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

APPAppLovin Corp

Mkt capRevenueRevenue

TTDTrade Desk, Inc.

Mkt capRevenueRevenue

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APPAppLovin Corp

TTDTrade Desk, 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

TTD

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±14.0%▼−21.90%×1.56

May 8 '26±13.5%▼−1.75%×0.13

= impliedAPP realized, solidTTD realized, hatchedOne scale, both sides: full bar = 22%× = |realized| ÷ impliedSource: market data

Q1 FY26

±13.3%

▼−4.81%

×0.36

Jan 26 '26±3.7%▼−7.50%×2.03

APPAppLovin Corp

237.30▲+3.85%

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

TTDTrade Desk, Inc.

12.72▲+3.50%

Regular sessionNov 2 '26

Mkt cap$5.8BRevenue$715MQ2 FY26Revenue$2.9BFY25

Compare

Regular sessionNov 2 '26

APPAppLovin Corp

TTDTrade Desk, Inc.

237.30▲+3.85%

Price

12.72▲+3.50%

$76.5B

Mkt cap

$5.8B

Q2 FY26$1.9B

Revenue

$715MQ2 FY26

FY25$5.5B

Revenue

$2.9BFY25

APP237.30▲+3.85%vsTTD12.72▲+3.50%Regular sessionNov 2 '26