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AppLovin reports Q3 revenue up 55% YoY to $2.18B, above $2.07B est., and forecasts Q4 revenue above estimates; APP surges 20%+ after hours (William Gavin/MarketWatch)

AppLovin's stock is popping after ‘clearly positive’ earnings results — AppLovin's forecast impressed investors.

  • AppLovin's Q3 revenue up 55% YoY to $2.18B, surpassing $2.07B estimate
  • EPS of $4.30 exceeds forecast of $4.03, reflecting 75% YoY increase
  • Company forecasts Q4 revenue above $2.25B estimate at up to $2.39B

Datadog: 3 Key Takeaways for Long-Term Investors

All 15 of the top 15 AI leaders use Datadog's tools, and its non-AI business is also accelerating.

  • Datadog's enterprise software monitoring demand grows independently of AI boom
  • Non-AI customers' revenue accelerates for fifth consecutive quarter, reaching double digits YoY
  • Core infrastructure monitoring suite reaches $2B ARR, growing at mid-30% YoY

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