AI vs APP: AI Stock Comparison

C3.ai, Inc. vs AppLovin Corporation: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$AI scores higher on AI exposure (5/5 vs 4/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AI 🏆
C3.ai, Inc.
Enterprise AI application software (C3.ai).
$APP
AppLovin Corporation
AI-driven ad platform for apps and e-commerce.
AI exposure score⚡⚡⚡⚡⚡ 5/5⚡⚡⚡⚡⚡ 4/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)Not shown (multiple share classes or no recent cover-page figure)
CategoryAI softwareAI software
Key metrics
Revenue (latest quarter) $52.4M
10-Q period ended 2026-07-31; -25% y/y · SEC filing
Gross margin 31.8%
Gross profit / revenue, same quarter · SEC filing
Operating income -$98.3M
Same quarter; -188% operating margin · SEC filing
Revenue (latest quarter) $2.18B
10-Q period ended 2026-09-30; +55% y/y · SEC filing
Operating income $1.71B
Same quarter; 78% operating margin · SEC filing
Net income $1.44B
Same quarter · SEC filing
Next earnings
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 2, 2026 expected
C3.ai, Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Nov 4, 2026
Applovin Corporation reports quarterly results · source
AI-driven ad engine; one of the market's AI winners. Q3 revenue $2.19B (+55% y/y); net income $1.44B (+72%); Adjusted EBITDA $1.84B.
Key risks
  • “Because we derive substantially all of our revenue from subscriptions to our C3 AI Software and Center of Excellence support services, failure of Enterprise AI solutions in general and our…” — 10-K risk factor (filed 2026-06-24) · source
  • “If we fail to respond to rapid technological changes, extend our C3 AI Software, or develop new features and functionality, our ability to remain competitive could be impaired.” — 10-K risk factor (filed 2026-06-24) · source
  • “The development and use of AI in our business, combined with an uncertain regulatory environment, may adversely affect our business, reputation, financial condition or results of operations.” — 10-K risk factor (filed 2026-02-19) · source
  • “Our revenue has been concentrated in the mobile app ecosystem and any failure to successfully expand and diversify our revenue sources beyond the mobile ecosystem could adversely affect our…” — 10-K risk factor (filed 2026-02-19) · source
AI angle

C3.ai sells AI applications and a development platform. Its 10-K notes substantially all revenue comes from its AI software, so adoption pace is the whole story.

AppLovin's AXON machine-learning engine powers its ad business; model performance drives advertiser spend and margins.

Full analysis: $AI →Full analysis: $APP →

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Deep dives: AI next earnings & catalysts · APP next earnings & catalysts · AI earnings this week