Trade Desk Growth Slows to 18% as AppLovin Accelerates With 68% Revenue Jump

"AppLovin's quarter showed the power of its AXON 2.0 AI engine. Revenue jumped 68% year-over-year to $1.41 billion, crushing the $1.34 billion estimate. The AI-driven mobile app monetization platform generated $836 million in net income, up 92% from last year. Operating margin hit 76.8%, an extraordinary level for a growth company. CEO Adam Foroughi's team produced $1.05 billion in operating cash flow."

"The Trade Desk grew revenue 18% to $739 million, topping the $719 million estimate by a smaller margin. CEO Jeff Green emphasized momentum from the Kokai platform and new products like Audience Unlimited and OpenAds. Operating income rose 49% to $161 million, but net income growth of 23% lagged revenue expansion, signaling margin pressure. Operating cash flow declined 18% year-over-year to $225 million, and the cash position dropped 47% to $653 million."

AppLovin posted robust results driven by its AXON 2.0 AI engine, with revenue up 68% to $1.41 billion and net income of $836 million, a 92% increase. Operating margin reached 76.8% and operating cash flow totaled $1.05 billion. Management increased the buyback authorization by $3.2 billion and repurchased $571 million in Q3. The Trade Desk grew revenue 18% to $739 million and operating income rose 49% to $161 million, but net income growth lagged and operating cash flow fell 18% to $225 million, while the cash balance declined 47% to $653 million, raising growth and positioning concerns.

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