. Spend from those consumer advertisers grew by triple digits from a year earlier. For marketers, the result is a signal that AI-driven performance channels outside Meta and Google now have real scale and are worth a careful, well-measured test.