Filing Flows › AppLovin (APP) › Guidance & outlook
AppLovin (APP) guidance and outlook
AppLovin (APP) gave its guidance on Nov 4, 2026: Revenue $2.4B for Q4 2026; EBITDA $2.0B for Q4 2026; EBITDA margin 84% for Q4 2026; Stock-based compensation $1.0M for Q4 2026. AppLovin's 10-Q filed Nov 4, 2026 makes 10 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $2.4B | new |
| EBITDA | Q4 2026 | $2.0B | new |
| EBITDA margin | Q4 2026 | 84% | new |
| Stock-based compensation | Q4 2026 | $1.0M | new |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- Our historical results are not necessarily indicative of the results that may be expected for any period in the future.
- We generate revenue when our advertisers achieve their return on advertising spend targets with our advertising solutions, ensuring that their success directly fuels our growth.
- We use Adjusted EBITDA and Adjusted EBITDA margin in conjunction with GAAP measures as part of our overall assessment of our performance, including the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies, and to communicate with our board of directors concerning our financial performance.
- We have made, and intend to continue to make, significant investments in our advertising solutions to enhance their effectiveness and value proposition for our clients.
- We expect to continue to invest in our technology and to incur related costs, including costs to attract and retain critical engineering talent, such as stock-based compensation, as well as datacenter costs as we continue to launch enhancements to our Axon AI recommendation system.
- We believe investments in our technology will further improve effectiveness for advertisers.
- We expect to continue to invest in sales and marketing to drive new client acquisition.
- Our business and results of operations are and will continue to be impacted by industry factors that drive the overall performance and growth of the mobile app and advertising ecosystems.
- These third-party platforms have significant market power and discretion to set platform fees, select which apps to promote, and decide how much consumer information to provide to advertising networks that enable our advertising solutions to target users with personalized and relevant advertising and allocate marketing campaigns in an efficient and cost-effective manner.
- As a result of these and other factors, we may be required to seek additional equity or debt financing sooner than we currently anticipate, or we may opportunistically seek additional financing.
AppLovin's latest quarter
AppLovin, Q3 2026: revenue $2.2B (+56% year over year), operating margin 78.2%, net earnings $1.4B, operating cash flow $1.4B. The chart follows the revenue to costs, profit and cash.
Questions
Did AppLovin raise or lower its guidance?
AppLovin (APP) gave its guidance on Nov 4, 2026: Revenue $2.4B for Q4 2026; EBITDA $2.0B for Q4 2026; EBITDA margin 84% for Q4 2026; Stock-based compensation $1.0M for Q4 2026.
What does AppLovin expect?
Our historical results are not necessarily indicative of the results that may be expected for any period in the future. We generate revenue when our advertisers achieve their return on advertising spend targets with our advertising solutions, ensuring that their success directly fuels our growth. We use Adjusted EBITDA and Adjusted EBITDA margin in conjunction with GAAP measures as part of our overall assessment of our performance, including the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies, and to communicate with
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.