| APP |
Report |
Q2 revenue |
BEAT |
pred ~$1.97B vs. cons $1.94B |
MEDIUM |
| APP |
Report |
Q2 adjusted EBITDA |
BEAT |
pred ~$1.67B vs. cons $1.63B |
MEDIUM |
| APP |
Report |
Q2 adjusted EBITDA margin |
IN-LINE |
pred ~84.8% vs. cons 84.0% |
MEDIUM |
| APP |
Guide |
Q3 revenue guidance |
BETTER |
guide ~$2.12B vs. cons $2.08B (2026 Q3) |
MEDIUM |
| APP |
Guide |
Q3 adjusted EBITDA guidance |
BETTER |
guide ~$1.80B vs. cons $1.76B (2026 Q3) |
MEDIUM |
| APP |
Guide |
Q3 adjusted EBITDA margin guidance |
UNCHANGED |
guide ~84.8% vs. cons 84.5% (2026 Q3) |
MEDIUM |
| APP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| APP |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
Q3 revenue and adjusted EBITDA guidance modestly above consensus should lift out-period estimates after the Q2 beat; continued gaming strength and credible consumer-advertising cohort expansion would support positive revisions rather than an initial-pop fade. |
MEDIUM |