AppLovin vs Unity: Who's Winning and What Could Change?

Mobile Signal · Nov 9, 2026 · 1h 1m · transcript

AppLovin vs Unity after Q3 2026 earnings: who’s pulling ahead, and what could change? Josh Chandley, Matt and Vincent unpack AXON, Unity Vector, AI ad targeting, D28 ROAS, and the competition shaping mobile gaming user acquisition and ad monetization.

We debate MAX mediation, Unity’s runtime data, reported Silver Lake/PIF buyout talks, and what stronger competition means for publishers. Plus: could Meta and Google challenge AppLovin on iOS?

CHAPTERS

00:00 AppLovin vs Unity: Is the Gap Widening?

03:20 Election Spending and Advertising Demand

06:00 AppLovin Self-Serve and Vector Advertiser…