Veytics Intelligence
2026-09-11 · NASDAQ

AppLovin vs. The Trade Desk: Analyzing Diverging Revenue Trends for These Advertising Giants

Key Points AppLovin looks considerably stronger on revenue, demonstrating a firmly-established pattern of notably larger sequential increases alongside higher year-over-year percentage gains than its counterpart during the majority of the recent reporting periods. Over the last eight quarters, the two companies maintained positive year-over-year revenue trajectories, but AppLovin experienced consistently elevated percentage gains, whereas The Trade Desk exhibited a steady, uninterrupted deceleration in its quarter-over-quarter and year-over-year percentage growth over time.

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