AppLovin: Can Anyone Catch The Apex Predator?
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AppLovin: Can Anyone Catch The Apex Predator?
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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.
- 01:08:13 Google's Position
- 01:13:03 Ranking Network Competitors
- 01:16:00 CloudX: A New Player in the Market
- 01:20:18 Future Predictions
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