Replies to post #155 on Applovin Corporation (APP)

[Whalatane]

Bloomberg interview with Alex Spiro ( Emily Chang ? early July ) .
Spiro is representing APP ...as well as Musk and others

Kiwi

[Whalatane]

Re Ad spend . Conflicting info in who's in 3rd place after Meta and Google .
TikTok has long been in 3rd place but recent data ( can't tell how solid it is ) suggest APP passing them in certain key metrics ...eg ROAS ( return on Ad spend ...in June )
Lets see what they say at earnings Aug 6

Kiwi