APPGOOGLMETASNAPPINS

Updates on Applovin,TikTok,and GOOG

FUNDA·2025年4月23日

Search budgets cut to ~7.6–8% and e-comm pullback can't be backfilled, pressuring GOOG near term.

Disclaimer: The content provided in this newsletter is for informational purposes only and does not constitute investment advice. We are not registered investment advisors, and nothing in this newsletter should be construed as a recommendation to buy or sell any securities. Always do your own research and consult with a licensed financial professional before making any investment decisions.

During our interviews with META Agency experts, we also gathered insights on Applovin, TikTok, and GOOG. Here's a summary.

Recent Applovin Interviews

We've published numerous Applovin interview reports previously, which you can access via the links below.

Our current assessment is that gaming and internet service clients face minimal tariff impact, but e-commerce clients are beginning to feel effects.

The latest developments include Google Play removing several IAA apps and Google Admob's antitrust ruling.

Continue reading with FUNDA

This report is available to subscribers. Sign in or subscribe to read the full analysis.