Earnings move database · CC BY 4.0 · Updated 2026-08-05

APP: Expectations vs Outcomes

Every tracked AppLovin print on both axes: what the straddle charged going in against what the stock did coming out, and what management guided against what the company printed.

Rolling ratio

n/a

mean of 0 scored prints

Beat the straddle

n/a

of 0 scored prints

Cleared its guide

50%

2 scored metrics, 2 outstanding

Print by Print

Q3 2026

not_tracked

Not on the calendar yet

No implied move was quoted for this print, so it is tracked on the guidance axis only.

Q3 2026 guidance against the printed figures
GuidedRangePrintedVerdict
Revenue$2.055bn to $2.085bn·Outstanding
Adjusted EBITDA$1.71bn to $1.74bn·Outstanding

Issued alongside a quarter that came in at the bottom of its own range, which is what makes the next one worth scoring.

Guidance published; the print is not on the calendar yet. The row scores when the date is confirmed and the quarter is reported.

Our coverage of the print where it was issued

Q2 2026

Awaiting the close

Reported 2026-08-05 (after close) · reaction session 2026-08-06

Implied
12-13%
struck an earlier session, 2026-08-03
Realised
n/a
not yet measured
Ratio
n/a
Rolling
n/a
after 0 scored
Q2 2026 guidance against the printed figures
GuidedRangePrintedVerdict
Revenue$1.915bn to $1.945bn$1.92bnInside
Adjusted EBITDA$1.615bn to $1.645bn$1.61bnBelow

The only miss on the board so far, and it is a narrow one: revenue landed at the bottom of the range and adjusted EBITDA came in half a point under it. Reported ranges differ slightly by source (some quote $1.92-1.95bn and $1.62-1.65bn), which does not change either verdict. No primary source was indexed at entry, so both metrics sit outside the strict scorecard until the filing is cited.

Our preview, trade logBenzinga24/7 Wall St

Our Coverage

APP rows from the Implied vs Realised Earnings Move Database, Regards of Wallstreet. Licensed CC BY 4.0. Methodology · Full database