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

GOOGLAlphabet Inc.

Mkt capRevenueRevenue

APPAppLovin Corp

Mkt capRevenueRevenue

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GOOGLAlphabet Inc.

APPAppLovin Corp

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

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

Q1 FY26±4.7%▲+9.96%×2.13

Feb 5 '26±5.5%▼−0.54%×0.09

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

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

Feb 12 '26

±12.3%

▼−19.68%

×1.60

Q3 FY25±9.5%▲+0.70%×0.07

GOOGLAlphabet Inc.

279.81▲+0.29%· post 278.60

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

APPAppLovin Corp

245.71▲+7.37%· post 242.79

ClosedNov 3 '26

Mkt cap$76.6BRevenue$1.9BQ2 FY26Revenue$5.5BFY25

Compare

ClosedNov 3 '26

GOOGLAlphabet Inc.

APPAppLovin Corp

279.81▲+0.29%post 278.60

Price

245.71▲+7.37%post 242.79

$3.4T

Mkt cap

$76.6B

Q3 FY26$128B

Revenue

$1.9BQ2 FY26

FY25$403B

Revenue

$5.5BFY25

GOOGL279.81▲+0.29%vsAPP245.71▲+7.37%ClosedNov 3 '26