AppLovin Corporation · Advertising Agencies

APPAppLovin Corporation

Reports 2026-11-04 After close · WedReaction day 11-05upcoming

Before the print · expectationsupdated nightly until T-1

Expected move (options)—from the event straddle
Actual vs expected, last 8Q—Lite and up
Short interest—Lite and up
Lean—Lite and up

Lean, evidence and peer references — Lite

The calendar is free. From the entry plan up you also get, for every ≥$1B reporter: the model lean with the evidence behind it, the peers that have already reported and how they traded, and the stock's own earnings history.

  • Lean and confidence, with the evidence rows that produced it
  • Per-peer reference table: each peer's own print, move and guidance
  • Expected-move band and the stock's last eight prints
Sign in / start free

The print · 8-K and callupcoming · 2026-11-04 · After close

Revenue—
est. $2.10B
EPS—
est. $4.09
Guidance—read from the 8-K once filed

Lean, stance and evidence on this page are model outputs, not investment advice. Trade at your own risk. Disclaimer →

AppLovin earnings preview: what the record says

AppLovin (APP) is scheduled to report earnings on Nov 4, 2026, after the close. The consensus estimate calls for EPS of $4.09 on revenue of $2.10B.

Across its last 8 reports, APP beat the EPS consensus 8 times out of 8 with a figure on file, and the stock moved an average of 17.6% on the first trading day, closing higher 6 of 8 times. That first-day move was larger than the options-implied move in 4 of 8 reports. Measured over five sessions, the average move was 21.3%.

Beats have mostly been rewarded: APP closed higher after 6 of its 8 EPS beats. NextPick tracks APP in its Ad Tech basket alongside ZETA, TTD, MGNI and DV, whose prints read through to this one.

Figures come from NextPick's earnings-reaction ledger and the options market. Not investment advice.

APP earnings: key questions

When is APP's next earnings date?

AppLovin is scheduled to report on Nov 4, 2026, after the close.

What are APP's earnings expectations?

Analysts expect EPS of $4.09 on revenue of $2.10B for the quarter.

How much does APP stock move after earnings?

Over its last 8 reports, APP moved an average of 17.6% on the first trading day after earnings. The move was larger than the options-implied move in 4 of 8 reports.

Does APP usually beat earnings estimates?

APP beat the EPS consensus in 8 of its last 8 reports with a surprise on file and missed in 0.