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APP compared with GOOGL: revenue, margins and what each company keeps, and the suppliers and customers both name
APP
AppLovin Corp
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Mkt cap
Revenue
Revenue
GOOGL
Alphabet Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
APP
AppLovin Corp
vs
GOOGL
Alphabet Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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APP
AppLovin Corp
Change
228.86
▲
+0.16%
· post 228.90
Mkt cap
$76.5B
Revenue
$1.9B
Q2 FY26
Revenue
$5.5B
FY25
GOOGL
Alphabet Inc.
Change
279.03
▼
−0.29%
· post 280.39
Closed
Nov 2 '26
Mkt cap
$3.4T
Revenue
$128B
Q3 FY26
Revenue
$403B
FY25
vs
Compare
Closed
Nov 2 '26
APP
AppLovin Corp
vs
GOOGL
Alphabet Inc.
228.86
▲
+0.16%
post 228.90
Price
279.03
▼
−0.29%
post 280.39
$76.5B
Mkt cap
$3.4T
Q2 FY26
$1.9B
Revenue
$128B
Q3 FY26
FY25
$5.5B
Revenue
$403B
FY25
Change
Change
APP
228.86
▲
+0.16%
vs
GOOGL
279.03
▼
−0.29%
Closed
Nov 2 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only APP
2
GOOGL
Google
customer
META
Meta
customer
Shared
0
No shared counterparties.
Only GOOGL
124
APP
AppLovin
supplier
INTU
Intuit
supplier
EA
Electronic Arts
supplier
TTWO
Take Two Interactive Software
supplier
Role chip = supplier or customer
Source: SEC EDGAR
120 more · GOOGL chain
›