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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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AppLovin is transforming into a pure-play software company, leveraging its AI-driven AXON platform to disrupt digital advertising beyond mobile gaming. The company's advertising segment is the primary growth engine, with strong Q1 FY25 results: 71% YoY revenue growth and expanding margins. The strategic divestiture of the mobile gaming business and a new focus on web-based advertising unlock a much larger total addressable market.
