AppLovin

Agentic commerce can’t stop, won’t stop; Perplexity is officially done with its ads business; and AppLovin may launch its own social media platform.

Twitch gets into pause ads; CEOs would love to stop talking about AI agents; and so would brands and publishers, actually!

AppLovin’s profits and revenue are skyrocketing—but investors aren’t buying the story, sending shares tumbling 20%.

Wall Street is falling out of love with SaaS; OpenAI has an “ads integrity” unit; and the Super Bowl is getting more personalized.

We break down some of the most interesting financial trends coming out of Q3 earnings reports, and what rises to the level of being worth covering in the first place.

AppLovin may be facing heat over its data privacy practices, but soaring profits and big AI ad bets have investors cheering anyway.

The pivot to AI has led to a gap in many SaaS and ad tech companies’ payment models; AppLovin bounces back in Q2; and Grok might be your newest media planner.

The Trade Desk makes the S&P 500, triggering a stock price rebound; Estée Lauder is the latest big legacy brand to embrace influencers; and CMOs are trying to measure their return on AI, but it’s tricky.

AppLovin’s CEO has reluctantly embraced the spotlight; Democrats are still failing on digital ads; your daily TikTok habit might actually be a good thing.

Google’s pivot on IP addresses shows it fears competition; the FTC investigates media watchdogs for advising brands not to spend on X; and Mondelez accuses Aldi of copying its snacks.

AppLovin has Axon, and now Unity has Vector AI, which was made generally available to all Unity advertisers and developers on Wednesday.

The wave of CDP consolidation is riding strong. Plus, AppLovin CEO Adam Foroughi responded to reports that short sellers are targeting the company.

AppLovin’s stock popped by more than 28% in after-hour’s trading Wednesday on the news that it plans to offload its entire apps business at a $900 million asking price by next quarter.

What is incrementality testing? “I’ve been doing more interviews with journalists lately and realize I need a better answer to this question,” says Haus Head of Strategy Olivia Kory.

AppLovin’s ecommerce advertising beta program has sparked optimism and speculation. Plus, the results of YouTube’s auto-reply program have been mixed.

On Tuesday, mobile video ad platform LoopMe bought mobile monetization platform Chartboost from mobile game publisher Zynga. That’s a lot of mobile. But with more scale and direct connections to app publishers, said LoopMe CEO Stephen Upstone, “more brand dollars are going to move into the app environment.”

Publicis outperforms its agency holding company rivals because of three primary factors: technology strategy, leadership and deal-making.

AppLovin might be the next breakout in retail media. Plus, some advertiseres have already turned off TikTok Smart+.

Advertisers worried about MFA could take a cue from the mobile app ecosystem and focus on performance instead of viewability. 

In today’s newsletter: AppLovin raises $144 million and buys video shopping app Flip; Google agrees to disclose that it collects data from Incognito users; and why Trader Joe’s is (and isn’t) the Shein of grocery stores.

In today’s newsletter: Microsoft Edge debuts its Ad Selection API, a PAAPI competitor; the EU’s DMA is live; and OhHello aims to help ad industry employees network.

How does AppLovin’s AI-powered targeting software work? Who knows. And other musings on AppLovin’s Q4 earnings.

Tastemade taps Wurl for performance marketing campaigns that direct viewers to its FAST channels while lowering customer acquisition costs.

Last year, Mode started testing AppLovin’s mobile user acquisition platform, AppDiscovery, to determine which in-app events are most valuable and target new cost-conscious Android users.

To make sense of changes to mobile campaign reporting, marketers need to understand postbacks ­– the most essential element of mobile attribution.

Is it possible to get through an earnings call in 2023 without talking about AI? Apparently not! AppLovin spent most of its Q2 earnings call on Wednesday hyping Axon 2.0, the latest version of its AI-based ad tech platform, which the company released last quarter. Axon uses predictive machine learning to target app-install ads to […]

Historically, AppLovin made most of its revenue from its portfolio of apps. Now the company appears to be nearly finished with the bloodletting necessary to transform itself into a primarily software-focused business.

AppLovin has added CTV supply from streaming video distribution platform Wurl, which it acquired last March, to its mobile user acquisition platform, AppDiscovery. AppLovin’s marketer clients can now buy CTV inventory on a cost-per-install basis.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Layser Focused Stephanie Layser, former News Corp VP of ad tech, data and identity products, joined Amazon Web Services a year ago as global head of publisher ad tech solutions. And she just recorded a podcast with Marketecture about what she’s been up […]

ATT’s impact has been especially hard on game app developers, with the average cost per install on iOS up 88% from Q1 2021, the last quarter before the rollout of ATT. To adapt, app marketers have been using probabilistic data and methods to reach opted-out users.