HighGravityData

AppLovin

Guidance from AppLovin’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
3 items
Releases tracked
8
Latest release
Aug 5, 2026
Data checked
Aug 5, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 5, 2026 release

Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewRevenuefor Q2 FY2027—“$2,055”Filing ↗
NewAdjusted EBITDAfor Q2 FY2027—“1,710”Filing ↗
NewAdjusted EBITDA Marginfor Q2 FY2027—“83 %”Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Next year and medium term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Revenue“$2,055”for Q2 FY2027GAAP-tiedAug 5, 20261Filing ↗
Adjusted EBITDA“1,710”for Q2 FY2027Company-definedAug 5, 20261Filing ↗
Adjusted EBITDA Margin“83 %”for Q2 FY2027Company-definedAug 5, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Share repurchase authorization“an incremental $3.2 billion”—Declared actionNov 5, 20251Filing ↗
Total remaining share repurchase authorization“$3.3 billion”—Declared actionNov 5, 20251Filing ↗

How one item moved

Revenue, for Q2 FY2026 — every statement across the year, each linked to its filing.

Aug 6, 2025
New
“$1,320”
Nov 5, 2025
Raised
“$1,570”
Feb 11, 2026
Raised
“$1,745”
May 6, 2026
Raised
“$1,915” – “$1,945”

How your Internet, media & interactive sector group guides

11 companies in Internet, media & interactive. What they guide on, and who reported this season.

Most-guided metric families
Revenue
10
Buybacks
6
Adjusted EBITDA
5
GAAP EPS
4
Capex
4
Free cash flow
3
Tax rate
3
Production volumes
2
This season’s releases
Take-Two InteractiveAug 7, 202614 changes
The Trade DeskAug 6, 20262 changes
AppLovinAug 5, 20263 changes
Warner Music GroupAug 5, 20261 change
Match GroupAug 4, 20267 changes
PinterestAug 4, 20265 changes
Live Nation EntertainmentJul 30, 202625 changes
RedditJul 30, 20262 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2027FY2026FY2025No period
Advertising Revenue——1 statement—
Apps Revenue——1 statement—
Revenue1 statement5 statements——
Total Advertising Revenue——1 statement—
Total Revenue——1 statement—
The full record for AppLovin and its Internet, media & interactive peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 5, 2026FY2026 Q20001751008-26-0000573Open filing ↗
May 6, 2026FY2026 Q10001751008-26-0000423Open filing ↗
Feb 11, 2026FY2025 Q40001751008-26-0000056Open filing ↗
Nov 5, 2025FY2025 Q30001751008-25-0000795Open filing ↗
Aug 6, 2025FY2025 Q20001751008-25-0000693Open filing ↗
May 7, 2025FY2025 Q10001751008-25-0000513Open filing ↗
Feb 12, 2025FY2024 Q40001751008-25-0000067Open filing ↗
Nov 6, 2024FY2024 Q30001751008-24-0000590Open filing ↗

Not located in filing

1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.

Show the 1 unmatched span
SpanWhyFiled
Revenue = Low $2,055 High $2,085span gate: value not verbatim in filingAug 5, 2026
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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