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AppLovin Corporation (APP) Q1 2026 Earnings Call Transcript
2026-05-07 · via All Articles on Seeking Alpha

AppLovin Corporation (APP) Q1 2026 Earnings Call May 6, 2026 5:00 PM EDT

Company Participants

David Hsiao - Head of Investor Relations
Adam Foroughi - Co-Founder, CEO & Director
Matt Stumpf - Chief Financial Officer

Conference Call Participants

Matthew Cost - Morgan Stanley, Research Division
Omar Dessouky - BofA Securities, Research Division
Jason Bazinet - Citigroup Inc., Research Division
James Heaney - Jefferies LLC, Research Division
Stephen Ju - UBS Investment Bank, Research Division
Benjamin Black - Deutsche Bank AG, Research Division
Alec Brondolo - Wells Fargo Securities, LLC, Research Division
William Lampen - BTIG, LLC, Research Division
Robert Sanderson - Loop Capital Markets LLC, Research Division
Vasily Karasyov - Cannonball Research, LLC
James Callahan - Piper Sandler & Co., Research Division
Robert Coolbrith - Evercore ISI Institutional Equities, Research Division
Martin Yang - Oppenheimer & Co. Inc., Research Division
Ralph Schackart - William Blair & Company L.L.C., Research Division
Jonathan Kees - Daiwa Securities Co. Ltd., Research Division

Presentation

David Hsiao
Head of Investor Relations

Welcome to AppLovin's earnings call for the first quarter ended March 31, 2026. I'm David Hsiao, Head of Investor Relations. Joining me today to discuss our results are Adam Foroughi, our Co-Founder 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 first 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-K

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