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从Applovin及汇量财报看AI赋能营销
AIRPO·2024-11-21 07:10

Key Points Industry/Company 1. Focus on AI Smart Marketing: The discussion centers around AI smart marketing, specifically highlighting the performance of two companies, Huili Technology and Apple Lovely, in their Q3 earnings. 2. Huili Technology: The company reported revenue of $1.05 billion for the first three quarters of 2024, a 36% increase year-over-year. The company's profit was $19.16 million, a 37.4% increase year-over-year. 3. Apple Lovely: The company's Q3 revenue was $416 million, a 54.6% increase year-over-year and a 23.6% increase sequentially. Core Views and Arguments 1. Programmatic Advertising Platform Growth: Huili Technology's programmatic advertising platform, MintGrow, recorded revenue of $402.5 million, a 57.6% increase year-over-year and a 25.7% increase sequentially. 2. Smart Bidding Product Success: The company's smart bidding product, based on machine learning, has been well-received in the market, with its revenue contributing over 60% of MintGrow's total revenue in the first half of 2024. 3. Expansion into Non-Gaming Categories: The company has expanded into non-gaming categories such as e-commerce and social media, with e-commerce becoming a significant driver of growth, recording revenue of $108 million in Q3 2024, a 98.5% increase year-over-year. 4. AI Advertising Engine: The company's AI advertising engine, Exon 2.0, has been instrumental in driving growth, helping advertisers improve their return on investment in the advertising market. Other Important Content 1. Focus on Ad Technology and Gaming: The research focuses on companies involved in ad technology and gaming, with a particular emphasis on Huili Technology's strong performance. 2. Recommendations: The analyst recommends focusing on companies like Yidu Tianxia, Blue Focus, Shenguang Yili, and Tianai She, highlighting the potential for growth in the advertising technology and gaming sectors. 3. AI Application: The application of AI in advertising technology is expected to bring incremental business opportunities for companies in the sector.