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AppLovin E-Commerce Advertising: A Performance Agency's Perspective
Jul 20, 2026
Partner Interview
Applovin•US•Large CapThe Trade DeskAmazonMetaNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 20, 2026
Weekly update
OpenAI, AppLovin, S&P & Moody's Analytics
Jul 9, 2026
OpenAIAnthropicApplovinAccentureS&P GlobalMoodys
Jul 9, 2026
AppLovin: Axon 2.0, MAX Mediation & the Non-Gaming Opportunity
Jul 7, 2026
Partner Interview
Applovin•US•Large CapAmazonMetaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
AppLovin E-Commerce Advertising: A Beauty Brand's Perspective
Jul 7, 2026
Partner Interview
Applovin•US•Large CapMetaAmazonByteDanceNetwork EffectsScale EconomiesSwitching CostsMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 7, 2026
AppLovin vs Liftoff: Mobile DSP Competitive Positioning & SDK Data Advantage
Jun 29, 2026
Partner Interview
Applovin•US•Large CapAnthropicOpenAILiftoff Mobile, Inc. Common StockUnity SoftwareInformation TechnologyCommunication ServicesJun 29, 2026
Weekly update
IP Management Reference Checks: Carvana, Applovin, TransDigm, Airbnb, Judges Scientific
Mar 3, 2026
AirbnbCarvanaApplovinConstellation Software
Mar 3, 2026
IP References
Feb 27, 2026
Tang Hao: Applovin
IP Reference Checks
Management CheckApplovin•US•Large CapInformation Technology
The Trade Desk: Platform Scale, Agency Tensions & Identity Strategy
Aug 4, 2025
Partner Interview
The Trade DeskApplovinNetflixAmazonWalt DisneyPublicis GroupeMetaGoogleAppleYahooRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryAug 4, 2025
The Trade Desk: AI Disruption
Jul 28, 2025
Partner Interview
The Trade DeskNetflixWalt DisneyAppleRokuGoogleAmazonApplovinStackAdaptYahooMetaNetwork EffectsCounter PositioningBrand EquitySwitching CostsScale EconomiesMarketplaces & PlatformsUnique IP & BrandsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 28, 2025
The Trade Desk: Amazon’s Entry and the Reshaping of CTV Advertising Economics
Jul 23, 2025
Partner Interview
The Trade DeskMagniteAmazonWalt DisneyNetflixGoogleAppleCharter CommunicationsMetaApplovinNetwork EffectsScale EconomiesSwitching CostsBrand EquityCounter PositioningMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 23, 2025
The Trade Desk: Navigating CTV Consolidation
Jun 19, 2025
Partner Interview
The Trade DeskApplovinMetaInstagramByteDanceSpotifyParamount GlobalWarner Bros. DiscoveryNetflixGoogleAmazonNetwork EffectsCounter PositioningScale EconomiesSwitching CostsMarketplaces & PlatformsPhysical Infra & NetworksVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 19, 2025
IP Research Analysis
AppLovin: Building a Mobile Ad Network
Feb 21, 2022
IP ResearchApplovin•US•Large CapInformation Technology
Feb 21, 2022
Weekly update
Weekly Update: AppLovin: King of the Bid
Feb 21, 2022
Applovin•US•Large CapFrontdoorConstellation Software
Feb 21, 2022
AppLovin: King of the Bid
Feb 15, 2022
Feb 15, 2022
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