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

TTDTrade Desk, Inc.

Mkt capRevenueRevenue

APPAppLovin Corp

Mkt capRevenueRevenue

Compare

TTDTrade Desk, 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 ›

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

Q1 FY26±13.3%▼−4.81%×0.36

Jan 26 '26±3.7%▼−7.50%×2.03

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

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

Feb 12 '26

±12.3%

▼−19.68%

×1.60

Q3 FY25±9.5%▲+0.70%×0.07

TTDTrade Desk, Inc.

12.55▲+2.12%· post 12.55

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

APPAppLovin Corp

228.86▲+0.16%· post 228.90

ClosedNov 2 '26

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

Compare

ClosedNov 2 '26

TTDTrade Desk, Inc.

APPAppLovin Corp

12.55▲+2.12%post 12.55

Price

228.86▲+0.16%post 228.90

$5.8B

Mkt cap

$76.5B

Q2 FY26$715M

Revenue

$1.9BQ2 FY26

FY25$2.9B

Revenue

$5.5BFY25

TTD12.55▲+2.12%vsAPP228.86▲+0.16%ClosedNov 2 '26