Applovin Corporation Class A (APP) earnings date & stock reaction
APP · Applovin Corporation Class A · Communication
Applovin Corporation Class A earnings date & time
Schedule
- Korea time (KST)
- Thu, November 5
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±16.3% · 12-report avg
What the market expects
Consensus EPS
$4.04Coming in above this counts as a beat
- Year-ago quarter
- $2.45→+64.9%
- Guided revenue
- $1.9B→$2.1B+7.6%
- ▲Significant revenue and profit growth
- Revenue for the quarter was $1.92 billion, an increase of 53% vs last year.
- Net income reached $1.27 billion for the quarter, up 55% vs last year.
- ▲Improved adjusted EBITDA profitability
- Adjusted EBITDA was $1.61 billion for the quarter, up 58% vs last year.
- Adjusted EBITDA margin improved to 84% for the quarter, compared to 81% in the same period last year.
- ▲Strong cash flow generation
- Free Cash Flow for the second quarter was $863.3 million.
- Net cash from operating activities was $869.0 million for the quarter, compared to $772.2 million in the same period last year.
- ▼Rising accounts receivable
- Accounts receivable increased to $2.17 billion as of June 30, 2026, compared to $1.82 billion at the end of 2025.
- ▼Rapid growth in stock-based compensation
- Stock-based compensation for the quarter was $85.8 million, a 148% increase vs $34.6 million in the same period last year.
Applovin Corporation Class A (APP) rose the day after earnings in 9 of its last 12 reports (75%), moving ±16.3% on average. It has fallen despite beating the consensus estimate 3 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
3/12 beats fell next day · watches Ad revenue · Axon
- Jun 2026 report-19.7%
- Mar 2026 report+6.4%
- Dec 2025 report-19.7%
- Sep 2025 report+0.7%
- Jun 2025 report+12.0%
- Mar 2025 report+11.9%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-05 | +0.4% | -19.7% | -27.3% |
| 3/2026 | 2026-05-06 | +3.4% | +6.4% | -3.3% |
| 12/2025 | 2026-02-11 | +10.1% | -19.7% | -9.8% |
| 9/2025 | 2025-11-05 | +2.6% | +0.7% | -5.2% |
| 6/2025 | 2025-08-06 | +1.7% | +12.0% | +14.3% |
| 3/2025 | 2025-05-07 | +15.8% | +11.9% | +24.1% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Applovin Corporation Class A earnings date?
The next Applovin Corporation Class A (APP) earnings report is expected Wed, November 4 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Applovin Corporation Class A's next earnings?
Analysts expect EPS of about $4.04 for Applovin Corporation Class A (APP). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Applovin Corporation Class A (APP) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 9 of them (75%). The average move on earnings day was ±16.3%.
Does Applovin Corporation Class A react more to the earnings numbers or to guidance?
In 3 of the last 12 reports (25%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Applovin Corporation Class A stock fall even when earnings are good?
Yes. In 3 of the last 12 reports, Applovin Corporation Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Applovin Corporation Class A stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.