AppLovin: Can Anyone Catch The Apex Predator?

Описание: AppLovin is the apex predator of in-app ads, and it just keeps pulling away. 59% revenue growth, 90% incremental flow-through to EBITDA, and self-serve going global this month. So can anyone actually catch it?

Host Josh Chandley (WildCard Games) decodes AppLovin's Q1 and the entire competitive field with two seats you rarely get in one room: financial analyst Matthew Kanterman (Blue River Financial Group) on the numbers, and Vincent Février (ex-MoPub mediation, Tap Nation) on the demand and supply sides.

Chapters

00:00 AppLovin: The Apex Predator of In-App Ads
02:07 Insights on AppLovin
06:13 The Self-Serve Moment
16:24 The Impact on Gaming Advertisers
24:13 Strategic Shift to Consumer Apps
31:57 The Impact of Self-Serve on App Monetization
37:34 The Role of Targeting in Ad Monetization
38:15 AppLovin's New Social Media Venture
42:05 Unity's Strategic Shift Post-Iron Source
55:49 Meta's Potential Return to iOS
1:01:59 Winter is coming.
1:08:13 Google's Position
1:13:03 Ranking Network Competitors
1:16:00 CloudX: A New Player in the Market
1:20:18 Future Predictions