APP · Q2 FY26 · Apr 1 – Jun 30, 2026
AppLovin Q2 FY26: where the revenue came from and where it went
AppLovin Q2 FY26: revenue $1.9B (+53% year over year). Net profit $1.3B. Largest cohort US $1.0B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Apr 1 – Jun 30, 2026
- Reported
- Aug 5, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$1.92B
+53% year over year
Gross profit$1.70B
88% margin
Operating profit$1.49B
78% margin
Net profit$1.27B
66% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 1.92 | 100% | +53% |
| US | 0.99 | 51% | +50% |
| Non US | 0.93 | 49% | +56% |
| Cost of revenue | −0.23 | 12% | |
| Gross profit | 1.70 | 88% margin | +1pp |
| R&D | −0.10 | 5% | +2pp |
| Sales & marketing | −0.06 | 3% | +0pp |
| G&A | −0.04 | 2% | −2pp |
| Operating profit | 1.49 | 78% margin | +2pp |
| Tax | −0.24 | ||
| Net profit | 1.27 | 66% | +1pp |
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