AI confidence 70% · prior close shown (market closed)
Investment Snapshot
Why it matters
AppLovin Corp shows accelerating business momentum based on AlphaOS pipeline evidence, with mixed management execution.
Why it matters: Revenue +53% YoY in Q2 FY2026.
2 signals not yet derived from pipeline evidence
Key signals
What it means for the thesis — synthesis, not a raw event feed.
- Revenue +53% YoY in Q2 FY2026
Pipeline evidence · 0d ago
APP's AlphaOS Signals
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Latest earnings · Q2 2026
Full APP earnings analysisReported figures for AppLovin Corp — research only, not investment advice.
- Revenue YoY
- +52.8%
- EPS YoY
- +57.3%
Latest Intelligence
Updated
What happened recently for AppLovin Corp (APP) — events, not interpretation.
- Event
- Reported Q2 2026 revenue +53% YoY.
- Also
- Last session September 25, 2026 at $310.75.
- Source
- Q2 2026 earnings
Research & analysis only — not investment advice.
Industry & ETF context
Industry blend 62- Primary industry Advertising Agencies scores 62/100 (Early Recovery cycle, Strong momentum).
- Held in 1 ETF(s) — largest weight SKYY (1.55%).
Held in ETFsweight · est. sleeve dollars
AlphaOS industries
APP's AI investment thesis
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Intelligence layer
Unified data coverage and cross-signal highlights — market, SEC, earnings, opportunity
- →Management tone: neutral
- →Filing signal: Officer/director transaction language detected
- →Held in 1 ETF(s) — largest weight SKYY (1.55%).
Strengthen intelligence
- · Fetch earnings call transcript for CEO commentary
Prior close
$310.75
Market cap
$104.99B
Profitable
Yes
Revenue $1.92B
Net income
$1.27B
FY Sep 28, 2026
Analyst ratings
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Earnings intelligence
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Technical intelligence
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Price & volume
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Filing insights
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Competitive landscape
Recent SEC filings
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AppLovin Corp (APP)
Investment Snapshot above is the primary AlphaOS analysis for AppLovin Corp — structured signals and evidence from proprietary pipelines, not an encyclopedia overview.
Key facts
- Sector:
- Communication Services
- Industry:
- Advertising Agencies
- Market cap:
- $104.99B
- Revenue:
- $1.92B
Research & analysis only — not investment advice. Price, charts, and filings are above.
Connected intelligence
Follow AppLovin Corp through AlphaOS's knowledge graph — themes, peers, beneficiaries, earnings, and research answers.
AppLovin Corp (APP) in AlphaOS research
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