The point of this $APP post is to show that Adam’s incentives are directly tied to the stock price. If he didn't believe in his own company, why would he still own 9% of it? Or why he didn’t sell most of it when it was at ATHs few months ago? He has talked numerous times about how he plans to take $APP to $1T market cap! I don’t know about you, but that's the kind of CEO I want running a company I invest in.

Unfortunately, there's been no pump. Looking forward to earnings. $APP

AppLovin will hit at least $500 by the end of the year

Get more from your AppLovin campaigns. 🎬 Our BD team answers your top questions on creative testing, budgets, scaling spend, and more. Check out their best tips.

$APP | Citi maintains 𝗕𝘂𝘆 on 𝗔𝗽𝗽𝗹𝗼𝘃𝗶𝗻, cuts PT to $𝟱𝟬𝟬 from $𝟲𝟬𝟬

WoW $APP Shopify category change... Home & Garden: 2,613 → 3,050 (+16.72% WoW) Beauty & Fitness: 2,613 → 2,924 (+11.90% WoW) Apparel: 2,710 → 2,727 (+0.63% WoW) None: 1,626 → 2,200 (+35.30% WoW) Health: 1,368 → 1,383 (+1.10% WoW) Pets & Animals: 671 → 761 (+13.41% WoW) Food & Drink: 710 → 738 (+3.94% WoW) People & Society: 393 → 456 (+16.03% WoW) 'None' is likely drop-shipping related, but underlying growth remains strong, especially in 'Home & Garden' category 👀

Adam owns 9% of $APP or around 30M shares. That means that for every $10 increase in the stock price, that represents $304 million in additional paper wealth for Foroughi. Trust me, if anyone is feeling the current drawdown, is him.

Jim Cramer on $APP AppLovin: “It’s come down a lot, but in the end AppLovin is in the crosshairs of $GOOGL Alphabet and I don’t want to be there. ... I’m just going to have to say no.”

It’s a bit of code web shops install that pipes data to AppLovin so $APP can better target customers. It indicates interest, but it’s very low-effort and doesn’t mean that shop will spend on $APP. It gets attention because it’s publicly available and investors lack other data.

Ten years ago, Sam Turgeon was a college dropout living in his mom’s basement. He was tired all the time and had a hunch breakfast was to blame, so he and his co-founder started mixing powders. Everyone, his mom included, wanted to know what he was doing with his life. He went all in anyway. Those basement powders became HOLOS, and today it’s an eight-figure business selling across North America. Helping businesses grow is the core of what we do, and stories like this never get old.

$APP executive Rafael Vivas was asked if AppLovin delivers higher quality customers than other ad platforms. To find out they analyzed 3 years of data from BeautyBrands, matching it against Shopify data and channel-level UTMs. The result? 50% HIGHER customer lifetime value (LTV)! 🤯 So basically, advertisers aren't just getting more customers, they're getting better ones! Now as Rafa mentions not every category sees that gap, but this is a strong sign that AppLovin's ecom push is working.

Say what you will about long term prospects, but betting against $APP going into Q4/BFCM when they have growing share of ecommerce wallet is probably not going to work out.

$APP AXON pixel installs up 11.48% 16,550 → 18,450 A HUGE WoW increase Almost the same % increase as a few weeks ago, but the biggest absolute increase ever 😳

AppLovin records revenue net of publisher payments so it will naturally have higher margins. If $APP recorded revenue gross of publisher payments its operating margin would be 25-35%

AppLovin CEO on E-commerce Business... "...we always got the push back from anyone who's covering the business, whether analyst, investor, someone scrutinizing the business of... 'well, you only have gaming data, so how could it work?' Well, one one thing that I lose sight of is that it's a billion people on the other side, not a billion just people who are only playing games and doing nothing else. So, if you understand the person, then you can actually deliver value to them outside of just a game-to-game scenario. You can ONLY do that with a very sophisticated model." – Adam Foroughi, CEO & Founder $APP