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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From X
Chris Camillo on X
@ryanTesling @piques15 added to $AMZN today, no surprise there
Chris Camillo on X
@ryanTesling don’t care as i’m not focused on $AMZN short term trading rn
Chris Camillo on X
@Spykex02 no. currently just holding $TTWO equity. i did have a large one-day weekly call position i entered on thursday’s dip and exited friday. down a bit more today than i made last wk but im fine!
Chris Camillo on X
@piques15 $TTWO could drop 30% this week and my ’26 ROI would barely notice. I’ve had worse Mondays this past month.
Chris Camillo on X
apparently $TTWO wanted to make sure this quote still holds up.
AltayCap on X
Seems like im the only one blown away by these numbers. $ttwo had an incredibly storied history with many successful games and over a decade of high margin gta5 online numbers, but even pre Zynga writedown barely had any profit. Will gta6 be different?
Multiples Capital on X
@erik_ywr Absolutely, that's why I been long $sbux and long @erik_ywr 😄
Investor Letters
All letters- Forager Funds Management October 2026 TUA $525M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.6BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BFLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $416MALM $2.5B
- Chautauqua Capital Management Q3 2026 AAIGF $103BADYEY $32B
- Rathbones Q3 2026 GOOGL $3.5T
Trading Post November 5, 2026
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Ordered by how often our editor reaches for them.
