APPLOVIN $APP JUST REPORTED Q2 EARNINGS - Diluted EPS of $3.76 beating expectations of $3.67 🟢, up 57.32% year over year - Revenue of $1.924B missing expectations of $1.935B 🔴, up 52.94% year over year - Net income of $1.27B, up 55% year over year - Adjusted EBITDA of $1.61B, up 58% year over year - Income from operations of $1.49B, up from $958M a year ago - Free cash flow of $863.3M for the quarter - Net cash from operating activities of $869.0M Repurchased and withheld 1.1 million shares of Class A common stock for $551.3M during the quarter. Ended the quarter with 335 million total shares outstanding across Class A and Class B. Q3 2026 guidance: - Revenue of $2.055B to $2.085B - Adjusted EBITDA of $1.71B to $1.74B - Adjusted EBITDA margin of 83%