APP Advertising Industry
A very interesting and high-growth company that no one has ever mentioned is $Applovin(APP.US$ , which was only listed this year. Their software solutions are divided into three types: AppDiscovery, MAX and Compass.
AppDiscovery is to help customers promote their own apps. MAX is to provide advertising revenue in apps to app developers. Compass is an analysis software for MAX users.
In the second quarter of 2021, their income was as much as 669 million US dollars, an increase of 123% year-on-year, and organic growth was as high as 97%. This figure is very staggering. The income base is so large but the growth has more than doubled. Look at other peers year-on-year Competitors such as $Digital Turbine(APPS.US$ 213 million in revenue during the same period, an increase of 104% year-on-year, and $ironSource(IS.US$ 140 million in revenue during the same period, an increase of 83% year-on-year. $The Trade Desk(TTD.US$ does the same, but they also have TV and online revenues of 280 million U.S. dollars in the same period, an increase of 101% year-on-year.
From the above figures, we can see that Applovin is the industry leader. The second is the explosive growth of this industry. In a winner takes all environment, this article will focus on analyzing Applovin’s business and prospects. They will On November 10th, the results of the third quarter of 2021 will be announced. Digital Turbine will announce the results after the market closes on November 2nd tonight, so it can give a guide. Applovin predicts that the full-year 2021 revenue outlook is 2.67 billion U.S. dollars, an increase of 84% year-on-year.
Applovin will acquire a very large peer competitor Mopub, they are expected to complete the transaction in 2022 and now awaiting government approval. This transaction will strengthen their position in the market leader. In the prospectus, it is mentioned that the biggest competitor is Facebook for the time being , Google, Amazon and Unity.
Digital Turbine is also a very interesting company. They recently completed the acquisition of Fyber and AdColony. This can increase the company's revenue. Last year their stock price has risen by almost seven times. This year it has also increased by more than 50%. Although this stock is small in size One thing, but it's also worth noting. Digital Turbine's own business is to help new owners' apps can be downloaded directly to the phone without re-downloading. Fyber is a company that charges commissions for advertising in customers' apps.
The final summary is that both revenue and growth figures are very good. Future performance will see if it can continue. But I think the number and number of APP users will only increase to continue to drive revenue.
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Buy the dipper : earnings not bad why drop so hard
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Noah Dibble : I agree that app users should only increase resulting in a driven and healthy revenue.
Rann NewOP Noah Dibble:
Rann NewOP Noah Dibble: yeah
Rann NewOP Buy the dipper: see long term