Competitive PositionAppLovin’s advertising stack is not easily replicable, underscoring its competitive position.
E-commerce GrowthThe rapid scale of AppLovin’s e-commerce business has reached a billion-dollar run rate within months.
Financial PerformanceAPP's execution, fundamentals, and strong level of valuation support on GAAP PE give confidence the stock will outperform moving forward.
Market Share And InnovationAPP has consistently gained share in gaming ads and has built scale in non-gaming advertising far faster than previously expected.