Applovin Corporation (APP) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Standby. We are about to begin. Welcome to Applovin's earnings call for the second quarter ended 06/30/2026. I'm David Shao, head of investor relations. Joining me today to discuss our results are Adam Farooghi, our cofounder and CEO, and Matt Stumpf, our CFO. Please note our SEC filings to date, as well as our financial update and press release discussing our second quarter performance, are available at investors.applovin.com. During today's call, we will be making forward looking statements, including, but not limited to, the future development and reach of our platform, our expected growth opportunities, the expected future financial performance of the company, and other future events. These statements are based on our current assumptions and beliefs, and we assume no obligation to update them, except as required by law. Our actual results may differ materially from the results predicted. We encourage you to review the risk factors in our most recently filed Form 10 Q for the fiscal quarter ended 03/31/2026. Additional information may also be found in our quarterly report on Form 10 Q for the fiscal quarter ended 06/30/2026, which will be filed today. We will also be discussing non GAAP financial measures. These non GAAP measures are not intended to be superior to or a substitute for our GAAP results. Please be sure to review the GAAP results and reconciliations of our GAAP and non GAAP financial measures in our earnings release and financial update available on our Investor Relations site. This conference call is being recorded, and a replay and transcript will be available for a period of time on our IR website. Now I'll turn it over to Adam and Matt for some opening remarks. Then we'll have the moderator take us through Q and A. Thanks everyone for joining us t...