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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Clark Lampen | BTIG | 12 | 0% |
| Jim Callahan | Piper Sandler | 11 | 0% |
| Jim Heaney | Jefferies | 11 | 0% |
| Matt Cost | Morgan Stanley | 10 | 0% |
| Rob Sanderson | Loop Capital | 10 | 10% |
| Martin Yang | Oppenheimer | 9 | 0% |
| Alec Brondolo | Wells Fargo | 9 | 11% |
| Omar Dessouky | Bank of America | 8 | 0% |
| Ralph Schackart | William Blair | 8 | 0% |
| Chris Kuntarich | UBS | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BTIG | 1 | 12 | 0% |
| Piper Sandler | 1 | 11 | 0% |
| Jefferies | 1 | 11 | 0% |
| UBS | 2 | 10 |
| 0% |
| Morgan Stanley | 1 | 10 | 0% |
| Loop Capital | 1 | 10 | 10% |
| Oppenheimer | 1 | 9 | 0% |
| Wells Fargo | 1 | 9 | 11% |
AppLovin delivered Q1 revenue of $1.84 billion growing 59% year-over-year as the consumer vertical accelerated beyond Q4 levels and the gaming ecosystem entered a new growth phase driven by AI model improvements compounding at a faster pace. The AI model iteration cycle continued delivering sequential improvements in ad targeting accuracy and conversion optimization. The platform demonstrated its ability to sustain hypergrowth as it expanded across verticals and geographies.
Demand | Revenue Growth | Product Launch | Competitive Dynamics | Innovation & R&D | Cloud & AI | Capital Allocation | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 9 | 8 | 5 | 5 | 3 | 1 | 2 |
| 2025Q1 | 6 | 10 | 7 | 2 | 5 | 4 | 1 | |
| 2025Q2 | 8 | 7 | 7 | 5 | 3 | 4 | 3 | 1 |
| 2025Q3 | 9 | 8 | 5 | 6 | 2 | 3 | 1 | 1 |
| 2025Q4 | 11 | 9 | 7 | 10 | 4 | 5 | 3 | 1 |
| 2026Q1 | 9 | 7 | 7 | 7 | 6 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 9 | 6 | 8 | 9 | 11 | 9 |
| Revenue Growth | 9 | 10 | 7 | 8 | 9 | 7 |
| Product Launch | 8 | 7 | 7 | 5 | 7 | 7 |
| Competitive Dynamics | 5 | 2 | 5 | 6 | 10 | 7 |
| Innovation & R&D | 5 | 5 | 3 | 2 | 4 | 6 |
| Cloud & AI | 3 | 4 | 4 | 3 | 5 | 6 |
| Capital Allocation | 1 | 3 | 1 | 3 | ||
| Margin | 2 | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
APP Applovin Corp | 9 | +24.1% | |
| ADSK Autodesk | 10 | +18.4% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |