APP compared with GOOGL: revenue, margins and what each company keeps, and the suppliers and customers both name

APPAppLovin Corp

Mkt capRevenueRevenue

GOOGLAlphabet Inc.

Mkt capRevenueRevenue

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APPAppLovin Corp

GOOGLAlphabet Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

APP

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±11.9%▼−19.66%×1.66

Q1 FY26±10.2%▲+6.41%×0.63

Feb 12 '26±12.3%▼−19.68%×1.60

Q3 FY25±9.5%▲+0.70%×0.07

GOOGL

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±4.9%▼−12.64%×2.57

Q2 FY26±5.0%▼−7.13%×1.42

= impliedAPP realized, solidGOOGL realized, hatchedOne scale, both sides: full bar = 20%× = |realized| ÷ impliedSource: market data

Q1 FY26

±4.7%

▲+9.96%

×2.13

Feb 5 '26±5.5%▼−0.54%×0.09

APPAppLovin Corp

234.96▲+2.83%

Mkt cap$76.5BRevenue$1.9BQ2 FY26Revenue$5.5BFY25

GOOGLAlphabet Inc.

284.05▲+1.50%

Regular sessionNov 2 '26

Mkt cap$3.4TRevenue$128BQ3 FY26Revenue$403BFY25

Compare

Regular sessionNov 2 '26

APPAppLovin Corp

GOOGLAlphabet Inc.

234.96▲+2.83%

Price

284.05▲+1.50%

$76.5B

Mkt cap

$3.4T

Q2 FY26$1.9B

Revenue

$128BQ3 FY26

FY25$5.5B

Revenue

$403BFY25

APP234.96▲+2.83%vsGOOGL284.05▲+1.50%Regular sessionNov 2 '26