海外AI应用2025年前瞻：海外AI应用全线梳理：美股SaaS大周期拉开帷幕，各细分领域如何布局？
光大证券·2024-12-13 02:13
AppLovin的核心竞争力是什么？完整的商业闭环和Dataflow | --- | --- | --- | --- | --- | --- | --- | |----------------|--------|--------|-------------------------------|--------|--------|--------| | | | | 23Q2 23Q3 23Q4 24Q1 24Q2 24Q3 | | | | | 营收（亿美元） | 7.50 | 8.64 | 9.53 | 10.58 | 10.80 | 11.98 | | YoY | -3.4% | 21.2% | 35.7% | 47.9% | 44.0% | 38.6% | | 营业利润率 | 17.68% | 21.58% | 27.82% | 32.28% | 36.53% | 44.89% | | SG&A | 24.27% | 22.88% | 22.05% | 20.6% | 17.62% | 16.23% | | 40 法则 | | | 14.3 42.8 63.5 80.2 80.5 83.5 | | | | ...