AppLovin

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• bullish endorsement Unattributed

  AppLovin connects you with over a billion potential new customers in mobile games. AppLovin allows you to capture undivided attention. AppLovin ads are full screen videos that are watched for an average of 35 seconds. That is retention that blows other ad platforms out of the water. And you can launch on AppLovin in minutes. You set the goal and AppLovin achieves it. No complex setup, no expertise needed. And AppLovin scales quickly. They can put your ads in front of over a billion potential cus

• bullish assessment Unattributed

  And by the way, one point Adam would make if he was here, and I think it's important to state, he's not doing this because he's a masochist that loves to fire people, right? The reason he did this is he believed that that's the shape the company needed to be in to win and out-compete, right? So I think that's really important. It's not like, oh my gosh, all of a sudden I want to be much more efficient. And I think that, you know, I can create so much more value. I believe this is what the compan

• bullish assessment Unattributed

  And now, you know, a company with a high growth rate that's profitable, that's thriving, is lowering headcount because of AI. It really struck me that there's a level of confidence in a company's use of AI if they're willing to actually reduce headcount. And a lot of companies give lip service to their using AI, but a willingness to reduce headcount is a different level.

• bullish fact_claim Unattributed

  So back to the Apple 11 slide. So in four years, they doubled the revenue per employee.

• bullish endorsement Unattributed

  But Apple Oven has done as good a job as anyone.

• bullish assessment Unattributed

  And what this slide does is it will track app-loving, a public company run by a brilliant, in my opinion, generational entrepreneur. And it basically looks at two things. One, it looks at the revenue of the company annualized since Q2 2021. So that's the blue line. And second, the employee count over that same period, right? And basically, 2021, big opportunity. I got to hire tons of employees to kind of try and capture it. What else can I do, right? Then realizes, oh my God, my company's gone t

• bullish assessment Unattributed

  92 was about how AppLovin has gone AI first and had massive, you know, margin expansion or revenue per employee.

• bullish fact_claim Unattributed

  Other businesses have seen immediate results scaled to hundreds of thousands of dollars of spend per day and increased their revenue by millions.

• bullish endorsement Unattributed

  You can launch on AppLovin in minutes. You set the goal and AppLovin achieves it. No complex setup, no expertise needed, and AppLovin scales quickly.

• bullish endorsement Unattributed

  AppLovin connects you with over a billion potential new customers in mobile games. AppLovin allows you to capture undivided attention. AppLovin ads are full-screen video ads that are watched for an average of 35 seconds. That is retention that blows other ad platforms out of the water.

• neutral fact_claim Adam Foroughi

  we're not going to approve your financing with China because its trade see it's a good I mean what is their rationale it's like trade secrets to install clash of clans

• bullish assessment Adam Foroughi

  we came out of it great

• bullish fact_claim Adam Foroughi

  we were able to grow the business three times while that was going on

• neutral fact_claim Adam Foroughi

  we did the deal in November 2017 who you dude the same people it was with the same fund because they had their government I capital yeah so it was a billion with them

• neutral fact_claim Adam Foroughi

  they were able to skip rounds of funding because they were cashflow positive so you teach your first round and you only diluted whatever remembers on 17 percent for four million dollars at the 25 million twenty nine post

• neutral fact_claim Adam Foroughi

  I just made a couple calls to angels for over 25 million dollar round closed it within a couple days move forward never raise another dollar

• neutral fact_claim Adam Foroughi

  we bootstrapped and we were fortunate enough to have our own money so we put a bit of money to work but we didn't need to put much like 1 million bucks was a little less yeah we launched some March 2012 we try to raise in May heard the knows million over for we rolled in a few hundred thousand dollars rolled out forward to the end of the year million dollar a month revenue run rate covering cost

• neutral fact_claim Adam Foroughi

  we were able to evolve from a marketing business to a much broader gaming business and that ended up being our compelling story that grew our evaluations a lot from that original turn down one over four

• neutral assessment Adam Foroughi

  it's high quality but limited the the beautiful part about an arbitrage based marketing model is gaming companies or any company in general that has a revenue model I can track marketing dollars against that revenue model and make a spread will spend as much money as they have in their bank account so simple math if you know you're gonna make $3 on an install you'll spend a dollar 50 on that install infinite times right it sure it ends on timing and cash in your bank account and that's your only

• bullish prediction Adam Foroughi

  what will 5g what impact will 5g have on all of this oh this is just positive yeah more speed more downloads heavier file size more storage you're gonna get just more immersive user experiences and then connect that what they are and all new emerging technologies and you're gonna get just a world where people are going to play more games on their phone it's the most affordable form and most

• bullish assessment Adam Foroughi

  the games that exist today on mobile dramatically better than what they were and it's not because developers somehow got smarter designers got smarter it's just because of the hardware improving the GPUs

• bullish prediction Adam Foroughi

  as the hardware gets better and as connectivity shifts to 5g and improves in terms of speed you're gonna get more and more consumer consumption happening and intersected with gameplay think how good games can become as Hardware improves

• bullish assessment Adam Foroughi

  we're seeing a peak in developed countries in terms of adoption just because everybody now has one to three mobile devices where can you get new new emerging markets are still growing so you're still seeing a ton of adoption in India and China and Brazil so we're a global company only 30 percent of our users are from the US and that's the beauty of the mobile app ecosystem is it is global inherently

• bullish assessment Unattributed

  these gaming companies that are scaled have a ton of revenue that's just owned and will just pour down to the bottom line and then they do market for new users as well so they're in a very good position because of this huge user base

• bullish fact_claim Unattributed

  candy crush in the Kings suite of products are publicly reported and I think it's around a billion dollars a year subsidiary three million dollars a day in revenue

• bullish assessment Unattributed

  these gaming companies were able to really increase the cost per install over time and get to a very efficient point because they've got an arbitrage that's fully measurable

• bullish assessment Unattributed

  the gaming ecosystem started exploding in usage and everywhere you go now people are playing mobile games

• bullish assessment Unattributed

  the ad ecosystem became really high value because people started playing these free-to-play games ... that commercial ended up high value and a lot of times it ends up a commercial for another app and that leads to probably the largest form of app discovery today and that's you remain business people that's a part of our business

• bullish assessment Adam Foroughi

  I realized there was a need for a marketing platform and so we just went back to what we knew and dumped the apps refactored what we were building and got into marketing

• bullish fact_claim Adam Foroughi

  it's over a hundred million in revenue how many employees now we have about two hundred and thirty two hundred thirty so this is an efficient company then yeah we're pretty lean we try to keep it that way

• bullish assessment Jason Calacanis

  the company since that time has come worth over two billion dollars and raised over a billion dollars and I'm assuming makes hundreds of millions of dollars I'm in the ballpark you're in the ballpark it's gotta be nine figures if it's worth two billion right

1. 2028-03-19 as the hardware gets better and as connectivity shifts to 5g and improves in terms of speed you're gonna get more and more consumer consumption happening and intersected with gameplay think how good games can become as Hardware improves · Prediction · confirmed
2. 2028-03-19 what will 5g what impact will 5g have on all of this oh this is just positive yeah more speed more downloads heavier file size more storage you're gonna get just more immersive user experiences and then connect that what they are and all new emerging technologies and you're gonna get just a world where people are going to play more games on their phone it's the most affordable form and most · Prediction · confirmed

VentureSignalScore 79/100 for applovin, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage