Competitive AdvantageAppLovin boasts inherent structural advantages like unskippable ad units and cheaper in-app ads, driving higher volumes of traffic.
Market PositionAppLovin is viewed as a pioneer in deploying AI to monetize ad inventory, with revenue growth projected at 30% and an adj EBITDA margin surpassing 60%.
Product DevelopmentAppLovin's commerce offering is expected to scale faster than anticipated, enabling growth for several more years.