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AppLovin (APP)
NASDAQ:APP
Earnings Data
Report Date
Feb 18, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
2.94Last Year’s EPS
1.73Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlights a very strong financial performance with significant revenue and EBITDA growth, successful product launches, and strategic milestones like S&P 500 inclusion. However, there are challenges in expanding the EU market and potential demand constraints that need to be addressed. Overall, the positive aspects significantly outweigh the challenges.Company Guidance
Record-Breaking Revenue Growth
Q3 revenue was approximately $1.405 billion, up 68% year-over-year, driven by model updates in the core gaming business.
Strong EBITDA and Cash Flow
Adjusted EBITDA was $1.158 billion, up 79% with an 82% margin, and free cash flow was $1.049 billion, up 92% year-over-year.
S&P 500 Inclusion
AppLovin was included in the S&P 500, marking a significant milestone and recognition of the company's growth and platform reach.
Successful Launch of Self-Service Platform
The self-service platform launched without significant issues, with early growth in advertiser spend at approximately 50% week-over-week.
International Expansion
Opened up international traffic for advertisers promoting websites or shops, expanding the reach of the platform.
APP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
APP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $617.05 | $621.36 | +0.70% |
Aug 06, 2025 | $390.57 | $437.34 | +11.97% |
May 07, 2025 | $303.46 | $339.51 | +11.88% |
Feb 12, 2025 | $380.32 | $471.67 | +24.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AppLovin (APP) report earnings?
AppLovin (APP) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
What is AppLovin (APP) earnings time?
AppLovin (APP) earnings time is at Feb 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is APP EPS forecast?
APP EPS forecast for the fiscal quarter 2025 (Q4) is 2.94.
