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Full Transcript: AppLovin Q2 2026 Earnings Call

Sep 18, 2026, 8:20 AMBenzinga Insights

AppLovin (NASDAQ:APP) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. Benzinga APIs provide real-time access to

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Source: benzinga
Observed: Sep 18, 2026, 8:20 AM
Checked: Sep 18, 2026, 8:20 AM
Cadence: Captured once, then retained as an archive reference
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BenzingaSep 14, 2026, 5:41 PMBenzinga Newsdesk
Shares of communications services are trading higher after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit competition in content creation, advertising sales and other areas. The sector's cash flow from ads and subscription revenue may also be attractive to investors amid elevated bond yields, inflation fears and interest rate expectations.
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BenzingaSep 14, 2026, 2:40 PMBenzinga Newsdesk
Morgan Stanley Maintains Overweight on AppLovin, Lowers Price Target to $450
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Jim Cramer Recommends Buying This Communication Services Stock, Calling It ‘Amazing’
Cramer backs Sphere and Cameco, urges selling AppLovin, criticizes Honeywell and QXO, and sees limited-risk upside in Aflac.
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Full Transcript: AppLovin Q2 2026 Earnings Call

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Morgan Stanley Maintains Overweight on AppLovin, Lowers Price Target to $450

Jim Cramer Recommends Buying This Communication Services Stock, Calling It ‘Amazing’