#  @_DomDav Dom Davies Dom Davies posts on X about $app, applovin, business, meta the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2997800557/interactions)  - [--] Week [------] -56% ### Mentions: [--] [#](/creator/twitter::2997800557/posts_active)  - [--] Week [--] +19% ### Followers: [---] [#](/creator/twitter::2997800557/followers)  - [--] Week [---] +12% ### CreatorRank: [---------] [#](/creator/twitter::2997800557/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) **Social topic influence** [$app](/topic/$app) #45, [applovin](/topic/applovin) #54, [business](/topic/business), [meta](/topic/meta), [$googl](/topic/$googl), [$u](/topic/$u) #134, [linkedin](/topic/linkedin), [if you](/topic/if-you), [$apps](/topic/$apps), [pinterest](/topic/pinterest) **Top accounts mentioned or mentioned by** [@peteschlaefer](/creator/undefined) [@morganwu8](/creator/undefined) [@ad_quant](/creator/undefined) [@adquant](/creator/undefined) [@nietschecapital](/creator/undefined) [@lovinapplovin](/creator/undefined) [@pathtoprofit01](/creator/undefined) [@dtcprophet](/creator/undefined) [@globalcollapse](/creator/undefined) [@mathlonning](/creator/undefined) [@jonahlupton](/creator/undefined) [@treasurybill](/creator/undefined) [@eniac](/creator/undefined) [@nthobject89773](/creator/undefined) [@jake_ayes](/creator/undefined) [@jxyhsns](/creator/undefined) [@roanokecap](/creator/undefined) [@dogballscapital](/creator/undefined) [@nyury1011](/creator/undefined) [@cjslattery](/creator/undefined) **Top assets mentioned** [AppLovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Unity Software Inc. (U)](/topic/$u) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/tesla) [Netflix Inc (NFLX)](/topic/$nflx) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "@Ad_Quant @roanokecap @Nietschecapital @LovinAppLovin @dogballscapital Thank you for the nod. I care deeply about the industry and ecosystem so Im happy to engage and talk about how it all works. Im not an avid X user so I may move this to LinkedIn" [X Link](https://x.com/_DomDav/status/2019069448863306185) 2026-02-04T15:24Z [---] followers, [----] engagements "Its really only worth deploying capital for M&A if you think the sum of the whole can be greater than the value of the parts. Agreed on Roku + TTD though. Pinterest would be tough. AppLovin invested in a social ecom company called Flip that went belly up - I imagine they had opportunities then but steered away. https://twitter.com/i/web/status/2019085647357907296 https://twitter.com/i/web/status/2019085647357907296" [X Link](https://x.com/_DomDav/status/2019085647357907296) 2026-02-04T16:28Z [---] followers, [---] engagements "Coincidentally I posted about this on LinkedIn earlier. Yes Meta had [--] days of inflated performance (roughly 300-500% gain) on non-IDFA iOS fullscreen inventory. That said the Meta share of wallet (SOW) i.e percentage of a publishers total revenue is so negligible that the gain isnt even noticeable when you zoom out and look at total revenue. The argument that Meta doing well makes the assumption that its only Meta and AppLovin competing for inventory when in reality there are usually 8-10+ others in the stack. The meta rev spike was/is noise." [X Link](https://x.com/_DomDav/status/2019100450033922390) 2026-02-04T17:27Z [---] followers, [----] engagements "Giving you a long answer because thats what I do. When I look at the composite of ecom advs in the publisher inventory i have access to (remember MAX shows which advs are buying inventory on your apps from each network) i can see that $APP is becoming more and more diverse. The representation of smaller brands/companies alongside the giants is telling that they are finding success with the smaller ones. GA is inevitable but whether it happens in Q1 or even Q2/Q3 it doesnt matter IMO- the adv list is still growing substantially. The onboarding experience is already pretty smooth. The team" [X Link](https://x.com/_DomDav/status/2019456377895416068) 2026-02-05T17:01Z [---] followers, [---] engagements "I think the market misses that the $APP TAM/ growth opp really is infinite. There isnt anything to slow down content creation/distribution and $APP (along with others) will always be there to monetize it. This loop creates substantial value all around (customers end users of content benefactors of the industries). Hell you could make the case that ad networks directly contribute to US manufacturing of physical goods. https://twitter.com/i/web/status/2019471642586673593 https://twitter.com/i/web/status/2019471642586673593" [X Link](https://x.com/_DomDav/status/2019471642586673593) 2026-02-05T18:02Z [---] followers, [----] engagements "It's a shame the author doesn't actually understand the $APP business model. The premise of the downgrade here is a "competitor" launch. A competitor with zero of the offerings that fit mirror the $APP flywheel. Oh yeah $META doesn't "integrate" into these businesses; these businesses integrate Meta. There is a distinct definition. One implies a partnership the other implies mass availability. Here is the documentation (see in-house mediation for additional): BTW how come the author didn't note the other [--] "competitors" on Meta's documentation How come the author doesn't comment on $GOOG" [X Link](https://x.com/_DomDav/status/2019488774011695388) 2026-02-05T19:10Z [---] followers, [---] engagements "I had [--] separate runs at $APP. One was full-time (2015-2020) the other was as a consultant to the games' business (2022-2024). My first run came to an end for reasons outside of my control - nothing bad. The second run was mutual - the games business wasn't a focus writing was on the wall for divestiture. https://twitter.com/i/web/status/2019490671518970358 https://twitter.com/i/web/status/2019490671518970358" [X Link](https://x.com/_DomDav/status/2019490671518970358) 2026-02-05T19:17Z [---] followers, [---] engagements "Now theres a name I like to see Google & Apple "closing off" access would be cutting its nose to spite its face. It's inconceivable. Apple and Google have so much content on their platforms that discovery is a problem. When people aren't installing apps they aren't making purchases. The store revenues are non-trivial and it's pure profit. $GOOG & $APPL's respective app stores need ad networks to fuel discovery. Concise targeting leads to conversions (both install & post-install). There are probably some antitrust considerations but that's an area I'm not versed enough in" [X Link](https://x.com/_DomDav/status/2019495292706693623) 2026-02-05T19:36Z [---] followers, [---] engagements "@JonahLupton @Ad_Quant For what it's worth titans such as $MSFT down 25% in the last [--] months. By comparison $APP is only down 2.5%. The market is weird" [X Link](https://x.com/_DomDav/status/2019497246828687787) 2026-02-05T19:43Z [---] followers, [---] engagements "Well we're discussing [--] different things here: 1) Google/ AdMob Mediation vs MAX. 2) AppLovin vs Google ad network. On the mediation side there are going to be technical differences. For example AdMob mediation was built for line items/ waterfalls. MAX was built from the ground up to support bidders. MAX = a ground up EV maybe a Tesla AdMob Mediation = a electric engine stuffed into a regular car maybe a Toyota Corolla. Both work and get you from a - b but one is definitely superior in the context of EV mechanics. (I'm not a proponent of Tesla just an example) On the network side they are" [X Link](https://x.com/_DomDav/status/2019515098415636987) 2026-02-05T20:54Z [---] followers, [----] engagements "AdMob is trying to take mediation market share from $APP but thats an effort going next to nowhere. Its kinda funny that people think even though a company the size of $GOOG cant win market share from MAX somehow a new vibe coded contender will 😂 But yeah Google/Apple likely dont have any qualms about AppLovin. Im willing to bet that the incremental revenue that AXON drives to Google by means of the users they drive generating IAP and ad revenue far offsets any revenue they would make from bidder fees mediating on their platform. To be honest I can see the case for AdMob working with the MAX" [X Link](https://x.com/_DomDav/status/2019548856577560631) 2026-02-05T23:09Z [---] followers, [---] engagements "@pathtoprofit01 @dtcprophet Well its not exactly available. It would have to be some sort of strategic partnership. I dont think theyll license it out. That said if APP were to license out Axon imagine what it could do for a business like Hulu or $NFLX" [X Link](https://x.com/_DomDav/status/2019580552001778011) 2026-02-06T01:15Z [---] followers, [---] engagements "@PeteSchlaefer You can do ad roas buying on Google without being on their mediation. The pub bonuses dont offset the loss of ad roas buying on applovin. Google isnt a threat either" [X Link](https://x.com/_DomDav/status/2019581447015948584) 2026-02-06T01:18Z [---] followers, [---] engagements "Genie is a positive for AppLovin more content to monetize. The CloudX guys arent dumb by any means- total opposite. If this were anyone else it wouldnt even be on our radar. Id gladly bet they will crush LevelPlay (assuming they get the missing bidders - APP does not bid so thats a more attainable target). They just dont have the ability to create a robust enough offering to disrupt any part of APPs business. Not a fault on their part - the APP biz model is just too holistic. To be honest I think the reduction in APP is more macro vs anything news related which to me is reassuring." [X Link](https://x.com/_DomDav/status/2019766151128260643) 2026-02-06T13:32Z [---] followers, [---] engagements "@Ad_Quant @treasury_bill @GlobalCollapse @LovinAppLovin @Nietschecapital @eniac Thank you for the nod. My presence on X isnt very consistent but Ill try to check in regularly" [X Link](https://x.com/_DomDav/status/2019880876524597527) 2026-02-06T21:08Z [---] followers, [---] engagements "@Ad_Quant @treasury_bill @GlobalCollapse @LovinAppLovin @Nietschecapital @eniac Please never call me an influencer lol If people keep finding the content helpful Ill be happy to post more. Ideally I can share more industry findings so my page doesnt look like a shrine to any one company but I think that is better suited for LinkedIn" [X Link](https://x.com/_DomDav/status/2019884183989154254) 2026-02-06T21:21Z [---] followers, [---] engagements "$APP and $META are fundamentally different. They use different data points and signals for their optimizations. What most people dont realize is that its actually not even the same inventory that converts between the [--]. Its a misconception that you can only spend on [--] platform. The fact performance mirrors is largely a reflection of the offering. For example if Im selling winter coats in the height of summer Im probably going to see performance slow down everywhere. AppLovin/Axon has said a number of times that their inventory is (putting it modestly) incremental to to advertisers - they only" [X Link](https://x.com/_DomDav/status/2019898685212225946) 2026-02-06T22:19Z [---] followers, [---] engagements "I wouldn't like to say. I don't have the background to provide a technical analysis but here's what I will say: 1) The pullback these last few weeks isn't due to anything material or related to AppLovin/Axon performance. If the market liked $APP in the $600+ range then whatever we're going through now should wash over. 2) There is a metric missed by a lot of investors/ speculators which is the DAU (daily active users) the software serves. I'm not sure why this isn't talked about more. The software is on the majority of mobile devices that have an app downloaded from the App Store & Google" [X Link](https://x.com/_DomDav/status/2019950076064591943) 2026-02-07T01:43Z [---] followers, [---] engagements "Comparing Q4 [----] to Q4 [----] I am seeing a mixed bag of $U share of publisher revenue being up vs down YoY. Nothing conclusive for me to make a play with. My take is that Unity reporting well can be interpreted either way for $APP. APP is kind of in its own territory these days because it doesn't have any O&O inventory (i.e FB + IG for Meta) and it doesn't have to worry about the interpretation of SAAS revenue that Unity does for their engine. I don't know what % of U revenue comes from their game engine but that is likely something investors will factor in given how AI is changing the" [X Link](https://x.com/_DomDav/status/2020231290767990897) 2026-02-07T20:20Z [---] followers, [---] engagements "One of the first people who got me into investing in [----] said to me if you like the stock at $80 youll love it at $40. I wonder if hes reading this. Congrats to everyone who picked up $APP at sub $400 this week 🥂" [X Link](https://x.com/_DomDav/status/2019885261900095669) 2026-02-06T21:25Z [---] followers, [----] engagements "Hey Simeon thank you for the shoutout and nice write up. Just one thing to callout here - you mentioned CloudX and Axon in the same sentence. Axon is the underlying AI that fuels AppLovins ad recommendation - not the mediation product (MAX). I feel the distinguishment is important because MAX is the access to inventory and Axon is what delivers ads for AppLovins network of advertisers. Its speculated that MAX covers 90% of the mediation market (which is finite) whereas ad spend which Axon captures is not finite. https://twitter.com/i/web/status/2020340638269730965" [X Link](https://x.com/_DomDav/status/2020340638269730965) 2026-02-08T03:35Z [---] followers, [---] engagements "The first amendment does not protect against defamation and market manipulation. I hope there is an SEC investigation and accountability held to all the short sellers with unfounded claims. You cant just smear a security because you dont understand how the business works. Viva la $APP https://twitter.com/i/web/status/2020936142535917811 https://twitter.com/i/web/status/2020936142535917811" [X Link](https://x.com/_DomDav/status/2020936142535917811) 2026-02-09T19:01Z [---] followers, [---] engagements "Comparing $APP and $U tells the wrong story. If you really want to get a feel for how $U is doing YoY/ QoQ ask publishers and advertisers to compare it against Mintegral (mobvista) Moloco Liftoff Bidmachine and Digital Turbine $APPS. Much better benchmark given the comparable share of revenue/ SOW. https://twitter.com/i/web/status/2021669494608076990 https://twitter.com/i/web/status/2021669494608076990" [X Link](https://x.com/_DomDav/status/2021669494608076990) 2026-02-11T19:35Z [---] followers, [----] engagements "@mathlonning Thanks I might go through the transcript later and post a few things. There were a few more technical questions that popped up but we agreed - it's very frustrating that the market still doesn't understand the entirety of the business model" [X Link](https://x.com/_DomDav/status/2021738283026526352) 2026-02-12T00:09Z [---] followers, [---] engagements "@NthObject89773 @mathlonning Investors are looking for reasons to be spooked. They don't understand the business well enough to realize these are not things that will impact $APP's growth" [X Link](https://x.com/_DomDav/status/2021739196428562840) 2026-02-12T00:12Z [---] followers, [---] engagements "@morganwu8 Everything starts top of funnel. The impressive part is what they're able to achieve after. Remember the selling point of advertising on AppLovin/AXON is the ability to hit high-intent users and drive ROAS (Return On Ad Spend)" [X Link](https://x.com/_DomDav/status/2021740148892086723) 2026-02-12T00:16Z [---] followers, [---] engagements "Funny enough this isnt even the dumbest take Ive seen on $APP. Unfortunately this is pretty common take - I dont understand it therefore its a scam. Just because you havent taken the time to understand (or maybe you have and its above your head idk) doesnt make it a scam. Its one of if not the largest means for publishers and advertisers to scale their business. Last publication I saw had the industry estimated at around $100B/yr - a very large % of that is directly attributable to AppLovin. You probably dont realize that companies like APP dont grade their own homework. All advertisers work" [X Link](https://x.com/_DomDav/status/2022496148175622210) 2026-02-14T02:20Z [---] followers, [----] engagements "Is $APP actually down because of pending CloudX GA launch or am I missing something Friendly reminder there are several other mediation platforms (with an established customer base and multiple offerings) out there that cant even create static against MAX market share. Did everyone forget about $U or $APPS There are a few random companies out there ferociously throwing their hat in the ring - none of them gathering traction (and also not getting a shoutout on my post). No shade to the founders of CloudX but lets be real - without AppLovin MAX wouldve been a dud. MoPub was good for its time" [X Link](https://x.com/_DomDav/status/2019063329759822131) 2026-02-04T14:59Z [---] followers, 35.2K engagements "It is possible but only if all of the following conditions are met simultaneously. 1) Meta would need to grow their publisher SOW by more than 20x in order to offset the loss of the AppLovin bidder. 2) User Acquisition on Meta would need to offset the loss of ad ROAS buying on MAX. 3) Meta would need to drive enough revenue to offset the AppLovin exchange (separate from AppLovin bidding). All [--] of those individually are a moonshot let alone happening at the same time. This is also assuming that for the next X years $APP does nothing and just sits by. Which well aint really happening. From" [X Link](https://x.com/_DomDav/status/2019446182435815836) 2026-02-05T16:21Z [---] followers, [---] engagements "The risk of a new player entering the space doesnt create an existential threat to either $U $APP or $TTD. The post assumes their revenues come only from the mediation business which is inaccurate. TTD doesnt have a mediation $U mediation SOV is small at this point - the drop definitely wasnt related. $APP moves disproportionately to the market - the more I think about it the more Im convinced the drop actually wasnt related to a potential new player. You can argue the valuation is expensive independent of risk but thats more a function of the macro. These businesses command sizable multiples" [X Link](https://x.com/_DomDav/status/2019453445129007434) 2026-02-05T16:49Z [---] followers, [---] engagements "Snap no. The audience is too young. APP doesnt touch aged gated users. Pinterest probably not either. The majority of their top performing ads come from full screen whereas Pinterest is primarily native. I could see a scenario where they license axon ai to help fuel their recommendation algorithm but Id expect a move on Roku or TTD before they go for the social media route. https://twitter.com/i/web/status/2019571044668035211 https://twitter.com/i/web/status/2019571044668035211" [X Link](https://x.com/_DomDav/status/2019571044668035211) 2026-02-06T00:37Z [---] followers, [---] engagements "@morganwu8 Lead generation unlocks a whole new subset of advertisers who pay massive bounties. Think credit card companies financial service companies travel companies home services the list goes on" [X Link](https://x.com/_DomDav/status/2021737407759233357) 2026-02-12T00:05Z [---] followers, [---] engagements "The best part of this anecdote is that $APP doesn't sell physical products and their TAM is literally everyone with a phone or mobile device in their hand. No import/ export fees no physical labor much lower R&D cost (relatively) low overhead no supply & demand constraints incremental market vs sale/ consumer focused. I can go on and on. $APP generated almost as much free cash flow as $TSLA but on 1/15th the revenue with 65% more net income for $APP. They trade at 1/10th the valuation. $APP generated almost as much free cash flow as $TSLA but on 1/15th the revenue with 65% more net income for" [X Link](https://x.com/_DomDav/status/2021866491902337200) 2026-02-12T08:38Z [---] followers, [----] engagements "I saw that Morgan Stanley report citing Google Genie as a concern to $APP. Cmon folks youre better than that. You have to lack a fundamental understanding of what AppLovin actually does in order to draw anything but a positive outcome for AppLovin as a result of the release. Wym Dom Assuming Genie streamlines production for mobile games/ mobile apps that only helps AppLovin. AppLovins business model is literally monetizing content - not making it. AppLovin really shouldve popped on the news of the Genie release - the product (in relation to AppLovin) is basically fuel for their" [X Link](https://x.com/_DomDav/status/2019448640885203038) 2026-02-05T16:30Z [---] followers, 18.1K engagements "Outstanding detective work 🥴 Our stance regarding the complex financial structure of AppLovin (NASDAQ: $APP) remains unchanged These clowns should take a page from Bob Dylan; Dont criticize what you cant understand" [X Link](https://x.com/_DomDav/status/2020768135239127501) 2026-02-09T07:54Z [---] followers, 12.8K engagements "Anyone else catch Adam casually mention a consumer lead generation product coming during the $APP earnings call Probably one of the craziest takeaways that no one is talking about" [X Link](https://x.com/_DomDav/status/2021722934851907968) 2026-02-11T23:08Z [---] followers, [----] engagements "No how do you explain the same performance of $APP campaigns on the other MMPs Curious what data you have to substantiate the claim. Id love to see the split test and conversion benchmarks as well as the postback results. Me personally I run campaigns for advertisers both on and off AppLovin using each of the MMPs listed above. Its my responsibility to my partners to ensure Im providing the best advice possible so if you have stat-sig data please do share it. https://twitter.com/i/web/status/2022790551331049552 https://twitter.com/i/web/status/2022790551331049552" [X Link](https://x.com/_DomDav/status/2022790551331049552) 2026-02-14T21:50Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@_DomDav Dom Davies
Dom Davies posts on X about $app, applovin, business, meta the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -56%
Mentions: [--] #
- [--] Week [--] +19%
Followers: [---] #
- [--] Week [---] +12%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks automotive brands exchanges
Social topic influence $app #45, applovin #54, business, meta, $googl, $u #134, linkedin, if you, $apps, pinterest
Top accounts mentioned or mentioned by @peteschlaefer @morganwu8 @ad_quant @adquant @nietschecapital @lovinapplovin @pathtoprofit01 @dtcprophet @globalcollapse @mathlonning @jonahlupton @treasurybill @eniac @nthobject89773 @jake_ayes @jxyhsns @roanokecap @dogballscapital @nyury1011 @cjslattery
Top assets mentioned AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL) Unity Software Inc. (U) Metadium (META) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Netflix Inc (NFLX) Trade Desk, Inc. (TTD) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@Ad_Quant @roanokecap @Nietschecapital @LovinAppLovin @dogballscapital Thank you for the nod. I care deeply about the industry and ecosystem so Im happy to engage and talk about how it all works. Im not an avid X user so I may move this to LinkedIn"
X Link 2026-02-04T15:24Z [---] followers, [----] engagements
"Its really only worth deploying capital for M&A if you think the sum of the whole can be greater than the value of the parts. Agreed on Roku + TTD though. Pinterest would be tough. AppLovin invested in a social ecom company called Flip that went belly up - I imagine they had opportunities then but steered away. https://twitter.com/i/web/status/2019085647357907296 https://twitter.com/i/web/status/2019085647357907296"
X Link 2026-02-04T16:28Z [---] followers, [---] engagements
"Coincidentally I posted about this on LinkedIn earlier. Yes Meta had [--] days of inflated performance (roughly 300-500% gain) on non-IDFA iOS fullscreen inventory. That said the Meta share of wallet (SOW) i.e percentage of a publishers total revenue is so negligible that the gain isnt even noticeable when you zoom out and look at total revenue. The argument that Meta doing well makes the assumption that its only Meta and AppLovin competing for inventory when in reality there are usually 8-10+ others in the stack. The meta rev spike was/is noise."
X Link 2026-02-04T17:27Z [---] followers, [----] engagements
"Giving you a long answer because thats what I do. When I look at the composite of ecom advs in the publisher inventory i have access to (remember MAX shows which advs are buying inventory on your apps from each network) i can see that $APP is becoming more and more diverse. The representation of smaller brands/companies alongside the giants is telling that they are finding success with the smaller ones. GA is inevitable but whether it happens in Q1 or even Q2/Q3 it doesnt matter IMO- the adv list is still growing substantially. The onboarding experience is already pretty smooth. The team"
X Link 2026-02-05T17:01Z [---] followers, [---] engagements
"I think the market misses that the $APP TAM/ growth opp really is infinite. There isnt anything to slow down content creation/distribution and $APP (along with others) will always be there to monetize it. This loop creates substantial value all around (customers end users of content benefactors of the industries). Hell you could make the case that ad networks directly contribute to US manufacturing of physical goods. https://twitter.com/i/web/status/2019471642586673593 https://twitter.com/i/web/status/2019471642586673593"
X Link 2026-02-05T18:02Z [---] followers, [----] engagements
"It's a shame the author doesn't actually understand the $APP business model. The premise of the downgrade here is a "competitor" launch. A competitor with zero of the offerings that fit mirror the $APP flywheel. Oh yeah $META doesn't "integrate" into these businesses; these businesses integrate Meta. There is a distinct definition. One implies a partnership the other implies mass availability. Here is the documentation (see in-house mediation for additional): BTW how come the author didn't note the other [--] "competitors" on Meta's documentation How come the author doesn't comment on $GOOG"
X Link 2026-02-05T19:10Z [---] followers, [---] engagements
"I had [--] separate runs at $APP. One was full-time (2015-2020) the other was as a consultant to the games' business (2022-2024). My first run came to an end for reasons outside of my control - nothing bad. The second run was mutual - the games business wasn't a focus writing was on the wall for divestiture. https://twitter.com/i/web/status/2019490671518970358 https://twitter.com/i/web/status/2019490671518970358"
X Link 2026-02-05T19:17Z [---] followers, [---] engagements
"Now theres a name I like to see Google & Apple "closing off" access would be cutting its nose to spite its face. It's inconceivable. Apple and Google have so much content on their platforms that discovery is a problem. When people aren't installing apps they aren't making purchases. The store revenues are non-trivial and it's pure profit. $GOOG & $APPL's respective app stores need ad networks to fuel discovery. Concise targeting leads to conversions (both install & post-install). There are probably some antitrust considerations but that's an area I'm not versed enough in"
X Link 2026-02-05T19:36Z [---] followers, [---] engagements
"@JonahLupton @Ad_Quant For what it's worth titans such as $MSFT down 25% in the last [--] months. By comparison $APP is only down 2.5%. The market is weird"
X Link 2026-02-05T19:43Z [---] followers, [---] engagements
"Well we're discussing [--] different things here: 1) Google/ AdMob Mediation vs MAX. 2) AppLovin vs Google ad network. On the mediation side there are going to be technical differences. For example AdMob mediation was built for line items/ waterfalls. MAX was built from the ground up to support bidders. MAX = a ground up EV maybe a Tesla AdMob Mediation = a electric engine stuffed into a regular car maybe a Toyota Corolla. Both work and get you from a - b but one is definitely superior in the context of EV mechanics. (I'm not a proponent of Tesla just an example) On the network side they are"
X Link 2026-02-05T20:54Z [---] followers, [----] engagements
"AdMob is trying to take mediation market share from $APP but thats an effort going next to nowhere. Its kinda funny that people think even though a company the size of $GOOG cant win market share from MAX somehow a new vibe coded contender will 😂 But yeah Google/Apple likely dont have any qualms about AppLovin. Im willing to bet that the incremental revenue that AXON drives to Google by means of the users they drive generating IAP and ad revenue far offsets any revenue they would make from bidder fees mediating on their platform. To be honest I can see the case for AdMob working with the MAX"
X Link 2026-02-05T23:09Z [---] followers, [---] engagements
"@pathtoprofit01 @dtcprophet Well its not exactly available. It would have to be some sort of strategic partnership. I dont think theyll license it out. That said if APP were to license out Axon imagine what it could do for a business like Hulu or $NFLX"
X Link 2026-02-06T01:15Z [---] followers, [---] engagements
"@PeteSchlaefer You can do ad roas buying on Google without being on their mediation. The pub bonuses dont offset the loss of ad roas buying on applovin. Google isnt a threat either"
X Link 2026-02-06T01:18Z [---] followers, [---] engagements
"Genie is a positive for AppLovin more content to monetize. The CloudX guys arent dumb by any means- total opposite. If this were anyone else it wouldnt even be on our radar. Id gladly bet they will crush LevelPlay (assuming they get the missing bidders - APP does not bid so thats a more attainable target). They just dont have the ability to create a robust enough offering to disrupt any part of APPs business. Not a fault on their part - the APP biz model is just too holistic. To be honest I think the reduction in APP is more macro vs anything news related which to me is reassuring."
X Link 2026-02-06T13:32Z [---] followers, [---] engagements
"@Ad_Quant @treasury_bill @GlobalCollapse @LovinAppLovin @Nietschecapital @eniac Thank you for the nod. My presence on X isnt very consistent but Ill try to check in regularly"
X Link 2026-02-06T21:08Z [---] followers, [---] engagements
"@Ad_Quant @treasury_bill @GlobalCollapse @LovinAppLovin @Nietschecapital @eniac Please never call me an influencer lol If people keep finding the content helpful Ill be happy to post more. Ideally I can share more industry findings so my page doesnt look like a shrine to any one company but I think that is better suited for LinkedIn"
X Link 2026-02-06T21:21Z [---] followers, [---] engagements
"$APP and $META are fundamentally different. They use different data points and signals for their optimizations. What most people dont realize is that its actually not even the same inventory that converts between the [--]. Its a misconception that you can only spend on [--] platform. The fact performance mirrors is largely a reflection of the offering. For example if Im selling winter coats in the height of summer Im probably going to see performance slow down everywhere. AppLovin/Axon has said a number of times that their inventory is (putting it modestly) incremental to to advertisers - they only"
X Link 2026-02-06T22:19Z [---] followers, [---] engagements
"I wouldn't like to say. I don't have the background to provide a technical analysis but here's what I will say: 1) The pullback these last few weeks isn't due to anything material or related to AppLovin/Axon performance. If the market liked $APP in the $600+ range then whatever we're going through now should wash over. 2) There is a metric missed by a lot of investors/ speculators which is the DAU (daily active users) the software serves. I'm not sure why this isn't talked about more. The software is on the majority of mobile devices that have an app downloaded from the App Store & Google"
X Link 2026-02-07T01:43Z [---] followers, [---] engagements
"Comparing Q4 [----] to Q4 [----] I am seeing a mixed bag of $U share of publisher revenue being up vs down YoY. Nothing conclusive for me to make a play with. My take is that Unity reporting well can be interpreted either way for $APP. APP is kind of in its own territory these days because it doesn't have any O&O inventory (i.e FB + IG for Meta) and it doesn't have to worry about the interpretation of SAAS revenue that Unity does for their engine. I don't know what % of U revenue comes from their game engine but that is likely something investors will factor in given how AI is changing the"
X Link 2026-02-07T20:20Z [---] followers, [---] engagements
"One of the first people who got me into investing in [----] said to me if you like the stock at $80 youll love it at $40. I wonder if hes reading this. Congrats to everyone who picked up $APP at sub $400 this week 🥂"
X Link 2026-02-06T21:25Z [---] followers, [----] engagements
"Hey Simeon thank you for the shoutout and nice write up. Just one thing to callout here - you mentioned CloudX and Axon in the same sentence. Axon is the underlying AI that fuels AppLovins ad recommendation - not the mediation product (MAX). I feel the distinguishment is important because MAX is the access to inventory and Axon is what delivers ads for AppLovins network of advertisers. Its speculated that MAX covers 90% of the mediation market (which is finite) whereas ad spend which Axon captures is not finite. https://twitter.com/i/web/status/2020340638269730965"
X Link 2026-02-08T03:35Z [---] followers, [---] engagements
"The first amendment does not protect against defamation and market manipulation. I hope there is an SEC investigation and accountability held to all the short sellers with unfounded claims. You cant just smear a security because you dont understand how the business works. Viva la $APP https://twitter.com/i/web/status/2020936142535917811 https://twitter.com/i/web/status/2020936142535917811"
X Link 2026-02-09T19:01Z [---] followers, [---] engagements
"Comparing $APP and $U tells the wrong story. If you really want to get a feel for how $U is doing YoY/ QoQ ask publishers and advertisers to compare it against Mintegral (mobvista) Moloco Liftoff Bidmachine and Digital Turbine $APPS. Much better benchmark given the comparable share of revenue/ SOW. https://twitter.com/i/web/status/2021669494608076990 https://twitter.com/i/web/status/2021669494608076990"
X Link 2026-02-11T19:35Z [---] followers, [----] engagements
"@mathlonning Thanks I might go through the transcript later and post a few things. There were a few more technical questions that popped up but we agreed - it's very frustrating that the market still doesn't understand the entirety of the business model"
X Link 2026-02-12T00:09Z [---] followers, [---] engagements
"@NthObject89773 @mathlonning Investors are looking for reasons to be spooked. They don't understand the business well enough to realize these are not things that will impact $APP's growth"
X Link 2026-02-12T00:12Z [---] followers, [---] engagements
"@morganwu8 Everything starts top of funnel. The impressive part is what they're able to achieve after. Remember the selling point of advertising on AppLovin/AXON is the ability to hit high-intent users and drive ROAS (Return On Ad Spend)"
X Link 2026-02-12T00:16Z [---] followers, [---] engagements
"Funny enough this isnt even the dumbest take Ive seen on $APP. Unfortunately this is pretty common take - I dont understand it therefore its a scam. Just because you havent taken the time to understand (or maybe you have and its above your head idk) doesnt make it a scam. Its one of if not the largest means for publishers and advertisers to scale their business. Last publication I saw had the industry estimated at around $100B/yr - a very large % of that is directly attributable to AppLovin. You probably dont realize that companies like APP dont grade their own homework. All advertisers work"
X Link 2026-02-14T02:20Z [---] followers, [----] engagements
"Is $APP actually down because of pending CloudX GA launch or am I missing something Friendly reminder there are several other mediation platforms (with an established customer base and multiple offerings) out there that cant even create static against MAX market share. Did everyone forget about $U or $APPS There are a few random companies out there ferociously throwing their hat in the ring - none of them gathering traction (and also not getting a shoutout on my post). No shade to the founders of CloudX but lets be real - without AppLovin MAX wouldve been a dud. MoPub was good for its time"
X Link 2026-02-04T14:59Z [---] followers, 35.2K engagements
"It is possible but only if all of the following conditions are met simultaneously. 1) Meta would need to grow their publisher SOW by more than 20x in order to offset the loss of the AppLovin bidder. 2) User Acquisition on Meta would need to offset the loss of ad ROAS buying on MAX. 3) Meta would need to drive enough revenue to offset the AppLovin exchange (separate from AppLovin bidding). All [--] of those individually are a moonshot let alone happening at the same time. This is also assuming that for the next X years $APP does nothing and just sits by. Which well aint really happening. From"
X Link 2026-02-05T16:21Z [---] followers, [---] engagements
"The risk of a new player entering the space doesnt create an existential threat to either $U $APP or $TTD. The post assumes their revenues come only from the mediation business which is inaccurate. TTD doesnt have a mediation $U mediation SOV is small at this point - the drop definitely wasnt related. $APP moves disproportionately to the market - the more I think about it the more Im convinced the drop actually wasnt related to a potential new player. You can argue the valuation is expensive independent of risk but thats more a function of the macro. These businesses command sizable multiples"
X Link 2026-02-05T16:49Z [---] followers, [---] engagements
"Snap no. The audience is too young. APP doesnt touch aged gated users. Pinterest probably not either. The majority of their top performing ads come from full screen whereas Pinterest is primarily native. I could see a scenario where they license axon ai to help fuel their recommendation algorithm but Id expect a move on Roku or TTD before they go for the social media route. https://twitter.com/i/web/status/2019571044668035211 https://twitter.com/i/web/status/2019571044668035211"
X Link 2026-02-06T00:37Z [---] followers, [---] engagements
"@morganwu8 Lead generation unlocks a whole new subset of advertisers who pay massive bounties. Think credit card companies financial service companies travel companies home services the list goes on"
X Link 2026-02-12T00:05Z [---] followers, [---] engagements
"The best part of this anecdote is that $APP doesn't sell physical products and their TAM is literally everyone with a phone or mobile device in their hand. No import/ export fees no physical labor much lower R&D cost (relatively) low overhead no supply & demand constraints incremental market vs sale/ consumer focused. I can go on and on. $APP generated almost as much free cash flow as $TSLA but on 1/15th the revenue with 65% more net income for $APP. They trade at 1/10th the valuation. $APP generated almost as much free cash flow as $TSLA but on 1/15th the revenue with 65% more net income for"
X Link 2026-02-12T08:38Z [---] followers, [----] engagements
"I saw that Morgan Stanley report citing Google Genie as a concern to $APP. Cmon folks youre better than that. You have to lack a fundamental understanding of what AppLovin actually does in order to draw anything but a positive outcome for AppLovin as a result of the release. Wym Dom Assuming Genie streamlines production for mobile games/ mobile apps that only helps AppLovin. AppLovins business model is literally monetizing content - not making it. AppLovin really shouldve popped on the news of the Genie release - the product (in relation to AppLovin) is basically fuel for their"
X Link 2026-02-05T16:30Z [---] followers, 18.1K engagements
"Outstanding detective work 🥴 Our stance regarding the complex financial structure of AppLovin (NASDAQ: $APP) remains unchanged These clowns should take a page from Bob Dylan; Dont criticize what you cant understand"
X Link 2026-02-09T07:54Z [---] followers, 12.8K engagements
"Anyone else catch Adam casually mention a consumer lead generation product coming during the $APP earnings call Probably one of the craziest takeaways that no one is talking about"
X Link 2026-02-11T23:08Z [---] followers, [----] engagements
"No how do you explain the same performance of $APP campaigns on the other MMPs Curious what data you have to substantiate the claim. Id love to see the split test and conversion benchmarks as well as the postback results. Me personally I run campaigns for advertisers both on and off AppLovin using each of the MMPs listed above. Its my responsibility to my partners to ensure Im providing the best advice possible so if you have stat-sig data please do share it. https://twitter.com/i/web/status/2022790551331049552 https://twitter.com/i/web/status/2022790551331049552"
X Link 2026-02-14T21:50Z [---] followers, [---] engagements
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