AppLovin vs. Fastly: A Look at Recent Revenue Trends for These Tech Companies

AppLovin: Rapid Revenue Expansion

AppLovin (NASDAQ:APP) provides specialized bundle infrastructure designed to assistance mobile exertion developers marketplace their creations efficiently, optimize their advertisement campaigns, and make accordant advertizing income worldwide.

It launched a caller societal networking exertion called Gist alongside ongoing regulatory inquiries, and reported a nett income borderline of 65% for the 4th ended March 31, 2026.

Fastly: Gradual Revenue Increases

Fastly (NASDAQ:FSLY) offers an precocious borderline unreality computing infrastructure designed to efficiently manage, distribute, and unafraid integer applications for a wide array of clients crossed planetary markets.

It launched a caller information halfway installation successful West Florida portion addressing a show incidental successful Tokyo, and recorded a nett income borderline of -12% for the 4th ended March 31, 2026.

Why Revenue Matters for Retail Investors

Revenue serves arsenic the cardinal measurement of full income and indicates a business's quality to pull paying customers earlier operating expenses are deducted.

Quarterly Revenue for AppLovin and Fastly

Data source: Company filings. Data arsenic of July 10, 2026.

Foolish Take

In comparing the gross trends for AppLovin and Fastly, the erstwhile is intelligibly a beast. Its income roseate each 4th successful 2025, and successful the archetypal 4th of 2026, its gross skyrocketed a whopping 59% twelvemonth implicit year.

Meanwhile, Fastly's Q1 income represented fantabulous year-over-year maturation of 20%. However, its banal fell successful May aft it forecasted 2026 income to travel successful betwixt $710 cardinal to $725 million.

If Fastly reached the apical of that range, it would beryllium astir a 16% year-over-year summation implicit 2025 gross of $624 million. That maturation did not impressment Wall Street, starring to a banal sell-off.

AppLovin expects its Q2 income to proceed the inclination of quarter-over-quarter increases, forecasting astir $1.9 billion. The company's unthinkable gross enlargement demonstrates the lucrative quality of the mobile advertizing market.

Consequently, AppLovin banal trades astatine a precise precocious valuation versus Fastly. At a price-to-sales ratio of 28, AppLovin is costly compared to Fastly's income aggregate of four. While Fastly isn't the accelerated 1 erstwhile it comes to gross growth, its dilatory and dependable enlargement done high-margin products enabled the institution to execute grounds first-quarter gross borderline of 62.5%.