AppLovin Corp — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
AppLovin reported Q3 2026 revenue of $2.185B (up 55% YoY) and net income of $1.439B (up 72% YoY) with 66% net margin and 84% Adjusted EBITDA margin. Nine-month 2026 revenue reached $5.951B (up 56% YoY) and net income $3.911B (up 75% YoY). The company repurchased 4.1M shares for $1.4B in Q3 and increased share repurchase authorization by $3.2B to $3.6B total; Q4 2026 guidance: revenue $2.365–2.395B, Adjusted EBITDA margin 84–85%.
Why this rating
Strong growth and profitability, but company is $102.7B market cap; $2.2B quarterly revenue is ~0.2% of market cap—routine scaling, not transformational.
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