Great piece! Shifting deeper into advertising while differentiating from traditional platforms is a smart move. The potential in that space is huge. Let's see if there's any merit to short-seller reports, but either way, the growth path is there. Thanks for the insights in the business, and solid work on the valuation! Will keep watching.
Thanks for the comment. I also think the Vurl acquisition was brilliant. They paid only $380M and now can push out streaming ads to their existing demand-side clients.
Tough business to understand if you don't have a little background in advertising sales. Great piece, thank you spending the time explaining!
Great piece! Shifting deeper into advertising while differentiating from traditional platforms is a smart move. The potential in that space is huge. Let's see if there's any merit to short-seller reports, but either way, the growth path is there. Thanks for the insights in the business, and solid work on the valuation! Will keep watching.
Thanks for the comment. I also think the Vurl acquisition was brilliant. They paid only $380M and now can push out streaming ads to their existing demand-side clients.
no it is not lmao
Would you mind sharing your biggest issue with the company? Is it the short reports?
Insightful take! AppLovin’s AI-driven ad loop is impressive—excited to see how they scale this advantage.
Great that you flag the short seller report.
Awesome content. I can confidently say I know what the company does thanks to you.
Thanks a lot for all the info.
Glad to help, Raj!