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Applovin (APP) investor relations material
Applovin 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Mobile gaming growth and technology
Mobile gaming supply is growing at a double-digit rate, expanding market opportunities.
Ongoing improvements in the Axon advertising model, driven by reinforcement learning and data, fuel demand-side growth.
Directed model enhancements, with at least one major update per year, contribute at least 10% growth annually.
Stacked enhancements and a long list of experiments support robust 20%-30% growth potential.
Self-serve platform and e-commerce expansion
Success for the self-serve platform is measured by advertiser performance, not customer count.
E-commerce advertisers in pilot and referral cohorts are achieving strong return on ad spend at scale.
Prospecting campaigns enable brands to target new customers, increasing new customer acquisition rates significantly.
The platform’s ability to maximize spend from large brands is enhanced by these prospecting tools.
AI-based creative and automation
Generative AI tools are being developed to help non-gaming advertisers create optimized creatives for the platform.
Image generation models are ready for rollout, enabling bulk static ad creation at low cost.
Video generation is more complex and costly, but internal tools can already produce ads better than current alternatives.
Advertisers will receive quotas for video creation to manage costs, and onboarding will be streamlined with auto-generated ads.
AI creative: What's the video generation timeline?
How do prospecting campaigns impact e-commerce?
Direct payments: What's the expected timing & impact?
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Next Applovin earnings date
Q4 202512 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
Applovin Corporation is a technology company that provides software solutions for mobile application developers. Its platform includes marketing, monetization, and analytics tools that enable developers to grow and optimize their apps. The company also owns a portfolio of mobile games operated through its app studios. Applovin Corporation is headquartered in Palo Alto, California, and its shares are listed on the NASDAQ.
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