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AppLovin: The Ad-Tech Underdog With Explosive Margins
APPApplovin(APP) Seeking Alpha·2025-04-17 14:59

AppLovin (NASDAQ: APP ) is undergoing a vital shift from mobile gaming to becoming a pure-play ad-tech powerhouse through its AI-powered AXON platform. With the majority of Q4-24 revenue now stemming from advertising and a divestiture of its Apps segment, theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc ...