Podcasts about applovin

Watch the video interview on YouTube: https://youtu.be/TMVqWfaddG8Shopify store owners: what if one simple question could improve your ad spend, creative, and segmentation?In this episode of The Unofficial Shopify Podcast, Matt Bahr, founder of Fairing, unpacks what 20 million post-purchase surveys taught him about attribution—and why most brands still get it wrong. Learn how to track what really works, identify new channels like AppLovin and CTV, and use surveys to improve more than just marketing.In this episode, you'll learn:Why last-click attribution is broken—and what to use insteadThe one survey question every brand should askHow Fairing's data reveals the rise of AppLovin and CTVWhat zero-party data can do for your segmentation and CROHow top brands like Bombas and Thrive use surveys to drive actionSponsors:ZipifyCleverificViralsweepResources mentioned:FairingShopify App ListingLLM BenchmarksMatt Bahr on LinkedInWork with Kurt:ApplyClient ResultsJoin the Newsletter

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über spannende Anti-Trump-Trades, Milliardenverkäufe bei Oracle und einen neuen Tiefschlag für Paypal. Außerdem geht es um: BASF, Commerzbank, Deutsche Bank, DNB Bank, Oracle, Dell, Roblox, Nutanix, AppLovin, Carrier Global, Fast Retailing, Burberry, Frosta, Dr. Marten, Block, Visa, Mastercard, XETRA Gold (WKN: A0S9GB), Rheinmetall, Deutsche Telekom, Fresenius Medical, HelloFresh, Hochtief iShares Bitcoin Trust (WKN: A3ERHE). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

New season, new mailbag. Nik's got your questions and answers.   We're kicking off the new season with a listener Q&A straight from the Limited Supply Slack community. Nik tackles your biggest questions on all things ecom, retail, and growth, like: – How to successfully transition from DTC to retail – The smartest ways to create content that actually drives in-store sales – Where to find great marketing talent (Hint: it's not LinkedIn or Upwork) – What to do when your Meta ads are getting clicks, but no conversions – How much budget to allocate for testing new channels – Winning strategies for apparel brands – Creative (and not-so-creative) ways to get press and boost social proof Plus, just how important is quality content? It's EVERYTHING. Nik shares how it can make or break your brand.  AppLovin is the fastest growing ad platform for DTC brands. It enables brands to run ads in a variety of mobile games, reaching over 150M daily active users in the US and driving measurable performance at scale. AppLovin Ecommerce Newsletter Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.   Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ   And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts.   Follow Nik: Twitter: https://www.twitter.com/mrsharma

In this episode, Andreas Munk Holm sits down with Rich Ashton to unpack the unique thesis behind FirstPartyCapital, a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector.Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge.Here's what's covered:04:07 Why AdTech is the Trillion Dollar Niche11:51 The Facebook & Google Dominance Myth12:22 Case Studies: Trade Desk, AppLovin, Lumen14:17 Why Most Funds Miss the AdTech Opportunity15:38 DOJ vs Google, and the Breakup Implications17:20 AI & the Future of Attention24:37 Why First Party Capital is Uniquely Positioned26:27 From Fund to Syndicate, Studio, and Lending28:54 Portfolio Highlights: Lumen, Bedrock, Pixels31:22 Fund II: Now Raising, Backed by Strategic LPs

薛定谔式更新的 OnBoard! 回来了！今天我们要聊一家在过去几年里创造了美股增长神话的千亿美金传奇公司——AppLovin。如果你关注美股和游戏广告市场，Applovin 的名字一定早就如雷贯耳了。Hello World, who is OnBoard!?AppLovin成立于2012年，2021年在纳斯达克时估值还不到300亿美金，之后一度下跌至不到30亿美金，而经过短短几年的转型，2023年至今市值已经飙升20多倍，成为跻身纳斯达克 100 指数(NASDAQ-100) 的美股顶流千亿美金公司。2024 年营收 47 亿美元，同比 +43%，净利率也高的吓人，EBITDA 高达 27亿美金。而 Applovin 总员工数不到1000人，实现了“人均创造400万美金EBITDA”的惊人效率。这一系列数字背后，是一个在硅谷都值得铭记的神奇故事：一家公司如何从游戏营销经纪公司，转型为游戏公司，又在大家以为广告行业被Google, meta 等巨头垄断没有新机会的时候，剥离所有游戏业务，成功转型为广告技术平台，并重塑行业生态。虽然业绩亮眼，但AppLovin在成长过程中也一直饱受争议。那么争议背后的真实情况是什么？他们所做的事情与我们理解的广告、AI应用到底有怎样的关系？每日触达超 14 亿活跃用户的广告引擎，究竟是怎样打造的？今天我们邀请到的嘉宾大概是最有发言权的人之一了。AppLovin 的技术副总裁葛小川（Giovanni Ge），在 Meta 参与了广告系统核心算法的他，在 AppLovin 转型的关键时刻加入，并发挥了非常核心的作用。这次长达两个多小时的访谈，也是 Applovin 在中文媒体中第一次深度访谈。小川畅谈了很多理解这个公司的关键问题：如何从物理学博士转型，并在关键时刻加入 AppLovinAppLovin 两次转型的精彩历程如何在被低估的手游广告市场中打造了买卖闭环的新型平台这个 AI 第一股背后朴实又本质的算法逻辑和技术思考华尔街为何集体错判（并且似乎还没看清）电商如何成为下一个增长飞轮……嘉宾介绍葛小川 (Giovanni Ge)，AppLovin (NASDAQ: APP) 技术副总裁 (VP of Engineering)，曾在 Meta, Uber 担任高级机器学习工程师，SISSA 凝聚态材料物理学博士，中科大少年班。OnBoard! 主持：Monica：美元VC投资人，前 AWS 硅谷团队+ AI 创业公司打工人，公众号M小姐研习录 (ID: MissMStudy) 主理人 | 即刻：莫妮卡同学友情小广告2024 年，AppLovin 在北京正式组建 Axon China 团队啦！这支团队致力于打造全球化的广告产品，同时，积极探索大语言模型的应用，以技术创新推动行业变革，重新定义广告的未来。如果你听完了这一期分享，对公司的职位感兴趣，可以在如下招聘渠道中申请，不要错过跟这么有意思的一群人打造未来的机会！AppLovin招聘邮箱：lillian.cao@applovin.com招聘网址：（中国）app.mokahr.com；（北美）www.applovin.com我们还聊到AppLovin 为什么自认为是 "千亿美金的创业公司”，形成了no meeting，CTO亲手写代码和产品原型的独特文化。OnBoard! 之前聊了很多AI 技术的细节，这次难得的千亿美金公司成长故事，希望给你不一样的启发。Enjoy!（注：本文不构成任何投资建议！）我们都聊了什么00:03 开场介绍，AppLovin 为什么值得你关注03:34 Giovanni 自我介绍，从凝聚态物理 PhD 到 Uber、Meta，再到 AppLovin 的职业转型09:06 AppLovin 发展史：手游应用推广，自建发行，关键收购，广告平台转型14:24 转折点：广告收入反超游戏，2025 Q1 出售自研游戏资产19:57 AppLovin 的历史机遇与移动广告“三国杀”：Google / Meta vs 碎片化长尾流量22:26 AppLovin 新型平台如何改变定价方式和行业生态，为什么 Google, Meta 做不了30:04 广告推荐模型的演进历史，AppLovin 新模式 ROAS > CTR 背后数据飞轮 39:36 关键决策：“保护开发者长期利益”42:26 华尔街“迟到的认可”——连续 8 季 beat，却股价滞后，被低估的是什么48:32 为什么说 AppLovin 像也不像拼多多？50:35 利润率飙升逻辑56:22 电商广告如何为游戏生态注入“外部现金流”，新的挑战和机会是什么58:30 生成式 AI 机会：创意生成、特征提取与推荐模型01:00:38 如何理解 AppLovin 业务天花板？平台更迭和 LLM 可能带来哪些机遇01:16:34 人均400万美金超高人效背后的“千亿美金创业公司”文化01:23:00 全球招聘与北京研发中心：寻找“三段式”高成长人才01:26:30 AppLovin 人才招聘观，北京团队招人啦！欢迎关注M小姐的微信公众号，了解更多中美软件、AI与创业投资的干货内容！M小姐研习录 (ID: MissMStudy)欢迎在评论区留下你的思考，与听友们互动。喜欢 OnBoard! 的话，也可以点击打赏，请我们喝一杯咖啡！如果你用 Apple Podcasts 收听，也请给我们一个五星好评，这对我们非常重要。最后！快来加入Onboard！听友群，结识到高质量的听友们，我们还会组织线下主题聚会，开放实时旁听播客录制，嘉宾互动等新的尝试。添加任意一位小助手微信，onboard666, 或者 Nine_tunes,小助手会拉你进群。期待你来！

This is Matt Reustle. Today's episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Cher's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Breakdowns since 2021, revealing that while the overall "podcast portfolio" has lagged the S&P 500, individual standouts like AppLovin (540% outperformance) and General Electric (300%+ gains) tell a more compelling story. I examine momentum patterns, discuss both winners and losers, and share insights on using podcasts for investment pattern recognition rather than direct stock picks. The episode concludes with practical thoughts on how podcast insights can serve as an educational starting point for business research and understanding. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠ ⁠here⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Special Episode on Alpha (00:02:11) Exploring Investment Insights (00:02:50) Performance Analysis of Featured Companies (00:04:16) Top Performers and Key Takeaways (00:06:56) Underperformers and Lessons Learned (00:10:10) Future Episodes

The waterfall is dead, long live the waterfall. On July 16, MAX will eliminate waterfall placements. Everything will be bidding.What does that mean? Is that a good thing? Bad thing? What are the impacts?In this episode of Growth Masterminds, host John Koetsier chats with Josh Chandley, co-founder and COO of Wild Card Games. They discuss the major shift in mobile ad monetization from the traditional waterfall method to real-time bidding, effective July 16th. They dive into the complexities of ad mediation, the influence of major players (or ... THE major player) like AppLovin, and the potential revenue implications for game publishers. They also explore the future of ad monetization strategies, the challenges in maintaining transparency, and the potential for integration of broader advertiser audiences in mobile games. Tune in to gain insights into how these changes are reshaping the landscape of mobile ad monetization and what it means for growth marketers.00:00 Introduction to App Monetization00:53 Understanding Waterfall and Real-Time Bidding05:59 Challenges and Changes in Ad Mediation13:15 Impact of Bidding on Revenue and CPMs14:50 The Impact of Performance and Revenue Distribution15:17 Transparency in Ad Auctions15:56 AppLovin's Dominance and Mediation16:30 The Shift from Ad Monetization to User Acquisition20:32 Segmentation and Ad Experience23:15 Expanding Ad Audiences in Mobile Games26:19 The Future of E-commerce Ads in Gaming29:26 Conclusion and Final Thoughts

Subscribe to DTC Newsletter - https://dtcnews.link/signupIn this episode of the DTC Podcast, Eric Dyck hosts Taylor Cain and Jacob from Pilothouse Meta Brain Trust to unpack how high-volume DTC brands test creative at scale on Meta. Learn their hybrid approach using ABO for insight discovery and Advantage Plus/CBO for scaling winners—while keeping testing spend lean at 5–10% of total budget.Key Moments & Takeaways:30+ ads/week testing: how they structure ABO for high-velocity creative discoveryBudget allocation: keep risk predictable by dedicating a small portion to testsMeta signals: what defines ‘net-new creative' and how visuals/text/video intros affect deliveryAI vs. human oversight: balancing Meta's algorithm with strategic media buyingHealth & wellness challenges: dealing with regressions in data permissionsChannel diversification: why brands pivot to AppLovin amid Meta data limitationsSeasonality playbook: capitalizing on lower CPMs pre-summer and prepping for prime Q4Did you know that 98% of your website visitors are anonymous? Instant powers next-level retention by identifying who they are and converting them into loyal shoppers. Sign up for a quick demo today to get 50% off and unlock a guaranteed 4x+ ROI: instant.one/dtcTimestamps00:00 – Why July is the best time to stock the pond for Q402:05 – Creative testing structures: ABO vs. ASC vs. CBO06:50 – Meta's evolving definition of “net new creative”11:55 – How Meta's AI systems (Andromeda, GEM, Lattice) influence delivery17:35 – Health and wellness brands and Meta's tracking limitations22:00 – AppLovin's rise as an alternative channel for supplement brands23:45 – Prime Day effects on Meta ad performance and purchase intentHashtags#MetaAds#FacebookAds#CreativeTesting#EcommerceMarketing#DTCBrands#PerformanceMarketing#PaidSocial#DigitalAdvertising#PilotHouse#AllKillerNoFiller Subscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

Charts and signals indicate a strong possibility that new all-time highs are coming our way. Nasdaq has strong support below, little to no resistance above, and is still upside on the fear/greed index. Last week's pick of Meta and Applovin gave good results, but will this week's picks yield as good?This and much more in this week's "Trading Tips With Jim".

Citigroup, Qualcomm, Apple, Warner Bros Discovery, Robinhood, AppLovin, Meta y Starbucks bajo la lupa de Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.

Die Handelsgespräche zwischen den USA und China machen anscheinend Fortschritte. Für die USA steht die Lockerung von Chinas Export-Restriktionen für seltene Erden im Fokus. China verlangt wiederum eine Lockerung der Exportrestriktionen für Technologie und insbesondere Halbleiter. Unabhängig davon ist die Nachrichtenlage zum Wochenauftakt dünn. Nachdem die Aktien von Robinhood und AppLovin nicht in den S&P 500 aufgenommen werden, sehen wir bei diesen Werten Gewinnmitnahmen. Die Konstellation des Index wurde schlichtweg beibehalten. Tesla leidet unter einer Abstufung des Brokerhauses Baird. Die Hoffnungen für den ersten Launch der Robotaxis sei übertrieben, und das Risiko durch den Streit zwischen Trump und Musk sei nun ebenfalls erhöht. Die Aktien von Warner Brothers Discovery tendieren fest, weil eine Spaltung des Konzerns gemeldet wurde. Der Streaming- und Studiobereich soll vom traditionellen Fernsehbereichs abgespalten werden. Diese Woche stehen die vielen Auktion von US-Staatsanleihen im Fokus, wie auch die Verbraucher- und Erzeugerpreise am Mittwoch und Donnerstag. Die einzig spannenden Ergebnisse kommende diese Woche von Oracle und Adobe. Außerdem wird Apple CEO Tim Cook heute auf der Entwicklerkonferenz um 19 Uhr MEZ eine Rede halten. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Die Handelsgespräche zwischen den USA und China machen anscheinend Fortschritte. Für die USA steht die Lockerung von Chinas Export-Restriktionen für seltene Erden im Fokus. China verlangt wiederum eine Lockerung der Exportrestriktionen für Technologie und insbesondere Halbleiter. Unabhängig davon ist die Nachrichtenlage zum Wochenauftakt dünn. Nachdem die Aktien von Robinhood und AppLovin nicht in den S&P 500 aufgenommen werden, sehen wir bei diesen Werten Gewinnmitnahmen. Die Konstellation des Index wurde schlichtweg beibehalten. Tesla leidet unter einer Abstufung des Brokerhauses Baird. Die Hoffnungen für den ersten Launch der Robotaxis sei übertrieben, und das Risiko durch den Streit zwischen Trump und Musk sei nun ebenfalls erhöht. Die Aktien von Warner Brothers Discovery tendieren fest, weil eine Spaltung des Konzerns gemeldet wurde. Der Streaming- und Studiobereich soll vom traditionellen Fernsehbereichs abgespalten werden. Diese Woche stehen die vielen Auktion von US-Staatsanleihen im Fokus, wie auch die Verbraucher- und Erzeugerpreise am Mittwoch und Donnerstag. Die einzig spannenden Ergebnisse kommende diese Woche von Oracle und Adobe. Außerdem wird Apple CEO Tim Cook heute auf der Entwicklerkonferenz um 19 Uhr MEZ eine Rede halten. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Running UA on AppLovin in 2025? Don't waste another dollar until you hear this.In this episode, we sit down with Alexis Lejeune (ex-AppLovin, now UA advisor) to dive deep into how AppLovin's UA stack really works — including how to scale, when to use D28 ROAS, how to test creatives, and how Axon 2 finds your payers before you do.What we cover:Axon 2: How AppLovin's black box blends mediation + advertiser dataD0 vs. D7 vs. D28: Which ROAS model works best and whenWhy $500 budgets won't calibrate for IAP gamesCampaign caps, crashes, and recovery strategiesWhy campaign goals should be set per geo & not touched every 2 daysWhy playables matter more than ever and how they qualify usersHow to refresh creatives based on spend volume (5–10/week at $10K/day)Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guest: Alexis Lejeunehttps://www.linkedin.com/in/alexis-lejeune/Youtube: https://youtu.be/V3TJwkPBXOMJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Guest Introduction05:03 Alexis Lejeune's Journey in Gaming07:45 Understanding Applovin and Its Reputation11:28 Exploring Axon 2 and Its Functionality14:17 Campaign Strategies: D0, D7, and D28 Models22:43 Common Mistakes in User Acquisition27:22 Optimizing Campaigns on Applovin32:40 Data-Driven Campaign Strategies34:50 The Importance of Playable Ads38:09 Creative Optimization and User Engagement39:51 Creative Refresh Strategies44:45 Aplovin and TikTok: A Strategic Merge47:12 Facebook's Advertising Ambitions48:03 Maximizing ECPMs for Publishers54:51 Ad Formats: Length and User Experience56:34 Banner Refresh Rates and Optimization---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me

There are a lot of great ideas for products and brands out there, but sometimes the difference between success and failure lies in getting the details right and understanding the customers and users of your product. Today we're going to talk about growing a brand by focusing on the details that matter. To help me discuss this topic, I'd like to welcome Dominic Minogue, CEO of Dirty Water, the world's first session hard seltzer, and a brand that started in New York City and has quickly grown well beyond, with some phenomenal and awards to match. About Dominic MinogueDominic Minogue is the founder and CEO of Dirty Water, the world's first session hard seltzer that's making the beverage industry dangerously refreshing. Dubbed “The Dive Bar Hard Seltzer," Dirty Water offers a crushable experience that's not too sweet and not too carbonated with 4.5% ABV, 0 sugar, 0 carbs and only 90 calories. As a lover of light beer and hard seltzer, Dom wanted to create a beverage that encapsulated the best of both while leaving the rest behind. A great light beer is unobtrusive, crisp and smooth with no frills and no worries about what to get because it's the same every time. A great hard seltzer offers a healthier choice with less calories, carbs and sugar along with no gluten, however the fruity flavors almost always present a scenario of digging around to avoid an unfavorable flavor or two. In comes Dirty Water - born a hard seltzer, but identifies as a light beer. One flavor, not too sweet, not too carbonated and just perfect for any occasion. Prior to launching Dirty Water in 2024, Dom held various positions within the mobile gaming industry that also centered around the values of community and connection. Most recently, he was VP of Game Operations at Rewardify, a mobile games app that rewards players for their love of the game through cash prizes, where he standardized the company's cash-economy and developed publishing models. He also led product marketing for Applovin's Lion Studios where he achieved 2.5B downloads worldwide, tested over 1000 games and brought 30+ games to #1 on iOS and Android stores. In addition, Dom is a food enthusiast and creator with 180K+ followers on TikTok at @dommelier where he gives quick recipes and how-to's for preparing different cuisines from around the world. RESOURCES Dirty Water: https://www.dirtywaterbrand.com https://www.dirtywaterbrand.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Online Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In this solo 2.5 Gamers Monologue, Felix walks you through a full setup and strategy guide for AppLovin MAX mediation, from the basics to advanced performance optimization.Whether you're new to MAX or want to stop leaving revenue on the table, this video covers:How to set up ad units correctlyWhich networks to start with in 2025How to manage fill rates, waterfall placements, and API syncingWhat to monitor daily (like ad ARPDAU, viewer rates, and impressions per DAU)Real-world benchmarks for rewarded, interstitial, and banner formatsWhat advanced reporting still matters now that placements are being deprecatedThis is your complete starter guide to Applovin MAX.Using AppLovin MAX for ad monetization?This video is your complete, updated walkthrough — from setup to optimization — based on years of real-world experience.Felix breaks down:✅ How to set up ad units without overcomplicating things✅ Which networks to prioritize for rewarded, interstitial, and banner✅ How to connect APIs for accurate reporting (and avoid surprise payout gaps)✅ What to track daily: ad ARPDAU, viewer rates, and revenue trends✅ How to run clean A/B tests on bidders and placement floors✅ What to look for in advanced reports before placements go awayIf you're building any ad-monetized game or app, this is the baseline you need.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------Vibe. Vibe is the leading Streaming TV ad platform for small and medium-sized businesses looking for actionable advertising campaign performance.https://www.vibe.co/---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/LtEJuyad7dYJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Max Mediation02:05 Understanding Max Mediation's Market Position05:37 Getting Started with Max Mediation09:24 Setting Up Ad Units and Networks12:46 Analyzing Performance Data18:16 A/B Testing Strategies20:36 Advanced Reporting Techniques24:14 Conclusion and Next Steps---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Eric Franchi and Ari Paparo are joined by Olivia Kory, Chief Strategy Officer at Haus, Olivia explains her research on YouTube and AppLovin as well as how the methodology can work across media. The group discusses the big news that Xandr Invest is shutting and recaps the DMS conference. Learn more about your ad choices. Visit megaphone.fm/adchoices

The team reacts to this year's World Video Game Hall of Fame inductees and unpacks Triple Dot's surprising acquisition of AppLovin's mobile games business—what does it signal for the midcore M&A market? With public gaming companies hitting all-time highs, we discuss whether this is a sustainable trend or a short-term sugar high. Supercell's major Squadbusters revamp gets the DoF treatment, and we debate Nintendo's cautious forecasts in light of its market position. Rounding things out, we analyze Microsoft's strategic shifts post-console wars and what the completed Activision deal actually changes for the ecosystem. Packed episode. Big takes. No filler.02:43 Hobby Updates and Banter05:06 Dream Games TV Campaign Analysis06:40 Interview with Mike Quigley07:29 Prize Picks and Predictive Markets17:37 World Video Game Hall of Fame Inductees20:38 Triple Dot Acquires AppLovin's Mobile Game Business30:03 Publicly Traded Gaming Companies at All-Time Highs36:03 Supercell & Squadbusters Revamp50:48 Nintendo's Conservative Forecast 54:16 Microsoft's Strategic Shift and Console Market Impact56:58 The Activision Deal and Its Implications01:02:23 Conclusion and Wrap-Up

Want real ROAS benchmarks from 300+ games and $200 M+ in spend?This episode of 2.5 Gamers goes deep with ZJ from PVX Partners, who brings an insane dataset from UA financing across puzzle, casual, strategy, and 4X games.We cover what's really happening in 2025:

AppLovin - Reach your ideal customers in mobile games across diverse genres, with 150M+ U.S. daily active users. Apply for AppLovin's Ecommerce Beta

In today's MadTech Daily, we cover Tripledot's acquisition of AppLovin's mobile gaming unit, Apple's AI search shaking up Google's dominance, and the Digiday+ Research showing the priority of publishers.

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Daniel Eckert über die Magie der Mausaktie Disney, Insolvenz einer Diät-Ikone und den stoischen Kurs der Fed. Außerdem geht es um Alphabet, Nvidia, Uber, Charles River Laboratories, Hensoldt, Fresenius, Vonovia, Carl Zeiss Meditec, Eli Lilly, Novo Nordisk, WeightWatchers, Volkswagen, Mercedes, BMW, Ferrari, Nvidia, Meta Platforms, Microsoft, Altria, Saudi-Aramco, AppLovin, ConocoPhillips, CNOOC, Investor AB, Arista Networks, Visa, Blackstone, KKR, Pinduoduo, Investor AB, Hermès, Münchener Rück, Allianz, Deutsche Telekom, SAP, MicroStrategy und Vertex Pharmaceuticals. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch Das Buch zum Podcast? Jetzt lesen. Disney überrascht mit Abos und mag den Nahen Osten. Apple mag Google vielleicht nicht mehr und AppLovin mag keine Mobile Games mehr. US-Notenbank will Zinsen nicht senken, USA & China wollen reden und MercadoLibre wächst rasant. Das Hermès der Werkzeugbauer, sagen die Margen. Aus der Zeit gefallen, sagen die Autos. Sehr solides Business, sagt der Aktienkurs. Das alles ist Snap-on (WKN: 853887). Siemens (WKN: 723610) ist immens. Aber was macht die Firma eigentlich? Wir haben uns den vielleicht wichtigsten Bereich mal genauer angeschaut. Diesen Podcast vom 08.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Sesión marcada por compañías como ConocoPhillips, Warner Bros, Microsoft, Alphabet y APPLOVIN. Con Rafael Damborenea, profesor de finanzas en EUDE Bussines School.

Sesión marcada por compañías como ConocoPhillips, Warner Bros, Microsoft, Alphabet y APPLOVIN. Con Rafael Damborenea, profesor de finanzas en EUDE Bussines School.

How do you market a non-alcoholic, elderflower, THC beverage?  If it sounds like a lot, it's because it kind of is: Nik's got Aaron from BRÉZ on this week's episode to talk about creativity, positioning, and advertising in a broad space like the beverage industry. You might have a creative product, but how do you get it to stand out when people may not be familiar with THC products? Aaron explains how the brand tackles this and what problem they're aiming to solve in the space.  And, how do you advertise a THC drink on platforms like TikTok and Meta when there's restrictions on cannabis products? The answer might lie with AppLovin, or even using creative language to get around certain words.  Plus, Aaron mentions not playing the price game—how you price products has an effect on branding. Why should THC beverages think about avoiding “cheap” pricing? BRÉZ is about having a good experience, and the price should reflect that.  Prescient AI is the world's smartest marketing decision engine, powered by the most dynamic MMM. Forecast, test, optimize, and scale top-of-funnel spend with confidence. Visit https://prescientai.com/limited  Want more DTC advice? Check out the Limited Supply YouTube page for more insider tips.   Check out the Nik's DTC newsletter: https://bit.ly/3mOUJMJ   And if you're looking for an instant stream of on-demand DTC gold, check out the Limited Supply Slack Channel for Nik's most unfiltered, uncensored thoughts.   Follow Nik: Twitter: https://www.twitter.com/mrsharma

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.An Indian missile attack on Pakistan-controlled territory has killed at least 26 civilians and left 46 injured; a Pakistan military spokesman noted there were exchanges of fire with Indian troops at multiple places along the ceasefire line in Kashmir and announced that five Indian aircraft were shot down.US President Trump said they will have a very big announcement before the Middle East trip which will be a really positive announcement on Thursday, Friday or Monday before they leave.APAC stocks traded mostly higher as participants digested the PBoC's announcement to loosen monetary policy and reports of upcoming US-China talks this week but with the gains capped amid geopolitical escalation between India and Pakistan.European equity futures indicate a slightly positive cash market open with Euro Stoxx 50 futures up 0.1% after the cash market finished with losses of 0.4% on Tuesday.Looking ahead, highlights include German Industrial Orders, French Trade Balance, EZ Retail Sales, Fed, NBP, CNB & BCB Policy Announcements, Fed Chair Powell's Presser, Supply from France, UK & US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold, Bunge, BMW, Fresenius, Siemens Healthineers, Novo Nordisk, Pandora & Nexi.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China's Ministry of Commerce confirmed US-China trade talks with Vice Premier He Lifeng to visit Switzerland from May 9th-12th and will visit France from May 12th-16th for economic and financial dialogue.PBoC Governor Pan announced to cut RRR by 50bps effective May 15th and to cut the policy interest rate by 10bps effective on May 8th with the 7-day reverse repo rate lowered to 1.40% and interest rates on Standing Lending Facility across all tenors lowered by 10bps. Pan stated that the policy rate cut will lead to a Loan Prime Rate cut of 10bps and the RRR cut will release about CNY 1tln in liquidity.European stocks mixed whilst US-Sino trade talks have been confirmed and as traders await the FOMC.USD stronger vs. peers as US-China meeting spurs trade hopes, JPY underperforms.Two way action for EGBs & Gilts but benchmarks ultimately firmer, aided by auctions. USTs more contained pre-FOMC.Crude firmer on China's monetary policy easing, US-China trade talks, and rising tensions between India and Pakistan.Looking ahead, Fed, NBP, CNB & BCB Policy Announcements, US Treasury Secretary Bessent, Fed Chair Powell's Presser, Supply from the US, Earnings from AppLovin, Carvana, Arm, DoorDash, AMC, Uber, Disney, Barrick Gold.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What if a cozy puzzle game could generate $80K/day — with 89% of that from ads? Dreamy Room is the breakout hit you didn't see coming. It's not Royal Match. It's not hypercasual. It's deterministic puzzling at its finest — and it's scaling fast.We break down why Dreamy Room is crushing downloads, how its simple-but-hard core loop drives ad revenue at scale, and why it's one of the most innovative ultra-casual games of 2025.

Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. 

What are the best ad networks in the world? Where can you get the best ROI and the most ROAS? The Singular ROI Index is the longest-running global ROI report, and we've just released a new version for 2025 with all the answers.In this solo episode of Growth Masterminds, host John Koetsier delves into the recently released Singular ROI Index for 2025. He highlights the extensive data behind the report, which includes trillions of ad impressions and billions of app installs. John introduces new features such as the Singular ROI Quadrant and the separation of scaled versus growth ad partners. He also provides specific insights into regional ad networks and the rising trend of incentivized ad networks. Additionally, he touches on the surprising resilience of X (formerly Twitter) in niche markets and the competition between industry giants like AppLovin and Moloco. This episode is packed with valuable information for marketers looking to optimize their ad spend and discover new high-performing networks.00:00 Introduction to Growth Masterminds00:56 Breaking Down Ad Networks01:39 New Features in the ROI Index02:34 Exploring the Singular ROI Quadrant04:41 Regional Insights and Top Ad Networks06:15 The Golden Nine and Apple Ads07:24 Incentivized and Rewarded Ad Networks08:18 Reddit's Advertising Potential09:18 Twitter's Transition to X10:11 AppLovin vs. Moloco11:28 Conclusion and Final Thoughts

AppLovin - Reach your ideal customers in mobile games across diverse genres, with 150M+ U.S. daily active users. Apply for AppLovin's Ecommerce Beta

This week's episode of the podcast is in a new format: MDM Mailbag. I recruited Taylor Holiday, the CEO of eCommerce advertising agency Common Thread Collective and a prominent voice on DTC Twitter, to answer questions submitted by the MDM community. Among other topics, those questions related to:Any visible weakness in consumer spending related to tariffs;The viability of AppLovin and Pinterest for eCommerce advertising;The evolving business model of digital advertising agencies;The appropriate proportion of platform budget to route through Advantage+ and PMax.Thanks to the sponsors of this week's episode of the Mobile Dev Memo podcast:INCRMNTAL⁠⁠. True attribution measures incrementality, always on.⁠⁠⁠Clarisights⁠⁠⁠. Marketing analytics that makes it easy to get answers, iterate fast, and show the impact of your work. Go to⁠⁠⁠ clarisights.com/demo⁠⁠⁠ to try it out for free.ContextSDK. ContextSDK uses over 200 smartphone signals to detect a user's real-world context, allowing apps to deliver perfectly timed push notifications and in-app offers.Interested in sponsoring the Mobile Dev Memo podcast? Contact ⁠Marketecture⁠.

Plus - This day in stock market history; Tuesday's fortunate/unfortunate stocks Learn more about your ad choices. Visit podcastchoices.com/adchoices

(0:00) Introduction (1:00) Overview of AppLovin vs Unity market situation since 2022(2:10) Discussion of current mobile UA market conditions(6:30) Introduction to AppLovin vs Unity topic(9:00) How AppLovin gained advantage through Max mediation platform(11:10) The data advantage of first-party data in AppLovin's ecosystem(13:20) The lock-in effect of AppLovin's mediation and UA offerings(17:30) The snowball effect of AppLovin's market dominance(19:40) How AppLovin captured MoPub market share(22:20) Unity's execution issues after Iron Source merger(25:00) Cultural conflicts within Unity and algorithm problems(29:00) Discussion of Unity's "Vector" AI initiative(32:40) Unity's disappearing account managers and weak sales culture(35:20) AppLovin's focus on high-value customers and resource allocation(38:20) Increasing margin for AppLovin as market share grows(40:40) Unity's potential comeback strategy with Vector(45:10) The challenge for any network to compete with AppLovin(48:40) The "must use" nature of AppLovin for ad-monetized games(52:00) The risks of having 70-80% of UA budget on AppLovin(54:30) Potential industry alternatives to AppLovin(57:00) Discussion of emerging competitors like Moloco and Integral(1:01:30) The possible path forward for Unity to compete(1:05:40) Predictions for the future of mobile UA in two years(1:10:00) Speculation about AppLovin's TikTok acquisition bid(1:14:20) Wrap-up and conclusionSUBSCRIBE TO GAMEMAKERS:- Newsletter: https://gamemakers.substack.com/

In this week's episode of The Refresh, Kait from Marketecture dives into a chaotic mix of acquisition rumors, ad fraud allegations, new tech rollouts, and a shift in how advertisers think about data and identity. From TikTok's uncertain future to Spotify's programmatic power play, here's what went down. This week's highlights: TikTok's next owner? – Amazon, Applovin, and even a Trump-backed billionaire consortium are in the mix. Applovin's algorithmic advantage and Amazon's ecomm ambitions make them viable contenders—but antitrust and politics muddy the waters. No matter who ends up with TikTok, creators and advertisers should brace for disruption. Analytics vs. Verification Vendors (Again) – A new 240-page report alleges IAS, DoubleVerify, and HUMAN failed to block millions of ad impressions from known bots. The vendors clapped back, calling the findings flawed and unsubstantiated. Meanwhile, Analytics continues to expose weak points in media quality across the ecosystem, even if some argue the system is working “as designed.” Spotify launches the Spotify Ad Exchange (SAX) – The long-anticipated exchange is here, giving advertisers more control over targeting, measurement, and creative—plus the ability to generate AI-powered audio on-platform. It's a clear move to democratize access and tap into the growing SMB market. WPP acquires InfoSum – WPP is going all in on federated data collaboration and AI-based targeting. With cookies fading and identifiers under scrutiny, the future of audience segmentation may lie in machine learning models and predictive behaviors—not user IDs. Learn more about your ad choices. Visit megaphone.fm/adchoices

JPMorgan's Chief Economist tells us why he upped his U.S recession risk to 60%. President Trump posting he'll extend the TikTok sale deadline by 75 days—we have instant reaction from the CEO of AppLovin, one of the companies bidding to buy the social media service. Plus, the software name that could be a stealth tariff winner. 

GDC's over, but the takes are still hot. Eric Kress recaps the chaos and questions Dark Legion's staying power, while Phil gives the Game Craft boys a well-deserved nod. Then it's Switch 2 speculation time: is Nintendo finally back in the power game? Meanwhile, Roblox cozies up to Google for rewarded ads—what does that mean for the ecosystem? Meanwhile, AppLovin fights off short seller heat while asserting market dominance. Plus, Tencent's playing the long game with Ubisoft, again—no surprise, but lots to unpack.02:12 GDC Highlights and Dark Legion Update03:18 Game Craft Podcast05:27 CEO Interviews and App Charge Partnership07:31 GDC Attendance and Dark Legion Performance15:58 Switch 2 Announcement23:26 Roblox Rewarded Ads and Google Partnership31:54 AppLovin's Short Seller Allegations36:17 Hedge Fund Hotels and Market Dynamics36:36 AppLovin Market Dominance38:49 Mobile Legends: Bang Bang Acquisition43:57 Supercell's New Game: First Impressions53:22 Ubisoft's $1.25 Billion Tencent Deal01:05:36 Tencent's Long Game and Market Strategy 

Plus, the EU vows to respond to additional 20% tariffs that come on top of metals and auto levies threatening the bloc's economies. And Amazon and AppLovin join a list of bidders aiming to take over TikTok. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Trump outlining his tariff plans at a Rose Garden event this afternoon. We discuss the impact on the economy, autos, pharma and housing. Plus Amazon and Applovin among the names reportedly putting together bids for social media app TikTok. The state of play as the divestiture deadline approaches.Fast Money Disclaimer

Amazon and AppLovin are just two of the many names reportedly jumping in to try and buy TikTok as the deadline looms. We look at how no matter who buys TikTok, it could have a huge impact for competitor Meta and its AI strategy. 

Carl Quintanilla, Jim Cramer and David Faber delved into a lot of news for the markets to digest, including the Fed's preferred inflation gauge:  February Core PCE came in hotter than expected. The anchors reacted to a report which says President Trump warned automakers not to raise prices in reaction to tariffs. Ahead of its Friday public debut, Nvidia-backed AI cloud provider CoreWeave priced its IPO well below the expected range. Also in focus: Lululemon slides on weak sales guidance and a "cautious consumer," short seller vs. AppLovin, Deutsche Bank slashes its Tesla price Target. Squawk on the Street Disclaimer 

Short-seller Muddy Water Research takes aim at AppLovin (APP). It argues the software advertising company saw more than half of its e-commerce conversation from retargeting and violated terms of service on major digital ad platforms. As Caroline Woods points out, the stock still rallied today after Thursday's deep selling action. She scans through the short report and talks about the claims in-depth. Dan Deming turns to an example options trade in AppLovin.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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Mishka wrestles with the implications of AppLovin's Triple Dot acquisition, while Scopely's latest move has everyone questioning the future of Pokémon Go. Eric breaks down the latest insights from the Turkish gaming industry, while Jen dissects the Midia Research gamer segmentation report. Phil revisits the hypercasual ad playbook, while Subway Surfers just keeps running. Plus, a final look at GDC announcements, the mobile vs. console showdown, and what it all means for the industry.The Deconstructor of Fun Newsletter:www.deconstructoroffun.com/subscribeContinue the conversation on our Slack channel:www.deconstructoroffun.com/slack04:24 Turkish Gaming Industry Insights06:20 GDC Event Announcements09:16 Triple Dot and AppLovin Acquisition Analysis22:58 Midia Research Gamer Segmentation Report30:10 Social Elements in Gaming30:35 Mobile vs Console31:13 Farmville, Monopoly Go, and Female Gamers33:41 Subway Surfers34:23 The Hypercasual Ad Strategy41:12 Scopely's Acquisition of Niantic Games44:04 The Future of Pokemon Go53:50 Scopely's Strategy

Scott Wapner and the Investment Committee debate the turbulent and volatile markets after President Trump announces reciprocal tariffs could start as early as today.  Plus, the desk discusses their momentum strategy after stocks like Palantir and Applovin lose steam. And later,  we take Fed Chair Jerome Powell's comments live at the U.S. Monetary Policy Forum. Investment Committee Disclosures 

Eric tries his best to make sense of the AppLovin deal, while Monster Hunter Wilds has never made more sense. Laura covers Supercell's Lonely Island play, Boat Game, while Jen defends Disney IP as it STEPs it up in Japan. Phil wants a recount of Guitar Hero's demise, while Activision announces another entry in the franchise.The Deconstructor of Fun Newsletter:www.deconstructoroffun.com/subscribeContinue the conversation on our Slack channel:www.deconstructoroffun.com/slack00:00 Introduction and Hosts02:27 Today's Topics Overview03:01 Jen's UCLA Story04:00 GDC Announcements05:46 AppLovin's Short Seller Drama07:26 Steam's Record-Breaking Numbers08:32 AppLovin's Game Division Sale12:50 Sony's PlayStation VR 2 Price Drop13:55 Supercell and SpaceApe Updates17:15 Forte's Acquisition of Sealants18:06 Miniclip Acquires Lessmore18:38 Supercell's New Boat Game23:05 Supercell's Market Mismatch23:34 Roblox Comparison Debate24:06 Monetization Challenges25:01 Split Faction Reviews25:43 Fable Delayed Again26:44 Monster Hunter's Global Success31:29 Disney Step in Japan34:10 Scopely's Vanity Play39:06 Guitar Hero Mobile Announcement44:45 The Fall of Music Games46:52 Conclusion and Farewell

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia's 78% yearly revenue growth. - CEO Jensen Huang's vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 528: Toby and Ann recap Nvidia's latest Q4 earnings that quelled the concerns of Wall Street after DeepSeek made its way into the scene. Phew. Then, Amazon unveils its new beefed up Alexa that's taken the AI juice. Also, AppLovin is caught in the crosshairs of short sellers that have raised many eyebrows about its expansion strategy. Meanwhile, Toby and Ann share their favorite numbers on religion, the ‘null' number, and Argentina soccer players. Finally, it's a rundown of headlines to close out the day.  LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Go to LinkedIn.com/MBD Terms and conditions apply. Only on LinkedIn ads. Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Check out https://linkedin.com/MBD for more! Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Hear more from Ann on After Earnings: https://open.spotify.com/show/5I5q3LIg1ueDWoTM8AZsHQ?si=d427df87994941e2 Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami discuss NVIDIA's anticipated earnings report, including potential market reactions and investor expectations. They also explore broader market movements, examining why yields have fallen and speculating on the influence of recession fears. The hosts touch on diversity, equity, and inclusion (DEI) policies in major U.S. companies, highlighting Bank of America's pullback and Apple's commitment amidst external pressures. The show ends with a discussion on major meme stocks like Tesla and AppLovin, detailing recent stock movements and short reports predicting their future performance. Articles Referenced Anthropic's latest flagship AI might not have been incredibly costly to train (TechCrunch) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

In this episode of Market Mondays, we explore whether the S&P 500 is heading toward a lost decade with lower-than-expected returns or if industries like AI, cloud computing, and semiconductors will continue driving growth. We also discuss Bitcoin as an investment for kids—should parents consider crypto as a long-term wealth-building tool? Additionally, with Trump's economic policies shaking the markets, we analyze which three stocks are best positioned to thrive despite tariff pressures and political uncertainty.This week's earnings breakdown includes key reports from McDonald's, Shopify, Medpace, S&P Global, Applovin, and Palo Alto Networks—which stocks look strongest for future gains? We also examine Palantir (PLTR) and its potential 2025 valuation, discuss how to stay disciplined in investing when greed and fear take over, and explore subscription-based stocks beyond Netflix that offer stable recurring revenue. Plus, we take a deep dive into the energy sector and its 2025 outlook, with a focus on Chevron (CVX), ExxonMobil (XOM), and EQT—will oil remain dominant, or will renewables take the lead?To wrap up, we sit down with John Hope Bryant, a champion of financial literacy and wealth-building, to discuss how individuals can shift their mindset from consumer to investor. He shares key strategies for breaking generational cycles of poverty and taking control of financial futures. This is an episode packed with insights for investors of all levels—don't miss it!