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

APPAppLovin Corp

Mkt capRevenueRevenue

SHOPShopify Inc.

Mkt capRevenueRevenue

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APPAppLovin Corp

SHOPShopify 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

SHOP1 of 4 reports

Reportimpliedrealized× implied

Q2 FY26—▲+16.98%—

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

APPAppLovin Corp

228.82▼−10.24%· post 228.83

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

SHOPShopify Inc.

157.50▼−5.63%· post 157.17

ClosedOct 30 '26

Mkt cap$204.4BRevenue$3.6BQ2 FY26Revenue$11.6BFY25

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ClosedOct 30 '26

APPAppLovin Corp

SHOPShopify Inc.

228.82▼−10.24%post 228.83

Price

157.50▼−5.63%post 157.17

$76.5B

Mkt cap

$204.4B

Q2 FY26$1.9B

Revenue

$3.6BQ2 FY26

FY25$5.5B

Revenue

$11.6BFY25

APP228.82▼−10.24%vsSHOP157.50▼−5.63%ClosedOct 30 '26