AI-driven Game DiscoveryGrowth in AI tools that make creating game content faster increases the importance of game discovery platforms, positioning AppLovin to capture more value as a user acquisition and mediation intermediary.
E-commerce Axon AdoptionRising Axon adoption among Shopify merchants, combined with low overall penetration, indicates substantial runway for AppLovin to expand its e-commerce customer base and revenue.
Self-serve Advertising And MarginsRollout of a self-service advertising platform alongside expanding pixel tracking points to accelerating advertiser onboarding and high incremental margins that could boost profitability.