AppLovin (DE:6RV)
XETRA:6RV
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.26Last Year’s EPS
2.07Same Quarter Last Year
Strong Buy
Based on 22 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive: management reported robust top-line growth (Q1 revenue +59% YoY), exceptional profitability (85% adjusted EBITDA margin, +66% YoY), sizable free cash flow and balance-sheet strength, and announced a major product milestone (Axon opening in June) alongside rapid consumer vertical acceleration (March +25% vs January; April record month). Risks cited were largely execution/timing related (onboarding/video rollout, early-stage initiatives, and third-party compute costs) but described as manageable and near-term resolvable. Overall, highlights substantially outweighed the lowlights, with the company positioned for continued compounding growth if product rollouts (notably video and self-serve Axon) execute as planned.Company Guidance
Record Revenue and Strong Top-Line Growth
Q1 revenue of $1.84B, up 59% year-over-year and 11% sequentially; management beat the high end of guidance and provided Q2 revenue guidance of $1.915B–$1.945B (52%–55% YoY growth).
Exceptional Profitability and Margin Expansion
Adjusted EBITDA of $1.56B, up 66% YoY, representing an 85% adjusted EBITDA margin (approximately +400 basis points YoY); quarter-over-quarter flow-through to adjusted EBITDA was ~86%.
Very Strong Free Cash Flow and Balance Sheet
Free cash flow of $1.29B for the quarter (noted as slightly elevated due to interest and tax timing); ended the quarter with $2.76B in cash and cash equivalents and strong stated flexibility for investment and capital returns.
Aggressive Capital Return Activity
Repurchased and withheld 2.23M shares for $1.0B in Q1, ending the quarter with ~336M shares outstanding and approximately $2.3B remaining under the share repurchase authorization.
Major Product Milestone — Axon Opening in June
Management announced the platform will open to advertisers worldwide in June (self-serve Axon), marking a structural growth milestone expected to significantly expand advertiser access and compounding growth.
Rapid Scaling of Consumer Vertical
Consumer vertical (1.5 years old) accelerated exiting the quarter: March spend ~25% higher than January and April reached a record month above any peak Q4 month; model releases materially improved scale and ROAS for consumer advertisers.
Gaming Business Remains a Strong Foundation
Gaming continues to drive a large portion of growth; management highlights sustained high growth rates, industry tailwinds from AI-enabled development, and a shift of IAP-only games toward hybrid ad + IAP monetization expanding ad inventory.
AI and Creative Tools Adoption
Interactive page generator rolled out broadly with widespread adoption; video creative tool in late testing and planned broader rollout imminently to address creative supply constraints and improve advertiser onboarding and performance.
High Customer Retention and Cohort Economics
Management reports very low churn once customers pass the first 30 days; projecting >$70,000 annual spend per new customer on average, with cohort economics that compound meaningfully over time.
DE:6RV 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
DE:6RV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | €387.50 | €308.50 | -20.39% |
Feb 11, 2026 | €387.50 | €308.50 | -20.39% |
Nov 05, 2025 | €525.20 | €548.00 | +4.34% |
Aug 06, 2025 | €331.45 | €374.10 | +12.87% |
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 (DE:6RV) report earnings?
AppLovin (DE:6RV) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is AppLovin (DE:6RV) earnings time?
AppLovin (DE:6RV) earnings time is at Aug 12, 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 the P/E ratio of AppLovin stock?
The P/E ratio of AppLovin is N/A.
What is DE:6RV EPS forecast?
DE:6RV EPS forecast for the fiscal quarter 2026 (Q2) is 3.26.
