APP vs TEM: AI Stock Comparison

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

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Tie: both score 4/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$APP
AppLovin Corporation
AI-driven ad platform for apps and e-commerce.
$TEM
Tempus AI, Inc.
AI-powered precision-medicine diagnostics and data.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 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) $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
Revenue (latest quarter) $411.5M
10-Q period ended 2026-09-30; +23% y/y · SEC filing
Operating income -$56.9M
Same quarter; -14% operating margin · SEC filing
Net income -$14.9M
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone tracked
Most recent reported
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.
Nov 2, 2026
Tempus AI, Inc. reports quarterly results · source
AI-driven diagnostics; a pure-play AI healthcare name. Revenue: $411.5M (+23% y/y), per 10-Q.
Key risks
  • “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
  • “We have incurred significant losses since inception, we may continue to incur losses in the future, and we may not be able to generate sufficient revenue to achieve and maintain…” — 10-K risk factor (filed 2026-02-24) · source
  • “If we cannot compete successfully with our competitors, we may be unable to increase or sustain our revenue or to achieve and then sustain profitability.” — 10-K risk factor (filed 2026-02-24) · source
AI angle

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

Tempus combines genomic testing with a large clinical data set and AI models for diagnostics and drug development.

Full analysis: $APP →Full analysis: $TEM →

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