Spoken Alpha
APP
AppLovin Corp
Overview
AppLovin Corp is a Communication Services company operating in Advertising Agencies with a $157.79B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0627 Q&A exchanges
- Q4 FY2025Earnings2026-02-1128 Q&A exchanges
- Q3 FY2025Earnings2025-11-0524 Q&A exchanges
- Q2 FY2025Earnings2025-08-0625 Q&A exchanges
- Q1 FY2025Earnings2025-05-0740 Q&A exchanges
- Q4 FY2024Earnings2025-02-1239 Q&A exchanges
- Q3 FY2024Earnings2024-11-0631 Q&A exchanges
- Q2 FY2024Earnings2024-08-0724 Q&A exchanges
- Q1 FY2024Earnings2024-05-0826 Q&A exchanges
- Q4 FY2023Earnings2024-02-1426 Q&A exchanges
- Q3 FY2023Earnings2023-11-0815 Q&A exchanges
- Q2 FY2023Earnings2023-08-0921 Q&A exchanges
- Q1 FY2023Earnings2023-05-1020 Q&A exchanges
- Q4 FY2022Earnings2023-02-0823 Q&A exchanges
- Q3 FY2022Earnings2022-11-0938 Q&A exchanges
- Q2 FY2022Earnings2022-08-1029 Q&A exchanges
- Q1 FY2022Earnings2022-05-1115 Q&A exchanges
- Q4 FY2021Earnings2022-02-1632 Q&A exchanges
- Q3 FY2021Earnings2021-11-1020 Q&A exchanges
- Q2 FY2021Earnings2021-08-1120 Q&A exchanges
- Q1 FY2021Earnings2021-05-1311 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $3.75—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $3.75 | — | — | — | — | EODHD |
Source: EODHD. APP reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks APP's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 70% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 3 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.38 | $4.12 | +6.4% | +1.5% | +1.3% |
| Q4 FY2026 | $4.35 | $4.16 | +4.5% | +1.5% | -1.2% |
| Q3 FY2026 | $4.26 | $4.18 | +1.9% | +0.6% | -0.6% |
| Q2 FY2026 | $4.89 | $4.28 | +14.3% | -7.6% | -5.2% |
| Q1 FY2025 | $4.11 | $4.03 | +2.1% | -4.6% | -3.7% |
| Q4 FY2025 | $4.88 | $4.27 | +14.4% | -3.1% | -2.0% |
| Q3 FY2025 | $4.52 | $4.10 | +10.2% | -7.6% | -7.1% |
| Q2 FY2025 | $4.26 | $4.08 | +4.3% | -3.8% | -4.3% |
| Q1 FY2024 | $4.59 | $4.10 | +12.0% | -2.8% | -5.5% |
| Q4 FY2024 | $4.19 | $4.13 | +1.5% | -5.8% | -5.6% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Maintained2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Arash Adam ForoughiCEO7 mono recorded callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last guidance raise Q3 FY2026
- Matthew StumpfCFO7 mo10 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Vasily ShikinChief Technology Officer7 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Victoria ValenzuelaCALO & Corp. Secretary6 mo1 callCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Dmitriy DoroshPrincipal Accounting Officer7 mono recorded callsCurrentSample
OTHER since 2025 • 2/4 beats (50%) • guidance suspended Q2 FY2026
Peers
Other companies in Communication Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for APP.
$ curl https://api.spokenalpha.com/v1/companies/APPFAQ
Frequently asked about APP
Where can I find AppLovin Corp's (APP) earnings call transcripts?
Spoken Alpha indexes APP's earnings call transcripts at https://spokenalpha.com/companies/APP. Each call links to attributed speakers and parsed analyst Q&A. AppLovin Corp's own investor relations page is at https://investors.applovin.com/.
When was AppLovin Corp's most recent earnings call?
AppLovin Corp (APP) held its most recent earnings call on 2026-05-06, covering fiscal Q1 2026.
What sector is APP in?
AppLovin Corp (APP) operates in the Communication Services sector (Advertising Agencies industry).