The Surge of AppLovin

AppLovin's remarkable growth to surpass a $100 billion market cap highlights its significant role in the mobile gaming advertising industry. The company's strategy includes effectively managing both the demand and supply sides of mobile game ads, ensuring they can offer competitive pricing and ad placement solutions. AppLovin has been particularly successful in navigating the post-ATT landscape, where traditional methods of user tracking have been disrupted, and it has capitalized on its broad inventory to adapt. This dual ownership of ad buying and placement channels positions AppLovin as a unique player within a traditionally fragmented market.