Since the last coverage in April, AppLovin’s (NASDAQ: APP ) stock has surged 53%, outperforming the S&P 500’s 13% price gain. Previously, the thesis focused on AppLovin’s early pivot beyond gaming. Its AI-based AXON platform began gaining traction in e-commerce. Now, the current thesis assessesHi, 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, Fel ...

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 ...

Applovin (APP) Q4 2024 Earnings Call February 12, 2025 05:00 PM ET Company Participants David Hsiao - Head of Investor RealtionsAdam Foroughi - Co Founder and Chief Executive OfficerMatt Stumpf - Chief Financial OfficerClark Lampen - Managing DirectorRob Sanderson - Managing DirectorJim Callahan - Vice President - Equity ResearchJames Heaney - SVP - Equity ResearchChris Kuntarich - Internet Equity ResearchAlec Brondolo - Director - Equity ResearchArsenije Matovic - Senior Equity Research Associate Conferenc ...