Earnings history

last 4 reports each · paired by recencyMethod

APPS

3 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 5 '26±25.8%+38.49%×1.49

May 27 '26±22.8%+38.88%×1.71

Feb 4 '26±23.5%−5.06%×0.22

Nov 5 '25±21.3%+23.14%×1.08

IDCC

3 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 29 '26±8.7%+4.28%×0.49

Jul 30 '26±9.5%+16.16%×1.71

Apr 30 '26±8.0%−15.91%×1.99

Feb 5 '26±8.6%+9.93%×1.15

= impliedAPPS realized, solidIDCC realized, hatchedOne scale, both sides: full bar = 39%× = |realized| ÷ impliedSource: market data

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