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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Applovin
Applovin (APP) investor relations material
Applovin Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 revenue reached $2.185B, up 55% YoY; continuing-operations net income was $1.439B, up 72%, and adjusted EBITDA was $1.842B, up 59%.
A partial rollout of a more complex model architecture supported strong results; management sees further optimization headroom but gave no full-rollout timeline.
Long-term growth ambition remains ~30% annually, supported by gaming improvements and consumer expansion.
Financial highlights
Q3 revenue grew $779.8M, or 55%, as net revenue per installation rose 55% and installation volume increased 2%.
Q3 operating income was $1.709B versus $1.079B a year earlier; continuing-operations net income was $1.439B versus $835.5M.
9M revenue increased 56% to $5.951B; operating income was $4.643B and net income was $3.911B.
Q3 free cash flow was $1.4B, equal to 77% of adjusted EBITDA and ~65% of revenue, versus 53% conversion in Q2.
Outlook and guidance
Q4 revenue guidance is $2.365B–$2.395B, implying 43%–44% YoY and 8%–10% sequential growth; adjusted EBITDA guidance is $1.995B–$2.025B.
At guidance midpoint, FY 2026 revenue and adjusted EBITDA growth are each expected to exceed 50%; full-year free cash flow conversion is expected at ~70%–75% of adjusted EBITDA.
Outlook reflects seasonality, consumer scaling, live model improvements, and training compute investment.
Management cited normal seasonality and did not give a model rollout timetable or fixed cadence for gains.
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- Q1 2025 revenue up 40% to $1.48B, net income up 144%, with major gaming divestiture and $1.2B buybacks.APPQ1 2025
- Q4 revenue up 44% to $1.37B, net income up 248%, and Adjusted EBITDA up 78%.APPQ4 2024
Next Applovin earnings date
Q4 202610 Feb, 2027
Applovin
Next Applovin earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
Applovin Corporation is a technology company that provides software solutions for mobile application developers. Its platform includes marketing, monetization, and analytics tools that enable developers to grow and optimize their apps. The company also owns a portfolio of mobile games operated through its app studios. Applovin Corporation is headquartered in Palo Alto, California, and its shares are listed on the NASDAQ.