Q3 FY2026 · ended Sep 30, 2026 · Revenue $2.18B, +55.5% YoY · Filed Nov 4, 2026
AppLovin Corporation (APP) files with the SEC under industry code 7370, Services-Computer Programming, Data Processing, Etc. In Q3 of fiscal 2026, the quarter ended Sep 30, 2026, it reported revenue of $2.2 billion and net income of $1.4 billion. As of Sep 30, 2026 it held $3.2 billion in cash and investments and $3.5 billion in total debt.
Revenue
$2.18B
+55.5% vs year-ago quarter
Net income
$1.44B
+72.2% vs year-ago quarter
Operating cash flow
$1.43B
+35.6% vs year-ago quarter
Free cash flow
—
EPS
$4.30
+75.5% vs year-ago quarter
Dividend per share
None
Shares outstanding
331.32M
-2.1% vs year-ago quarter
Net cash
$-342.40M
Q3 FY2026
Operating margin
77.8%
TTM
Company profile
- Industry
- Services-Computer Programming, Data Processing, Etc. (SIC 7370)
- Listed as
- APP (Nasdaq)
- Fiscal year ends
- December 31
- Incorporated in
- DE
- Headquarters
- Palo Alto, CA
- SEC filer status
- Large accelerated filer
- SEC CIK
- 1751008
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Key figures
Fiscal-year totals from the annual reports; switch to Annual for the full-year view. Balance sheet lines are as of each year end.
| Line | Q3 FY2026 Sep 30, 2026 |
Q2 FY2026 Jun 30, 2026 |
Q1 FY2026 Mar 31, 2026 |
Q4 FY2025 Dec 31, 2025 |
Q3 FY2025 Sep 30, 2025 |
|---|---|---|---|---|---|
| Revenue | $2.2B | $1.9B | $1.8B | $1.7B | $1.4B |
| Operating income | $1.7B | $1.5B | $1.4B | $1.3B | $1.1B |
| Net income | $1.4B | $1.3B | $1.2B | $1.1B | $835.5M |
| Diluted EPS | $4.30 | $3.76 | $3.56 | $3.24 | $2.45 |
| Operating cash flow | $1.4B | $869.0M | $1.3B | $1.3B | $1.1B |
| Total assets | $8.6B | $8.3B | $7.7B | $7.3B | $6.3B |
| Total liabilities | $5.3B | $5.1B | $5.3B | $5.1B | $4.9B |
| Stockholders' equity | $3.3B | $3.2B | $2.4B | $2.1B | $1.5B |
| Cash and investments | $3.2B | $3.1B | $2.8B | $2.5B | $1.7B |
| Total debt | $3.5B | $3.5B | $3.5B | $3.7B | $3.5B |
Recent SEC filings
| Form | Description | Filed | Period |
|---|---|---|---|
| 10-Q | Quarterly report | Nov 4, 2026 | Sep 30, 2026 |
| 8-K |
Current report
Results of operations, Shareholder vote results
|
Nov 4, 2026 | Oct 29, 2026 |
| 10-Q | Quarterly report | Aug 5, 2026 | Jun 30, 2026 |
| 8-K |
Current report
Results of operations
|
Aug 5, 2026 | Aug 5, 2026 |
| 8-K |
Current report
Shareholder vote results
|
Jun 5, 2026 | Jun 3, 2026 |
| 10-Q | Quarterly report | May 6, 2026 | Mar 31, 2026 |
All 815 AppLovin Corporation SEC filings
Source: SEC EDGAR filings. This is company-reported data, not investment advice.