AppLovin — Aug 5, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001751008-26-000057
Showing in the filing
Revenue
“$2,055”
Period
Q2 FY2027
Measure
GAAP-tied
Source
Guidance table
All guidance in this release · 3
Revenue for Q2 FY2027
“$2,055”
Adjusted EBITDA for Q2 FY2027
“1,710”
Adjusted EBITDA Margin for Q2 FY2027
“83 %”
Exhibit 99.1 · the passage around this item
… earlier in the release
● During the second quarter 2026, we repurchased and withheld 1.1 million shares of our Class A common stock, for a total cost of $551.3 million 1 . At the end of 2Q 2026, we had 335 million shares of our Class A and Class B common stock outstanding. Third Quarter 2026 Financial Guidance Summary 2 3Q26 (In millions, except percentages) Low High Revenue $2,055 $2,085 Adjusted EBITDA 1,710 1,740 Adjusted EBITDA Margin 83 % 83 % 1 Includes repurchased shares as well as withholdings upon net share settlement of vested equity awards. Total cost includes repurchase costs, including commissions, taxes, and fees, as well as cash paid in connection with tax withholding and remittance obligations upon net share settlement. 2 We have not provided the forward-looking GAAP equivalents for forward-looking non-GAAP metrics, specifically Adjusted EBITDA and Adjusted EBITDA margin, or a GAAP reconciliation as a result of the uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation expense. Accordingly, a reconciliation of these non-GAAP guidance metrics to their corresponding GAAP equivalents is not available without unreasonable effort. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results. We have provided historical reconciliations of GAAP to non-GAAP metrics in tables at the end of this press release. 1 Webcast and Conference Call AppLovin will host a webinar today at 2:00 PM PT / 5:00 PM ET, during which management
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.