AppLovin Corp.

APP

"Continues to develop its app marketing platform, software solutions, and game publishing business."

AppLovin Corp. logoBusiness Lines

Software Platform

Key Metrics

Software Revenue, Enterprise Clients

Growth Driver

AI-Powered Ad Engine (AXON)

Advantage

Proprietary AI & Data Scale

Use Case Solved

Mobile App Marketing & Monetization

Market Position

Leader in Mobile Ad Tech

Quantified Position

58% revenue growth from software

Apps (First-Party Content)

Key Metrics

In-App Purchase Revenue, DAUs

Growth Driver

New game development and acquisitions

Advantage

Distribution through own network

Use Case Solved

Mobile gaming and entertainment

Market Position

Portfolio of mobile games

Quantified Position

Generates data for the Software Platform

Attributes

Fcf Yield Pct

2.1

Next Year Revenue Growth Pct

58.4

Subscription Revenue Pct

~1%

Marketing And Sales Pct

>75%

Capex Pct

<1%

Single Point Of Failure

Privacy policy changes that restrict data tracking.

Insider Ownership Pct

30.90%

Gross Margin Pct T T M

79.30%