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
RiverRoadPartners on X
$MRVL for $LITE absolutely meets the test mentioned below. https://t.co/53nmZnoYQ9
Paradis on X
*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS What the fuck???? $MRVL $LITE
Negligible Capital on X
*MARVELL IS SAID IN ADVANCED TALKS TO BUY LUMENTUM HOLDINGS $LITE
Fajasy on X
On the no-equity point, $BRUN said Oct 26 it's closed more than $600M of non-dilutive project financing so far in 2026. Tho H2 alone needs ~$527-686M, so the mid-November Q3 report is the first check on whether it covers the build. And the July order plus Cohere add $160.7M/year starting 2027.
Chris Camillo on X
@ryanTesling @IA82 Long term bullish on $AMZN. Expect a solid print tomorrow but investor expectations are unusually difficult to gauge this quarter. The bigger question is which parts of the report or management commentary nervous AI investors choose to fixate on.
Brian McGough on X
$BOOT is taking up store adds by 10-15% for '27, but is taking DOWN revenue forecast. Can anyone with half a brain convince me that this is a positive development? Never ends well...
DOMO Capital Management, LLC on X
You heard it here first... what a huge earnings beat for $PBI "Specifically, we added more than 30 new clients, representing an estimated two billion pieces of annual volume, as a result of this exit" https://t.co/uyMhmLTrHi
Colin King on X
$GEN might actually be a pretty good business https://t.co/5dQEvZFVwa https://t.co/ewNvBnvYV7
Investor Letters
All letters- Forager Funds Management October 2026 TUA $538M
- Rathbones October 2026 SBGSF $143BSIEGY $237B
- FCL Capital October 2026 ANPDF $28BASML $575B
- Protean Funds October 2026 AAK $4.7BLFABF $13B
- JB Global Capital Q3 2026 BABA $262BFLO $1.4B
- Pendelhaven Asset Management B.V. Q3 2026 DR0 $417MALM $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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The hyperscalers (almost) always win
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Caffital Research 3 clicks
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Lee Bailey 1 click
CHWY · long Chewy INC
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Motti Sapir 2 clicks
The Buyback Shows Up (ESRT Q3 2026)
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AMSC, Datadog will be fine, SiTime is worth a look
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Sectors
Ordered by how often our editor reaches for them.
