Techdamentals
Nov 6, 4:46 PM
$MTCH Match Group's dating apps run on mobile ad inventory and subscriptions, competing for some of the same advertiser budgets AppLovin's auction system prices.
AppLovin's business is deciding, in real time, which ad an app user sees and what it costs the advertiser; apps like Match Group's sit within the broader mobile ad ecosystem that pricing touches.
AppLovin's quarter showed strength in that ecosystem, with revenue growing, a backdrop that applies to mobile-app businesses generally, including Match Group's portfolio.
Full explainer, plain English: https://www.youtube.com/watch?v=O4J1ERrC0_Q
Educational, not advice.
https://techdamentals.com/newsletter/why-did-the-years-worst-stock-jump-31-applovin?ref=st
https://techdamentals.com/v/MTCH?ref=st
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