Q2 FY2026 EarningsQ2 FY26 results slightly missed revenue consensus but demonstrated significant margin expansion and bottom-line outperformance. Revenue of $1.92B was marginally below the $1.94B consensus despite a 53% YoY surge. Net income of $1.27B and GAAP EPS of $3.76 remained resilient, with Adjusted EBITDA margins climbing to 83.9% vs 80.9% YoY. The performance was driven by a 58% increase in net revenue per installation via the Axon AI system, despite a slight 2% dip in installation volume.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: AppLovin(APP) the Revenue is 1.924 B (+52.82%), Miss estimate;the EBIT is 1.494 B (+56.03%), Miss estimate;the EPS is 3.76 (+57.32%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.92B52.82%
1.94B54.28%
-0.02B1.46%
EBITMiss expectations
1.49B56.03%
1.52B59.00%
-0.03B2.97%
EPSExceed expectations
3.7657.32%
3.744156.66%
+0.01590.66%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf