AI EXPOSURE
AppLovin
The closest thing here to a pure AI revenue line, and still not a disclosure: the company says substantially all revenue comes from an ad engine it calls AI, but never puts a percentage on it. The model is the product, so there is no non-AI half to fall back on.
Not disclosed
Advertising revenue: $5.48bn in FY2025, all of continuing revenue, from an engine the company calls Axon AI
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