AppLovin APP waxay saamaysatay tallaabo muhiim ah bishan October iyadoo sii waddo horumarkeeda laga bilaabo shirkad ciyaaraha moobaylka oo loo beddelay awood buuxda oo xayeysiinta ku saleysan AI. Shirkaddu waxay magaceeda kusoo celisay oo ballaarisay qaybteeda xayeysiinta ee magaceedu yahay Axon, taasoo muujineysa tallaabo istiraatiiji ah oo ku wajahan suuqgeyn waxqabad sare leh. Maamulaha Cusub ee Axon Ads wuxuu ka kooban yahay aag adeeg iskii isku adeegsan karo ah oo oggolaanaya xayaysiisayaashu inay abuuraan, maamulaan, oo ay hagaajiyaan ololaha iyadoo la adeegsanayo bartilmaameedyo AI leh iyo in la helo xogta qaybta saddexaad. AppLovin waxay Axon u aragtaa inuu yahay beddelka “ROI-koowaad” ee nidaamyada xayeysiinta ee ugu muhiimsan sida Meta iyo Google, iyadoo bixisa daahfurnaan sare leh iyo natiijooyin la qiyaasi karo. Axon hadda waxa uu leeyahay heerka ololaha xayeysiinta ecommerce ee gaaraya $1 bilyan oo doolar, iyadoo macaamiil waaweyn sida Wayfair, Dr. Squatch, iyo Ashley Furniture ay sheegeen inay si weyn u kordhiyeen miisaaniyaddooda. Qeybta labaad ee 2025, dakhligga AppLovin ayaa kordhay 77% sanadka marka loo eego sanadkii hore, gaar ahaan $1. 3 bilyan, iyadoo EBITDA ay tahay 81%.

Soo bandhigida madasha is-bogsiiska ah waxay filaysaa inay baabi'iso xaddidaadaha kobaca iyo inay furto waddooyin dheeraad ah oo dakhli ah, iyadoo kor u qaadaysa mowqifka AppLovin ee sector-ka xayeysiiska tiknoolajiyadda. Muuqaalka Tartanka: Meta iyo The Trade Desk oo Ka Jawaabaya Meta Platforms (META) ayaa xooga saareysa dadaalladeeda iyadoo adeegsanaysa ololaha AI-ga ah ee Advantage+ si ay u sii hayso hoggaanka iyagoo uga jawaabaya dadaalka Axon ee AppLovin. In kasta oo bazaar wanaagsan oo kooxda Meta leeyahay uu si weyn u gaaro, xayeysiisayaashu waxay si firfircoon u raadinayaan beddello. Dhanka kale, The Trade Desk (TTD) ayaa sii wadaa inay horumariyaan madalkeeda OpenPath, kaas oo bixinaya marin toos ah oo caddaan ah wuxuuna isku dayayaa inuu istaago sidii beddel dhexdhexaad ah oo loo yaqaan ‘walled gardens’. Hal-abuurka ay noqonayaan The Trade Desk iyo Meta waxay muujinayaan in tartanku sii xoogaysto oo ku wajahaya xayeysiinta AI-ga, iyadoo Axon ee AppLovin ay soo baxday inay tahay tartan la aammini karo. Waxqabadka Saamiyada APP, Qiimeynta, iyo Saadaalaha Saamiyada ayaa kor u kacay 90% tan iyo bilowgii sanadka, iyadoo ka horeysa kobaca warshadaha ee 36%. Il: Zacks Investment Research Marka laga eego qiimeynta, APP waxay ku ganacsataa qiimo-wax-ku-ool ah oo hore ee faa'iidada ah oo ah 44, taasoo si weyn uga sareysa celceliska warshadaha ee 26, sidoo kale waxay leedahay Qiime D ah oo qiimo leh. Il: Zacks Investment Research Mudadii 30-ka maalmood ee la soo dhaafay, Qiyaasta Isku Midka ah ee Zacks ee dakhligga APP ayaa muujisay isbeddel kor u kaca ah.