AppLovin: Can Anyone Catch The Apex Predator?
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 skinny
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