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.

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产品与营收

产品营收占比

营收构成 ($4.7B)

静态数据（加载实时财务…）

Software Platform (58%)

Apps Portfolio (42%)

业务板块构成与主要客户

产品详情

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.

供应链关系

竞争对手

Meta Platforms

Mobile advertising

影响: competing for mobile ad budgets

The Trade Desk, Inc.

Programmatic advertising

影响: expanding to CTV

宏观与市场背景

IT / 소프트웨어行业新闻

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

近期催化剂

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

AI 分析

点击「获取 AI 分析」以获得 AppLovin Corporation 的 AI 供应链分析。

企业信息

总部

Palo Alto, CA

成立时间

2012

员工人数

1,700

官网

applovin.com

行业概况 — IT / 소프트웨어

行业新闻