Mentioned
Applovin Corp
APP
-10.82 (-2.19%)
481.93
482.55
Marios Valiandes
Marios Valiandes
Cyprus
1mo
πŸ’‘ AppLovin Corporation $APP (Applovin Corp) Q1 2026 Earnings 2026-05-06 πŸ’° This Quarter's Performance - 🟒 EPS: $3.56 (Expected $3.44) - 🟒 Revenue: $1.84B (Expected $1.78B) πŸ“Š Key Metrics - 🟒 Adjusted EBITDA: $1.56B (YoY +66%) Margin 85% - 🟒 Operating Income: $1.44B (YoY +71.4%) Operating Margin 78.2% - 🟒 Net Income: $1.21B (YoY +109%) Net Margin 65% - 🟒 Free Cash Flow: $1.29B (YoY +55.8%) - 🟒 Gross Margin: 89.0% (Improved +730bps from 81.7% YoY) - 🟒 Share Repurchases: Repurchased 2.2M shares for $1.0B in Q1 - 🟒 Revenue Growth Rate (YoY): +59% (From $1.16B to $1.84B YoY) πŸ“Š Next Quarter Guidance - 🟒 Revenue: $1.93B (Expected $1.89B) πŸ“ Key Highlights from Earnings - Achieved revenue of $1.84B, a significant +59% increase YoY. Adjusted EBITDA margin reached 85%, an improvement of 400bps from 81% YoY - Executed share repurchases of 2.2M shares for a total of $1.0B in Q1. Outstanding shares at period-end decreased to 336M, continuing aggressive shareholder returns - Issued Q2 guidance of revenue $1.915B–$1.945B (midpoint $1.93B), Adjusted EBITDA $1.615B–$1.645B (margin 84–85%), surpassing analyst expectations - Generated operating cash flow of $1.29B and free cash flow of $1.29B. Cash and cash equivalents increased to $2.76B, further strengthening the financial foundation - Net income from continuing operations was $1.21B, +67% YoY. Elimination of non-continuing operations loss ($147M) from the prior year significantly cleaned up the earnings structure
Not investment advice. The author may have financial interests in the mentioned instruments.
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APP
Applovin Corp
482.16
-10.82 (-2.19%)
1 Mentioned
Applovin Corp
APP
Applovin Corp
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