AppLovin: From Mobile Game Publisher to

US · Marketing / Advertising · Founder Journeys

AppLovin: From Mobile Game Publisher to US · Marketing / Advertising · Founder Journeys 01 / 发家路径 02 / 失败与拐点 03 / 关键数据 起步 探索 增长 Launch o… · 2018 · 发家路径 › 起步 Launch o… 2018 Starting… · 2012 · 发家路径 › 探索 Starting… 2012 IPO · 2021 · 发家路径 › 增长 IPO 2021 核心数据 · 70% · 关键数据 › 起步 核心数据 70% Legend User UI Agent logic Policy Tool action Context / trace

失败与踩坑

  • • The 2021 IPO hit peak valuations
  • • Heavy spending to acquire first-party ga…
  • • In its early days
  • • Apple's IDFA privacy policy directly hit…

关键成功要素

  • • The most contrarian move in the crisis w…
  • • Fourteen years of accumulated first-hand…
  • • 85%
  • • Daring to sell the still-profitable firs…
  • • Pace control from closed first-party ope…

经验教训

  • • In the darkest moment
  • • The true moat of an ad tech company is n…
  • • Selling an old business with decent cash…
  • • External shocks such as privacy policies…
  • • There is only one test for AI commercial…