APPUMETA

Preview|APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth Robust; Unity Quarterly Channel Checks

Mo·May 4, 2026

APP seeing no META headwind; AXON CPA -19% YoY and gaming ROAS up; e-comm now 32% of spend lifts 1Q26.

We recently spoke with seven AppLovin and Unity industry experts and gathered updates on several key topics

  1. AppLovin quarterly channel checks
  2. APP e-commerce progress
  3. META’s entry into the gaming ad market and its impact on AppLovin
  4. Unity quarterly channel checks

APP Budget Trends

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