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    Deep Dive: AppLovin (APP) – Can AI-Powered Adtech Sustain Growth in 2025?

    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and growth sustainability AppLovin’s reported Q2 2025 revenue of $1.259 billion reflects a 77% year-over-year acceleration driven by higher net revenue per install, increased ad pricing and scaling of the MAX mediation platform. The company’s first-half 2025 figures show 74% year-to-date growth, and management emphasizes diversification…

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    Comparison: AppLovin vs Unity vs Digital Turbine – Mobile Adtech Winners

    Executive summary AppLovin (APP), Unity (U) and Digital Turbine (APPS) occupy adjacent positions in mobile adtech: AppLovin is a large-scale performance ad platform that recently exited game development to focus on high-margin adtech; Unity is a broader real-time content and monetization platform with a growing ad network and AI-led product push; Digital Turbine is a…

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