AppLovin Corporation

APPleader

AppLovin is a mobile advertising technology company whose AXON AI engine delivers exceptional mobile ad performance. Its software platform generates ~80% gross margins and has grown >100% YoY, disrupting incumbents like Unity and IronSource.

⇄ Compare

Продукты и выручка

Доля выручки продукта

Структура выручки ($4.7B)

Статические данные (загрузка финансов…)

Software Platform (58%)

Apps Portfolio (42%)

Структура сегментов и ключевые клиенты

Подробности продукта

AXON AI Advertising Engine65%

AI-powered mobile advertising platform that matches app install and in-app purchase ads to users with exceptional ROAS. The 'magic' behind AppLovin's rapid growth.

MAX In-App Bidding20%

Mediation platform used by 170,000+ apps to maximize ad revenue through real-time bidding.

AppDiscovery & Apps Portfolio15%

Performance marketing platform for user acquisition, plus AppLovin's own casual mobile games portfolio.

Связи цепочки поставок

Конкуренты

Meta Platforms

Mobile advertising

Влияние: competing for mobile ad budgets

The Trade Desk, Inc.

Programmatic advertising

Влияние: expanding to CTV

Макро- и рыночный контекст

IT / 소프트웨어Новости сектора

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Предстоящие катализаторы

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

AI-анализ

Нажмите "Получить AI-анализ" для анализа цепочки поставок AppLovin Corporation.

Информация о компании

Штаб-квартира

Palo Alto, CA

Основана

2012

Сотрудники

1,700

Веб-сайт

applovin.com

Обзор сектора — IT / 소프트웨어

Новости сектора