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APP Q3'26 Earnings: revenue estimate is 2.08B USD

AppLovin is scheduled to report its Q3'26 results on November 4 after the market closes, at 4:05 PM ET. The revenue estimate is 2.08 billion USD and the earnings per share estimate is 4.04 USD.

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What happened

AppLovin is scheduled to report its Q3'26 results on November 4 after the market closes, at 4:05 PM ET. The revenue estimate is 2.08 billion USD and the earnings per share estimate is 4.04 USD.

Confirmed

Global impact / market context

The revenue estimate of 2.08 billion USD is above the last reported revenue shown in the table, which suggests analysts expect growth. Missing that estimate could pressure the stock, while beating it may support the share price.

Analyst inference

Recent quarters show mixed surprise patterns: revenue beat estimates in three straight quarters before a small miss in the latest reported quarter, while earnings per share beat every quarter shown. This makes the Q3'26 estimates a key test of whether growth is slowing.

Analyst inference

What to watch

  1. Watch whether reported Q3'26 revenue reaches the 2.08 billion USD estimate, compared with the revenue figures reported in the prior quarters shown in the table. Confirmed
  2. Watch whether earnings per share, which means profit per share, meets the 4.04 USD estimate and continues the pattern of beating estimates seen in prior quarters. Proposed
  3. Watch how the stock reacts to any revenue surprise, because the latest reported quarter showed a small revenue miss after several beats, which may have reset investor expectations. Analyst inference

Evidence

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