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Upturn AI SWOT - About
Applovin Corp (APP)
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Upturn Advisory Summary
04/22/2025: APP (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 911.27% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 90.64B USD | Price to earnings Ratio 60.98 | 1Y Target Price 439.73 |
Price to earnings Ratio 60.98 | 1Y Target Price 439.73 | ||
Volume (30-day avg) 9784933 | Beta 2.39 | 52 Weeks Range 60.67 - 525.15 | Updated Date 04/26/2025 |
52 Weeks Range 60.67 - 525.15 | Updated Date 04/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.54 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 33.55% | Operating Margin (TTM) 44.35% |
Management Effectiveness
Return on Assets (TTM) 20.87% | Return on Equity (TTM) 134.67% |
Valuation
Trailing PE 60.98 | Forward PE 48.08 | Enterprise Value 93455556304 | Price to Sales(TTM) 19.25 |
Enterprise Value 93455556304 | Price to Sales(TTM) 19.25 | ||
Enterprise Value to Revenue 19.85 | Enterprise Value to EBITDA 39.89 | Shares Outstanding 307673984 | Shares Floating 233014171 |
Shares Outstanding 307673984 | Shares Floating 233014171 | ||
Percent Insiders 22.61 | Percent Institutions 71.25 |
Analyst Ratings
Rating 4.37 | Target Price 457.16 | Buy 5 | Strong Buy 17 |
Buy 5 | Strong Buy 17 | ||
Hold 4 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Applovin Corp
Company Overview
History and Background
AppLovin was founded in 2012. It initially focused on helping mobile game developers grow their user base and monetize their apps. It has evolved into a comprehensive platform for app developers, offering tools for marketing, monetization, and analytics. The company went public in April 2021.
Core Business Areas
- Software Platform: Provides tools and services for app developers to automate and optimize the marketing and monetization of their apps. Key products include MAX, a mediation platform, and AppDiscovery, a marketing automation tool.
- Apps: Develops and publishes its own portfolio of mobile games. This segment generates revenue through in-app purchases and advertising within these games.
Leadership and Structure
Adam Foroughi is the CEO and co-founder. The organizational structure involves distinct teams for the software platform and apps businesses, along with central functions like finance, marketing, and technology.
Top Products and Market Share
Key Offerings
- MAX (Mediation Platform): A leading in-app bidding mediation platform that helps app developers maximize their advertising revenue by connecting them to multiple ad networks. Market share fluctuates but is considered a major player. Competitors include ironSource, Unity Ads, and Google AdMob.
- AppDiscovery: A marketing automation platform that helps app developers acquire new users and optimize their marketing campaigns. AppLovin uses its own platform to promote its own games as well as those of other developers. Competitors include Liftoff, ironSource, and Facebook Ads.
- Lion Studios: The company's own hyper-casual game production branch. Has produced many top charting games. Competitors include Voodoo, SayGames and CrazyLabs.
Market Dynamics
Industry Overview
The mobile app ecosystem is a large and rapidly growing market, driven by increasing smartphone penetration and consumer engagement with mobile apps. The market is competitive, with numerous players offering marketing and monetization solutions.
Positioning
AppLovin is positioned as a leading provider of comprehensive solutions for app developers. Its competitive advantage lies in its integrated platform, which combines marketing, monetization, and analytics tools.
Total Addressable Market (TAM)
The global mobile advertising market is estimated to be worth hundreds of billions of dollars. AppLovin is positioned to capture a significant portion of this TAM by helping app developers optimize their marketing and monetization efforts.
Upturn SWOT Analysis
Strengths
- Comprehensive platform
- Strong user base
- Proprietary technology
- Established brand
- Data-driven approach
Weaknesses
- Reliance on the mobile app ecosystem
- Competition from larger players
- Volatility in the mobile advertising market
- Dependence on Apple and Google platform policies
Opportunities
- Expansion into new geographies
- Development of new products and services
- Acquisitions of complementary businesses
- Growth in emerging markets
- Adoption of new technologies like AI and machine learning
Threats
- Changes in mobile advertising regulations
- Increased competition
- Economic downturn
- Technological disruption
- Changes to Apple's IDFA policy which can affect ad targeting
Competitors and Market Share
Key Competitors
- IRON
- UNITY
- GOOGL
Competitive Landscape
AppLovin competes with other mobile advertising platforms. It has a strong user base and proprietary technology but faces competition from larger players like Google and Facebook.
Major Acquisitions
MoPub from Twitter
- Year: 2022
- Acquisition Price (USD millions): 1050
- Strategic Rationale: Acquisition of MoPub was intended to expand AppLovin's reach and capabilities in the mobile advertising ecosystem. However, they sunsetted MoPub in 2022.
Growth Trajectory and Initiatives
Historical Growth: AppLovin has experienced significant growth in revenue and user base over the past few years, driven by the increasing demand for mobile app marketing and monetization solutions.
Future Projections: Future growth projections vary based on analyst estimates. Factors such as market growth, competition, and technological innovation will influence future performance.
Recent Initiatives: Recent initiatives include strategic acquisitions, product development, and expansion into new markets.
Summary
AppLovin is a significant player in the mobile advertising ecosystem with a comprehensive platform and a large user base. The company benefits from its proprietary technology and established brand but faces challenges from competition and changes in the mobile advertising market. Strategic acquisitions and product development are crucial for future growth. Investors should monitor AppLovin's performance in a dynamic market, especially related to the reliance on the mobile app ecosystem.
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Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Third-party market research
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Applovin Corp
Exchange NASDAQ | Headquaters Palo Alto, CA, United States | ||
IPO Launch date 2021-04-15 | CEO - | ||
Sector Technology | Industry Software - Application | Full time employees 1533 | Website https://www.applovin.com |
Full time employees 1533 | Website https://www.applovin.com | ||
AppLovin Corporation engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally. It operates through two segments, Advertising and Apps. The company offers AppDiscovery, an advertising solution, which matches advertiser demand with publisher supply through auctions; MAX, an in-app bidding technology that optimizes the value of a publisher's advertising inventory by running a real-time competitive auction; Adjust, a measurement and analytics marketing platform that provides marketers with the visibility, insights, and data needed to scale their apps marketing; and Wurl, a connected TV platform, which distributes streaming video for content companies and provides advertising and publishing solutions through its AdPool, TVBits, BrandDiscovery, ContentDiscovery, and Global FAST Pass products. It also provides SparkLabs, which uses app store optimization to enhance ad visibility; AppLovin Exchange, which connects buyers to mobile and CTV devices through a single RTB exchange; and Array, an end-to-end app management suite for mobile operators and end users. In addition, the company operates various free-to-play mobile games through its own or partner studios. It serves individuals, small and independent businesses, enterprises, advertisers and advertising networks, mobile app publishers, and indie studio developers. AppLovin Corporation was incorporated in 2011 and is headquartered in Palo Alto, California.
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