APP channel check: a former AppLovin employee on the ad-model moat

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APP channel check: a former AppLovin employee on the ad-model moat

Qualitative channel check on a consider-board name from a followed account: former-employee color on whether AppLovin's targeting edge survives Meta/Google competition. Use the ping, verify the claims - it is one person's view of a former employer.

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amit✓ @amitisinvesting
Aug 17

$APP Talked to a former Applovin employee over the weekend, here’s some of his thoughts: - Applovin’s business has been ads within mobile games. It is very profitable, 1B people per day play games, and $META or $GOOGL have not been able to break their moat. But, growth rates

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Qualitative channel check on a consider-board name from a followed account: former-employee color on whether AppLovin's targeting edge survives Meta/Google competition. Use the ping, verify the claims - it is one person's view of a former employer.

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