AppLovin Q3 FY26: where the revenue came from and where it went
The whole income statement of AppLovin for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2026
- Reported
- Nov 4, 2026
Revenue$2.19B
+56% year over year
Gross profit$1.94B
89% margin
Operating profit$1.71B
78% margin
Net profit$1.44B
66% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 2.19 | 100% | +56% |
| US | 1.10 | 50% | +60% |
| Non US | 1.09 | 50% | |
| Cost of revenue | −0.24 | 11% | |
| Gross profit | 1.94 | 89% margin | +1pp |
| R&D | −0.10 | 5% | +2pp |
| Sales & marketing | −0.07 | 3% | +0pp |
| G&A | −0.06 | 3% | −1pp |
| Operating profit | 1.71 | 78% margin | +1pp |
| Other income, net | 0.04 | ||
| Tax | −0.31 | ||
| Net profit | 1.44 | 66% margin | +6pp |
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