AppLovin reported a 59% year-over-year revenue increase for Q1 2026, significantly outperforming Fastly’s 20% growth.
AppLovin (NASDAQ:APP) posted a 59% year-over-year revenue increase for the quarter ended March 31, 2026, driven by strong demand for its mobile app marketing and ad optimization software. The company also reported a 65% net income margin, reflecting robust profitability amid ongoing regulatory scrutiny and the launch of its Gist social networking app.
Fastly (NASDAQ:FSLY), which provides edge cloud computing infrastructure, recorded a 20% year-over-year revenue gain in the same period. However, its net income margin remained negative at -12%, as the company expanded its data center footprint and addressed operational challenges in Tokyo.
The stark contrast in growth rates highlights AppLovin’s rapid expansion compared to Fastly’s more gradual revenue trajectory, a factor likely influencing investor sentiment in the tech sector.