AppLovin 3Q26 Business Update: No Notes
AppLovin’s Q3 revenue rose 55% year over year as AXON model gains expanded margins, while ad take-rate compression remains the key competitive risk.
Thursday, November 5, 2026
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Chris Camillo on X
@SkillJoy_00 how many GTA VI launch month, quarter, yr 1 units and what eventual online ARPU do you think the market is currently pricing in to $TTWO ? And how does your analysis differ from those expectations?
Deep Sail Capital on X
Anti Software trade. Short $OKTA and $TWLO. Both are up 80-120% this year. If software trends down they both will get crushed 30%.
DOMO Capital Management, LLC on X
$CPB is completely uninvestible for as long as Marc Lautenbach remains on the Board of Directors. Have been telling people this for over a year now... Just look at $PBI performance over his career and then from the moment he "left" the CEO position... https://t.co/Px6gacUNjZ
Colin King on X
Another consumer staples dividend cut... $CPB reducing dividend by 36% (CAG cut theirs in half) https://t.co/VVVvo0Gh8k
Evan Tindell on X
Dang I missed this one -- Nielsen CEO $NIQ almost bottom ticked it at $9 https://t.co/Zh7pIvOHua
Adam D. Wyden on X
Looks like Benchmark / StoneX agrees with our analysis. Not $VVV. Our SOTP on 2027 numbers gets us to nearly 40.00. Too cheap. $DRVN https://t.co/cA9wdjgNE1
Farmer on X
@GrumpierBTDay @FrontRangeHQ @maxwellhouse99 Have you tried "$CRCL min_faves:1 -filter:mentions -filter:hashtags" ?
Investor Letters
All letters- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BBKNG $122B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BPYPL $49B
- Pendelhaven Asset Management B.V. Q3 2026 ALM $2.5BJXN $8.8B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
- Night Watch Investment Management Q3 2026 AZLGF $3.3BIMCDY $6.7B
- Greystone Capital third quarter of 2026 TMDX $3.1B
Trading Post November 5, 2026
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L3Harris (LHX) Q3 FY12/26 Earnings Review
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Sectors
Ordered by how often our editor reaches for them.
