AppLovin Corp (APP) earnings date, results and what the price requires
Nasdaq · SEC CIK 0001751008 · SEC filings checked Oct 18, 2026
Previous results (SEC filings)
| Quarter ended | Reported | Revenue | Net income | Diluted EPS | Source |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 5, 2026 | $1.92B | $1.27B | $3.76 | Filing |
| Mar 31, 2026 | May 6, 2026 | $1.84B | $1.21B | $3.56 | Filing |
| Dec 31, 2025 | Feb 11, 2026 | $1.66B | $1.10B | $3.24 | Filing |
| Sep 30, 2025 | Nov 5, 2025 | $1.41B | $835.5M | $2.45 | Filing |
| Jun 30, 2025 | Aug 6, 2025 | $1.26B | $819.5M | $2.39 | Filing |
| Mar 31, 2025 | May 7, 2025 | $1.16B | $576.4M | $1.67 | Filing |
| Dec 31, 2024 | Feb 12, 2025 | $619.7M | $599.4M | $1.72 | Filing |
| Sep 30, 2024 | Nov 6, 2024 | $835.2M | $434.4M | $1.25 | Filing |
What would AppLovin Corp have to report for its valuation to change?
At $267.90, with a 9.0% required return and a 18× earnings multiple in 5 years, earnings per share must grow about 12.0% a year, to $22.90. On that path the next quarter needs diluted EPS near $2.74, against $2.45 in the quarter ended Sep 30, 2025.
Compare buying at the last close now with waiting for results: if the report moves the growth the price requires, the entry price you would accept changes with it.
| Result | Original | Yours |
|---|---|---|
| Required EPS growth / year | 12.0% | 12.0% |
| EPS needed in final year | $22.90 | $22.90 |
Changed: nothing yet. Model: EPS × (1+g)^years × final P/E, discounted at the required return, equals today's price. Inputs: SEC diluted EPS and the dated close above.
Prepare for earnings across my investments — $399/month
Keep working models for the companies you follow, compare your expectations with reported results, and review what changes your investment decision. APP goes in with your buy-or-wait comparison and assumptions preserved.
Figures come from SEC EDGAR XBRL filings. Dates marked "estimated" are calculated from the company's past results filings and are not confirmed. Not investment advice.