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APP compared with META: revenue, margins and what each company keeps, and the suppliers and customers both name
APP
AppLovin Corp
Change
Mkt cap
Revenue
Revenue
META
Meta Platforms, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
APP
AppLovin Corp
vs
META
Meta Platforms, 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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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 META
44
ANET
Arista Networks
supplier
APP
AppLovin
supplier
TTWO
Take Two Interactive Software
customer
SHOP
Shopify
supplier
Role chip = supplier or customer
Source: SEC EDGAR
40 more · META chain
›
APP
AppLovin Corp
Change
245.71
▲
+7.37%
· post 247.00
· delayed
Mkt cap
$76.6B
Revenue
$1.9B
Q2 FY26
Revenue
$5.5B
FY25
META
Meta Platforms, Inc.
Change
620.88
▲
+2.33%
· post 625.39
· delayed
After hours
Nov 3 '26
delayed
Mkt cap
$1.6T
Revenue
$64.6B
Q3 FY26
Revenue
$201B
FY25
vs
Compare
After hours
Nov 3 '26
delayed
APP
AppLovin Corp
vs
META
Meta Platforms, Inc.
245.71
▲
+7.37%
post 247.00
delayed
Price
620.88
▲
+2.33%
post 625.39
delayed
$76.6B
Mkt cap
$1.6T
Q2 FY26
$1.9B
Revenue
$64.6B
Q3 FY26
FY25
$5.5B
Revenue
$201B
FY25
Change
Change
APP
245.71
▲
+7.37%
vs
META
620.88
▲
+2.33%
After hours
Nov 3 '26
delayed