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META compared with APP: revenue, margins and what each company keeps, and the suppliers and customers both name
META
Meta Platforms, Inc.
Change
Mkt cap
Revenue
Revenue
APP
AppLovin Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
META
Meta Platforms, Inc.
vs
APP
AppLovin Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Earnings history
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Earnings history
last 4 reports each · paired by recency
Method
›
META
4 of 4
at or beyond implied
Report
implied
realized
× implied
Q3 FY26
±6.0%
▼
−6.98%
×1.17
Q2 FY26
±7.3%
▼
−7.95%
×1.10
Q1 FY26
±6.4%
▼
−8.55%
×1.34
Jan 29 '26
±6.0%
▲
+10.40%
×1.73
APP
2 of 4
at or beyond implied
Report
implied
realized
× implied
Q2 FY26
±11.9%
▼
−19.66%
×1.66
Q1 FY26
±10.2%
▲
+6.41%
×0.63
= implied
META realized, solid
APP realized, hatched
One scale, both sides: full bar = 20%
× = |realized| ÷ implied
Source: market data
Feb 12 '26
±12.3%
▼
−19.68%
×1.60
Q3 FY25
±9.5%
▲
+0.70%
×0.07
META
Meta Platforms, Inc.
Change
606.54
· pre 608.73
Mkt cap
$1.6T
Revenue
$64.6B
Q3 FY26
Revenue
$201B
FY25
APP
AppLovin Corp
Change
228.86
· pre 231.75
Pre-market
Nov 3 '26
Mkt cap
$76.5B
Revenue
$1.9B
Q2 FY26
Revenue
$5.5B
FY25
vs
Compare
Pre-market
Nov 3 '26
META
Meta Platforms, Inc.
vs
APP
AppLovin Corp
606.54
pre 608.73
Price
228.86
pre 231.75
$1.6T
Mkt cap
$76.5B
Q3 FY26
$64.6B
Revenue
$1.9B
Q2 FY26
FY25
$201B
Revenue
$5.5B
FY25
Change
Change
META
606.54
vs
APP
228.86
Pre-market
Nov 3 '26