AppLovin

We make tech that helps businesses of every size connect to their ideal customers.
Ad platform → @AxonAdsManager

[Mike Bidgoli @mikebid]

Excited to sit down with Adam Foroughi this Tuesday at Cannes Lions to talk about why CTV is becoming the next performance platform.

Adam is hands down one of the best CEO / entrepreneurs in tech and has built AppLovin into a leading performance ads company. His insights are always spot on. We’ll discuss what performance marketing can look like on CTV, why the channel is the next performance ads platform, and the work we’re doing at @Tubi and @AppLovin to help make that happen.

If you’re at Cannes next week, DM me for an invite to stop by Tubi’s cabana.

[Haus @HausAnalytics]

Today we’re publishing our latest research report on AppLovin.

Long known as a mobile gaming ad network, AppLovin has become one of the most discussed performance channels in DTC. The pitch is compelling: Massive mobile app inventory, unskippable video format, a powerful optimization engine, and a user base that many brands have not meaningfully reached through existing platform powerhouses.

But adoption and platform momentum don’t always translate into incremental outcomes. Does the AppLovin hype hold up when we look at actual business impact?

[Axon by AppLovin @AxonAdsManager]

22x spend increase in 3 months. Not a typo.

This was just one of the highlights shared in our webinar with Home Chef's [@realhomechef] paid media manager.

He who broke down exactly how they scaled AppLovin to one of their top 3 highest-spending digital channels, starting with a willingness to test something new.

Watch the full recording here: https://t.co/A1e0E8vQrB.

[Axon by AppLovin @AxonAdsManager]

(1/5) Many advertisers come to us with the same question.

AppLovin looks strong in-platform, but their third-party tool doesn't see it.
Or their MMM is attributing more than the platform reports.

Neither is wrong. Here's how to think about it 🧵

[AppLovin @AppLovin]

Rafael Vivas [@rfvivas] live on @tbpn now.

We have some news. 👀

Tap in. 👇

[TBPN @tbpn]

America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat Tops Benchmarks https://t.co/XJOby46pSe

[AppLovin @AppLovin]

Every brand deserves a big audience.

[Axon by AppLovin @AxonAdsManager]

Most advertisers still think mobile gaming is a niche channel. The stereotype is stubborn.

In reality, the typical casual mobile gamer is an adult playing puzzle games, crosswords, and card games, many of whom make financial decisions at home.

70% of these gamers drive most household purchasing decisions, vastly outpacing the general population.

They shop online at least weekly.

77% spend $100 or more per month online.

Their intent to purchase in categories like travel, electronics, furniture, and vehicles is also strong.

These are consumers with real purchasing power.

More on the mobile gaming consumer here: https://t.co/lWHzFctfxm

[Axon by AppLovin @AxonAdsManager]

What actually happens when a major DTC brand bets on a new performance channel?

Home Chef is one of the most recognized meal kit brands in the US, and their paid media manager is going live to share how they’re scaling on Axon.

In this live webinar, you’ll get real learnings from someone hands-on the account and walk away with practical tips you can actually apply to your own brand.

DTC founders, media buyers, performance marketers. This one’s for you.

Register here: https://t.co/kIM2VDvtkm

[Rafael Vivas @rfvivas]

How to create 12 creative sets with 330 creatives on @AxonAdsManager in minutes.

https://t.co/dZxUHT95Yj

[Axon by AppLovin @AxonAdsManager]

Ready to start advertising on Axon?

We're hosting a free live training on May 28th at 1PM EST.

We'll cover campaign setup, winning creative formats, and real case studies.

Everything you need to hit the ground running.
Register here: https://t.co/J7dbuaF429

[AppLovin @AppLovin]

Yesterday, Adam gave the commencement speech at UC Berkeley's Haas School of Business, where he graduated 24 years ago.

He talked about graduating with no job, getting kicked out of his parents' house, and finding his way into advertising by accident.

But the part that stuck was this: when Adam was four, his parents uprooted everything.

They gave up their home, community, and careers, moving the family across the country so he could have a shot.

His dad gave up a company he founded to make it happen.

That sacrifice stayed with him. It gave him a chip on his shoulder that he says never really went away.

A few things he left the class of 2026 with:
- "Your degree from Haas is a starting line. It's a ticket to the arena, not a trophy.”

- “Ask as many questions as you can. Consume as much knowledge as you can. Trust me, you do that, and you will get noticed."

🎥 @BerkeleyHaas

[Bar Bruhis @Bbruhis]

This is WHOLESOME AF

1 - great proof point that Boostcous customers do live on mobile games

2 - that we need to double down on the GLP1 angles. More to come there!

[Axon by AppLovin @AxonAdsManager]

2.35 incremental ROAS.

Results Honeylove Co-CEO Igor says they hadn't seen from another channel before.

Honeylove is a DTC shapewear brand with a product story that needs more than a few seconds to land.

In this clip, Igor shares how longer watch time gave the team room to explain the product, communicate value props, and tell a fuller story without sacrificing performance.

[Axon by AppLovin @AxonAdsManager]

Next Thursday, @ezrafirestone and @pephufen are teaching the Axon playbook live.

They’ll cover everything you need to know:

‣ How to set up your first campaign
‣ The creative formats winning right now
‣ Real case studies with actual numbers

One hour, totally free. Sign up here: https://t.co/VfYqFrdYT6

[Axon by AppLovin @AxonAdsManager]

AppLovin MCP is now in limited beta.

Connect your Axon Ads Manager account to Claude, Cursor, or any MCP-compatible client and manage your campaigns through natural conversation.

Pull reporting, adjust budgets, clone campaigns, upload creatives.

Reach out to your AppLovin account manager to get access.

Setup guide here. 👇https://t.co/Di7dsiUVCW

[Axon by AppLovin @AxonAdsManager]

Boarderie deals with massive seasonal spikes, so being able to scale quickly really matters.

Lexi Grossman, Director of Growth at Boarderie, shares how Axon by AppLovin helped them ramp campaigns from $2K/day to $50K/day in under a week, while continuing to see strong new customer CPAs relative to their top-performing channels.

When asked what she’d say to brands that assume their customers aren’t mobile gamers, her response was simple:

“Do you REALLY know that your customers aren’t mobile gamers?”

[AppLovin @AppLovin]

Q1 was another strong quarter for AppLovin: $1.84B in revenue, 59% year-over-year growth, 85% adjusted EBITDA margin.

These results reflect the progress we've made. But they are not what drives us.

The work isn't done.

This blog from our Head of IR, David Hsiao, touches on that, along with what's ahead for the rest of the year:

• Axon opening to the public in June
• Continued momentum in consumer advertising
• Expansion into new verticals
• Building Axon to work directly with AI agents

More here: https://t.co/AhqKlGpIiN

$APP

[David Senra @davidsenra]

AppLovin founder Adam Foroughi on why a billion-person gaming audience is the most underrated ad platform in the world:

"A couple years ago on our platform, we only served gaming ads. We used to take a user and say, game, game, game, game, game. If you weren't switching games, that's a pretty bad ad format to show you.

Now as we've gotten into product ads for ecommerce businesses and really as we go forward, it'll be for any kind of business in the world, the diversity will go up.

The hope we have is that we can get the local laundromat discovered by someone playing a game because we serve a really good ad to someone who needs their clothes washed.

If we get to that level of scale, this business is going to be much, much bigger than it is today."