AppLovin Can Grow As Marketing Budgets Shrink
Group 1 - AppLovin is positioned strongly in various economic climates due to its data-driven and AI-native features [1] - There is a shift in marketing spend from linear television to more engaging platforms like mobile applications and CTV [1] - The analyst, Michael Del Monte, has over 5 years of experience in equity analysis and a macro-value-oriented approach to investment [1]