AppLovinAppLovin is a US-based application technology company that provides a platform of end-to-end software and artificial intelligence (AI) solutions for mobile app developers to promote, monetise, analyse, and publish apps.
AppLovin is a US-based application technology company that provides a platform of end-to-end software and artificial intelligence (AI) solutions for mobile app developers to promote, monetise, analyse, and publish apps.
AppLovin’s industry leading ad-matching software Axon 2.0 algorithm self learns each day, reducing the risk of competitors catching up. AppLovin dominates in its niche of serving ads for games within other games by increasing customer return on advertising spend and thereby inducing them to spend more. This has led to an expansion of AppLovin’s total addressable market.
We view AppLovin positively, given the strong roll-out and adoption of its Axon 2.0 software, which is driving rapid revenue growth. This software has enabled AppLovin to shift its strategic focus to its ad-tech business and expand beyond gaming advertisements to e-commerce and other non-gaming segments.
