AppLovin's revenue grew 53% year-over-year to $1.924 billion in the second quarter of 2026, powered by its AI-driven Axon ad-matching engine, with net income up 55% to $1.267 billion AppLovin revenue: $1.92 billion in Q2 2026, up 53% year-over-year
AppLovin Corporation, a marketing platform, reported its financial results for the quarter ended June 30, 2026. The company's revenue for this period was $1.924 billion, marking a 53% increase compared to the same quarter in the previous year. Net income also rose by 55% to $1.267 billion for Q2 2026.
Verified 2026-09-17
Track with InsiderWhy it matters
It is a case of AI earning money directly, by matching adverts to the people most likely to respond.
More on Markets
- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- Arista Networks builds the networking gear that links GPUs inside AI data centres, and its own SEC filings show how concentrated its customer base is. Two customers have each exceeded 10% of its revenue in every one of the last three fiscal years, and in fiscal 2025 together they accounted for 42% of Arista Networks' total revenue in fiscal 2025 — from just two customers
- Applied Digital's fiscal first quarter 2027, ended August 31, 2026, brought revenue of $341.9 million, up 322% year-over-year, as the data-center builder's AI capacity buildout for hyperscaler customers ramped
FREE · NO CARD
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Get the free daily briefFree · No card · Unsubscribe anytime
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
See today's issue →