
E-com clients unfazed by shorts; APP ROI 10-20% above META, spend expanding and set to accelerate in H2 2025.
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We have been tracking Applovin for a long time.
From our earliest discussions about how Applovin deepens its moat through Mediation, Adjust, and META data transmit.
Then Applovin's e-commerce opportunities,
Next is our highly accurate forecast of Applovin's quarterly performance.
Our response to Applovin's short reports.
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