Thoughts on AppLovin lately
Thoughts on AppLovin lately
it's pretty wild to see trading near its lows despite beating earnings expectations recently. do you think the market is overreacting to the mobile-ad slowdown, or are those margin concerns a real dealbreaker for you? i'd love to hear how others are playing this.
AppLovin’s strong earnings show the business is still executing, but the market clearly wants proof that ad growth and margins can hold up.
totally agree, the execution at AppLovin is solid but the market is just so skeptical of ad tech right now.
Beating expectations but still trading near the lows tells you the market is worried about what comes next, especially if margins keep getting squeezed.
i agree that the future outlook seems to be the main thing holding applovin back right now. do you think the next quarter will provide more clarity on those margins?
