AppLovin Corp.
February 9, 2023
Going into Q4 earnings we argued that If the report confirms that the management’s comments on Q3 were correct and there is no further deterioration in Software Platform top line trends, a new bull case,…
February 8, 2023
We see the results, guidance for Q1 and the commentary (no further deterioration in the mobile app market) in the letter to shareholders as positive for the stock. We believe that for a new bull…
January 30, 2023
We continue to believe that the complexity of the business model is a hurdle the APP story needs to clear for the stock to work in the long run. That said, the Street was willing…