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APP: Further Response to the Short Report

FUNDA·2025年3月3日

Industry checks say APP’s data-sharing, OEM installs, and attribution are standard, undercutting short report risks.

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Over the past week, I’ve been intensively researching all aspects of the gaming industry. I spoke with representatives from three of the world’s top ten gaming companies and also with contacts at GOOG/META and major Android OEMs, gathering some surprising insights about Applovin.

In today’s report, I’ll cover the following four key topics addressed in the short report:

  1. Is it compliant for Applovin to require customers to provide META data?

  2. Has Applovin stolen revenue from META?

  3. Is Applovin’s OEM partnership for direct downloads compliant?

  4. Is Applovin distributing age-restricted ads to children?

This week I’ll be in SF for the MS Summit—if you’re interested in discussing further, feel free to email me.

Is it compliant for Applovin to require customers to provide META data?

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