Podcasts about applovin

MORE STAFFINGRecruit, onboard, and train incredible virtual professionals in the Philippines with my friends at More Staffing by visiting ⁠https://morestaffing.co/af⁠. RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=youtube.//Scaling an ecommerce brand today means confronting rising costs, shifting ad platforms, and the hype cycle of new tools like AI. In this episode, Andrew Faris cuts through the noise with six clear, tactical lessons drawn directly from his work with high-growth DTC brands.You'll learn why retention advertising is often the most overlooked source of incremental revenue, why Meta remains the most powerful platform for growth despite the complaints, and how AppLovin is emerging as a serious performance channel. Andrew also breaks down why creative success is harder than most founders realize, what the AI “trough of disillusionment” means for operators, and how the right mix of vision and process can transform a business.If you want practical insights that can help you make smarter ad spend decisions, improve your creative process, and position your brand for sustainable growth, this episode is a must-listen.//CHAPTER TITLES:00:00:39 - Spend Money On Retention Advertising00:04:16 - A.I. Delusion00:08:51 - Related Points For Customers00:17:51 - META Is Still AWESOME!00:23:26 - App Lovin00:26:57 - Bring In The RIGHT Team//SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: ⁠⁠https://www.youradmission.co/andrew-faris-podcast⁠//FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris ⁠Email: podcast@ajfgrowth.comWork with Andrew: ⁠https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Wade Brown is the Vice President of Marketing at cbdMD, a publicly traded company known for its CBD and cannabis product lines. He is a seasoned executive with expertise across ecommerce, B2B and B2C channels, digital advertising, and strategic partnerships. Wade has led marketing for restricted product categories, including CBD, THC beverages, firearms, and tactical gear, with leadership roles at SupplyKick, Inc Authority, NatureWise, among others. At cbdMD, he drives customer acquisition and creative ad strategies, spearheading the launch of the Herbal Oasis infused beverage line and securing distribution with major retailers like Total Wine. In this episode… When the usual ad channels become crowded, expensive, or off-limits, many brands can get stuck with limited growth options. For companies in restricted categories, the challenge is even greater: How do you reach high-quality customers while staying compliant and profitable? Could a lesser-known platform like AppLovin be the untapped opportunity these brands need? According to Wade Brown, a seasoned marketing leader with deep expertise in restricted product categories, AppLovin has become one of the most reliable top-of-funnel acquisition channels. He highlights that the platform delivers trackable, high-quality traffic, often outperforming Meta and TikTok. The key, Wade explains, is repurposing proven creatives like UGC videos while also testing interactive HTML ads that offer richer engagement. By treating AppLovin as a funnel starter rather than expecting immediate conversions, brands can nurture audiences more effectively and expand reach into new markets. This strategic approach helps restricted brands capture authentic traffic and build sustainable campaigns. In this episode of the Minds of Ecommerce, Raphael Paulin-Daigle interviews Wade Brown, VP of Marketing at cbdMD, about how AppLovin helps restricted brands scale customer acquisition. Wade discusses the advantages of HTML ads, how to repurpose winning creatives, and the importance of patience in testing. He also shares insights into funnel measurement, traffic quality, and common mistakes marketers make when evaluating new platforms.

This week on the Trading Justice Podcast, the brothers break down the weakest jobs report since 2020 and what it means for the market. With payrolls adding just +22,000 in August vs. +75,000 expected, revisions going negative, and confidence slipping, the labor market is flashing real warning signs.   We cover the Top 5 Reasons Corporations Aren't Hiring — from high rates and weak demand to the rise of AI — and ask the hard questions: - Is AI the real driver behind the hiring freeze?  - What does this mean for Fed policy and future rate cuts? - Can the White House and Fed restore confidence before things worsen? - In Stock It or Drop It, we break down Robinhood, AppLovin, Chewy, Broadcom, Salesforce, Alphabet, UNH, and Starbucks. Winners, losers, and what setups we're watching. Finally, in Coaches Corner, we tackle pressing mindset and career questions — from AI layoffs to pushing through fear, to whether rate cuts now spell opportunity or recession.

Do you have a plan for BFCM? Or are you just flying blind? Nik walks through his complete Black Friday Playbook: a detailed, 15 page, step-by-step breakdown designed to help brands maximize revenue while avoiding the common pitfalls of BFCM, including: > Crafting compelling promotions without undercutting your own offers > Website optimizations that boost conversions (and pass the “grandma test”) > Smart approaches to bundles, discounts, and subscriber loyalty > Email & SMS capture strategies that actually work > The one thing most brands overlook: terms & disclaimers that save you headaches later Nik also shares insider examples from brands like Jones Road, Jolie, and Ridge, plus clever UX tweaks and founder-driven emails that help build brand trust during the busiest shopping season of the year. Whether you've already mapped out your BFCM campaigns or you're scrambling to finalize the details, this episode is for YOU.  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 special Two and a Half Gamers episode, Matej and Felix sit down with Zino Rost van Tonningen (TyrAds) to deep dive into the history, present, and future of rewarded monetization & offerwalls.Key insights:History of rewarded ads:Early “incent installs” → rank-boosting campaigns (TapJoy, FreeMyApps).Multi-reward systems (TapJoy, IronSource, Fyber).Misplay breakthrough: timer-based playtime rewards + personalization.AdJoe & others scaled Misplay's model into SDK solutions.The shift to personalization:Old offerwalls = one-size-fits-all.New generation = hyper-personalized rewards per user.Use of media source data (Google, Unity, AppLovin, etc.) to adapt rewards based on traffic quality.Publisher perspective:Offerwalls can contribute 5–30% of game revenue depending on genre.Biggest impact: retaining non-payers & dolphins by giving them an alternative to IAP.Integration fights today echo old mediation wars (bonuses, rev guarantees, exclusivity deals).Best practices for choosing an offerwall partner:LiveOps environment — events, hot deals, timed offers.Transparency — explain revenue spikes/drops & media source impact.Personalization — reward scaling, segmentation by user type & UA source.UI/UX — aesthetics matter; no more “Windows 95” offerwalls.Zino's TyrAds SDK v3.0:One-time integration, no updates needed.Customizable design to match game branding.Hyper-personalized rewards, dynamic leveling systems.LiveOps events triggered per user (push, in-app messages).Takeaway: Rewarded monetization has entered its 4th generation: hyper-personalized, data-driven, and LiveOps-powered.https://tyrads.com/Get our MERCH NOW: 25gamers.com/shop---------------------------------------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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special guest: Zino Rost van Tonningenhttps://www.linkedin.com/in/rovato/zino@tyrads.comJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Rewarded User Acquisition04:30 The Evolution of Rewarded Monetization07:10 The Shift from Incentivized Installs to Quality KPIs09:51 Innovations in Rewarded Advertising: Multi-Reward and Playtime Solutions12:33 The Role of Personalization in Rewarded Monetization14:56 Challenges in Current Rewarded Solutions17:48 Evaluating Monetization Solutions: Key Considerations20:15 The Importance of LiveOps in Engagement23:06 Transparency and Optimization in Offer Walls28:34 Differentiating Offer Walls for Monetization30:44 The Importance of Data in Monetization Solutions31:28 Personalization and User Engagement in Offer Walls33:18 SDK Evolution: From Version 1 to Hyper-Personalization36:14 Leveraging Machine Learning for Offer Wall Optimization40:14 Engaging Users with LiveOps and Hot Deals44:01 Dynamic Leveling Systems for Enhanced User Experience46:58 Criteria for Effective Offer Wall Implementation48:47 Revenue Impact and Client Engagement---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comZino Rost van TonningenCEO of TyrAdshttps://www.linkedin.com/in/rovato/zino@tyrads.com---------------------------------------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

0:00 - Intro0:08 - The Jamaica Labour Party will form Jamaica's Government for a third consecutive term.0:45 - Meanwhile, in Guyana, President Dr Irfaan Ali has been sworn in for a second term following a landslide victory in the September 1st General Election.1:14 - United Oil and Gas has received the final permits it needs to start collecting and testing samples for oil and gas just off Jamaica's shoreline.1:47 - OMNI Industries is ramping up the exports side of its business following its first shipment of paint buckets and lids to Barbados.2:16 - Investment banking app Robinhood and advertising app AppLovin will be added to the S&P500.

In the latest RiskReversal Podcast, Dan Nathan and Peter Boockvar, CIO at OnePoint BFG Wealth Partners, delve into a gamut of financial topics. They discuss the recent August jobs data and changing dynamics within the S&P 500, including the addition of Robinhood and AppLovin. They analyze the impact of these changes on index funds, noting the risks of high valuations. The conversation then shifts to notable movements and future prospects of major tech stocks like Nvidia, Tesla, Microsoft, and others amidst increasing competition and investment in AI. Peter shares contrarian investment ideas in non-cyclical consumer non-durable stocks such as Conagra and Nestle, highlighting their defensive nature and potential dividends. The dialogue concludes with a broader discussion on economic data, inflation, and potential Fed rate cuts, emphasizing the market's readiness for various scenarios. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

DAMION1Let's start with some shameless self-promotion: In our 'So it's theoretically possible you can NOT like someone on the board!' headline of the week. Jim Cramer Likes A Casino CEO Board Member Of AppLovin Corporation“He's also on the board of AppLovin by the way, which makes me feel like AppLovin's okay.”In our 'Of course I'm independent, you moron! I've only been on the board since Clinton was President, not like Reagan or something! Not to mention I've barely been chair for like a minute, since Obama was president, and he's still alive! And 20 million dollars is nothing! COO Jeff Williams made 27 million last year, dummy.' headline of the week. Apple's Chairman of the Board Sold More Than $20 Million in StockIn our 'Hey Ma, I just crashed our car! But if I promise to NOT do it again if you give me a million bucks?! Ask Dad.' headline of the week. The Tesla directors who just proposed giving Elon Musk a trillion dollars say it's “critical” he stay out of politicsIn our 'A college dropout and a racist walk into a bar...' headline of the week. Hot mic catches Zuckerberg admitting his $600 bn vow to Trump was a guess“Oh gosh, um, I think it is probably gonna be, something like, I don't know, at least $600 billion through 2028, in the US, yeah.”In our 'The SEC proposes "Interim CEO" to become a permanent C-suite title' headline of the week. CEO Scandals: Viral Outrage Forces Top Executives OutIn our 'Proxy votes: where morality goes to abstain' headline of the week. Korean Pension Fund Balances Profit and Principles in U.S. Proxy Votes In our 'Are you done writing your little 'book' for the day? Here's 10 dollars.' headline of the week. Anthropic agrees to pay authors over $1.5 billion for using their work to train AI, totaling around $3,000 a bookIf you include all realistic hours, an author paid $3,000 per book typically ends up with about $1.20 to $10.00 per hour, depending on how much work the project actually requires.For most full-length books the realistic band is ≈$2–$6 per hour, and for research-heavy projects it can drop to $1–$2/hr. These numbers are before agent commissions, taxes, and out-of-pocket expenses — which would reduce take-home hourly pay further.Net worth: As of September 2025, Forbes estimates Dario Amodei's net worth to be $3.7 billion In our 'In other news, water is still irritatingly wet' headline of the week. Leaked DMs Show Elon Musk Blatantly Lying About Self-Driving Safety In our 'CEO Who Created AI Startup to Cheat on Homework Complains That AI Is Destroying Education' headline of the week. CEO Who Created AI Startup to Cheat on Homework Complains That AI Is Destroying EducationCEO Chungin (Roy) Lee: college dropout“Cluely is building the ultimate conversation AI that gives you the answers you didn't study for in every conversation, without you even having to ask. We're built for students and professionals.”“We're backed by Andreessen-Horowitz, Jake Paul, and execs from companies like OpenAI (ChatGPT), Cognition, Notion, Dropbox, and Pika.” In our 'Capitalism: now featuring free WiFi!' headline of the week. The 'godfather of AI' says it will create 'massive' unemployment, make the rich richer, and rob people of their dignityGeoffrey Hinton, who won the Nobel Prize for his pioneering work on neural networks: "What's actually going to happen is rich people are going to use AI to replace workers."And finally, The Cigna CEO David Cordani Nuggets pop quiz: Here is the headline: WHO adds GLP-1 weight loss drugs to list of the world's essential medicines for the first time. Here are your Nugget-y options:Cigna CEO Cordani calls them essentially “not our problem.”WHO says GLP-1s are essential; Cordani says they're essentially a threat to his quarterly bonus.Essential means life-saving to WHO; Cordani asks, "When did Webster's change the definition of 'essential' to ‘profit-killing'?WHO says essential; Cordani says: “my yacht is essential, your pancreas is optional.”WHO says essential medicine; Cordani says essentially: “try kale, it's cheaper.”MATT1In our '"Out for themselves" sounds bad, how can we make it sound almost, like, medieval and cool?' headline of the week. What Machiavelli and St. Francis can tell us about the motivations of CEOsThere are very high correlations between desire for power and CEO motivationsIn our 'Bully who punched you in the face points way to the hospital' headline of the week. To Help Workers Losing Their Jobs to AI, OpenAI Is Launching a Jobs Platform Run By AIIn our 'Totally my bad guys, I spent the summer on Bob Niblock, our lead independent director's boat - you know we've known each other for as long as I've been on the board, going on 14 years. I mean, between the sun and the rose, I didn't notice we had no money to pay you. That's on me. I mean, you're still fired and stuff, but totally my mistake. Really, I mean wow, just totally blanked on that. Good luck with your lives, though, I really mean that.' headline of the week. I fault myself for not paying more attention,' Conoco CEO tells employees facing deep job cutsLead “Independent” director has a 16 year tenure and 13% influence, possibly wasn't paying attention since he's on two large cap boards and just quit a third, across which he had more than a half dozen committee spotsIn our 'The board released a statement suggesting that the mistress to the CEO's mistress mislead them into thinking there was no wrongdoing' headline of the week. Fired Nestlé CEO Laurent Freixe's mistress caught him cheating with another subordinate in Swiss hotel: reportIn our 'The Department of Justice has announced a new investigation into whether Amazon Alexa will only provide directions to "woke" destinations, shares of Amazon plummet' headline of the week. Tylenol-maker shares sink after report says RFK's HHS will link drug to autismIn our 'Mary Barra, CEO of GM, asks that you not think of GM as just a car company, but as a tech lifestyle company, right before asking for $1tn pay package' headline of the week. Elon Musk's $1 Trillion Pay Proposal: Redefining CEO Compensation in the 21st CenturyIn our 'Seriously, we have no shortage of cousins and nieces and distant half children, our succession process is incredibly robust and impregnating.' headline of the week. Tyson Foods says it has succession plans after executive's shock departureThe meatpacker said late on Tuesday that Chief Supply Chain Officer Brady Stewart, who has also overseen its beef, pork and prepared foods businesses, ran afoul of its code of conduct.In our 'I identify as Australian' headline of the week. Who Is Lachlan Murdoch, the Media Prince Who Would Be KingNow the global Murdoch kingdom will fall under the control of an intensely private former philosophy student, a New Yorker turned proud Australian who transplanted his family to Sydney... Mr. Murdoch has frequently talked of Australia as his spiritual home.... “I'm Australian,” Mr. Murdoch told The Australian in July 2024. “That's how I see myself.”In our 'MEN ARE BACK, BABY' headline of the week. ‘I'm Gonna Punch You in Your F--king Face': Scott Bessent Threatens an Administration RivalGay ex-democrat Soros billionaire threatens to punch nepo baby conservative in the face? In our 'MEN ARE BACK, BABY' headline of the week. Trump's Epstein letter and drawing from 'birthday book' released

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen KI-Deal für Microsoft, den Echostar-Space-X-Trick und einen Kurssprung um 3000 Prozent. Außerdem geht es um Microsoft, Robinhood, Applovin, Emcore, Quantumscape, Volkswagen, Echostar, T-Mobile, Verizon, AT&T, Tesla, Eightco Holdings, BitMine Immersion, Nebius, CoreWeave, MicroStrategy, Deutz, Airbus, Dan Ives Wedbush AI Revolution ETF (WKN: A41ALU), Google, Meta, Bytedance, Newmont, Barrick Gold, Agnico Eagle Mines, Wheaton Precious Metals, Skeena Gold + Silver, Franco-Nevada, Alamos, Harmony Gold, Evolution Mining, Amundi NYSE Arca Bugs (WKN: ETF191), VanEck Gold Miners (WKN: A12CCL) und VanEck Junior Gold Miners (WKN: A12CCM). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check 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. Der Börsen-Podcast 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

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Poor Jobs Data Cements Case for Rate Cuts DOJ Launches Criminal Investigation into Fed Governor Gold Hits New Record High Dalio: “Bad debt situations contributing to Bitcoin's rise"  SEC/CFTC Issue Joint Statement to Enable Spot Crypto Trading Strategy Snubbed by S&P 500  —- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: U.S. Unemployment Rate Near Four-Year High U.S. Jobs Report Cements Case for Fed Rate Cut Americans Losing Faith in the American Dream DOJ Opens Investigation into Fed's Lisa Cook  Ray Dalio's Financial Times Interview  Gold Hits New All-time High, Above $3,600 Charlie Bilello's Chart on Gold's Performance U.S. Bank Resumes Cryptocurrency Custody Service SEC and CFTC Joint Statement on Digital Assets  Robinhood, AppLovin, and EMCOR Join S&P 500 Strategy Gets Snubbed by S&P 500 Committee  Matt Cole's Tweet on S&P 500 Committee Michael Saylor's Tweet on S&P 500  Nasdaq Increases Scrutiny on Crypto Treasury Companies Strategy's Tweet in Response to Nasdaq Report Scott Johnsson's Tweet on Impact of Nasdaq Report New Bitcoin Treasury Company Launches in Amsterdam River's Business Bitcoin Adoption in 2025 Report  Coin Stories Interview with Jeff Park ---- Upcoming Events: Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

The 5 things you need to know before the stock market opens today: Robinhood, Applovin, and Emcor will join the S&P 500 later this month, chipmaker ASML will reportedly take a board seat at French startup Mistral AI, OpenAI has reportedly raised its projected cash burn to $115 billion through 2029, the newest “The Conjuring” had the highest grossing opening weekend at the box office out of any of the nine films in the franchise, and two winners will split the $1.8 billion Powerball Jackpot. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin.  Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.

Carl Quintanilla, Jim Cramer and David Faber explored the White House's efforts to influence the Fed. The anchors reacted to an op-ed in The Wall Street Journal co-written by Citadel CEO Ken Griffin about "Trump's Risky Game With the Fed." Treasury Secretary Scott Bessent's comments onNBC's "Meet the Press" about tariffs also were included in the discussion. Also in focus: A four-week losing streak for Nvidia shares, EchoStar shares soar on a $17 billion deal to sell certain spectrum licenses to Elon Musk's SpaceX, AppLovin and Robinhood to join the S&P 500, Howard Stern/SiriusXM hoax Squawk on the Street Disclaimer

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über drei US-Börsengewinner, den größten Cash Burner der Geschichte und was diese Woche sonst noch wichtig wird. Außerdem geht es um Porsche, GEA, Scout24, Sartorius, Delivery Hero, Hellofresh, Siemens Energy, AppLovin, Strategy, Robinhood Markets, Emcor Group, MarketAxess Holdings, Caesars Entertainment, Enphase Energy, Broadcom, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All Word (WKN: A2PKXG), Xtrackers MSCI World ex USA (WKN: DBX0VH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498), iShares S&P 500 Swap (WKN: A2QAJB), Amundi Stoxx Europe 600 (WKN: LYX0Q0), iShares Core MSCI EM IMI ETF (WKN: A111X9), Euwax Gold II (WKN: EWG2LD), 21Shares Crypto Basket Hodl 5 (WKN: A2TT3D) und Global X Defence Tech ETF (WKN: A40E7A). Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, den ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check 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. Der Börsen-Podcast 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

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Der Kalender zum Podcast? Jetzt kaufen. Die 8 US-Tech-Giganten werden gepusht: Von Teslas neuem Musk-Bonus, Broadcoms Beziehung mit OpenAI und dem Urteil von Alphabet. Außerdem: Robinhood, AppLovin & Emcor in S&P 500. ServiceTitan, Samsara & Guidewire performen. Spotify hat gezeigt, wie gut Musik-Streaming-Aktien funktionieren. Kann Tencent Music Entertainment (WKN: A2N7WQ) das wiederholen? Merck (WKN: 659990) ist irgendwo zwischen günstiger Bewertung, ablaufenden Patenten und riesigen Übernahmen. Diesen Podcast vom 08.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Miramos a Robinhood, Applovin, Apple, Kroger o Adobe con Ignacio Vacchiano, responsable de distribución en España de Leverage Shares.

We dive into AceCraft, Moonton's new Tom & Jerry–themed midcore gacha shooter that mixes Cuphead-style 1930s cartoon art with Habi-inspired systems and miHoYo-style monetization depth.Key insights:Gameplay & Core Loop: Systems & MetaDual banners (Tom & Jerry separately) with pity timers, skewed rates, and duplicate scaling.Each major character has a signature weapon requiring rolls.Collectible album (Royal Match / Monopoly Go style) with trade functionality, now ported into midcore — a first.Co-op synchronous modeThree-layer skill trees, elemental affinities, wingman companions.Monetization:~$330K/day IAP revenue post-launch (peaking with Tom/Jerry banner).Battle Pass upsell trick: Downloads ~300K/day at launch, half from China.Scaling across 17+ networks: TikTok, Facebook, YouTube, Unity, AppLovin, IronSource, Mintegral, etc.UA creatives lean on retro cartoon surrealism, dancing ads, Tom & Jerry music, plus street interview trend (borrowed from Raid Rush).Prediction:Likely to fade in Western markets (art style too niche, monetization too punishing).Moonton may line up other WB/Looney Tunes IPs (Sylvester, Tweety, Popeye, Roadrunner) for similar launches.Takeaway: AceCraft is one of the deepest midcore gacha launches in 2025 — but built for Asia, not the West.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---------------------------------------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 Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Intro03:46 Discussion on Ace Craft and Impressions09:22 Core Gameplay Mechanics and Innovations12:14 Character Development and Gacha Elements15:04 Battle Pass and Game Structure21:05 Exploring Game Modes and Social Features23:05 The Collectible Album Revolution25:23 Gacha Mechanics: A Deep Dive31:48 Event-Driven Engagement Strategies41:03 Nostalgia in Gaming: The Influence of Classic Titles47:09 The Role of IP in Game Development50:32 Cultural Differences in Game Reception---------------------------------------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

In this special Two and a Half Gamers duet episode, Matej and Felix walk through how to set up Ad Monetization (AdMon) from scratch using Matej's own test app as a live case study. This episode is part tutorial, part comedy of errors, and part step-by-step guide for anyone new to AdMon.Key insights:App-ads.txt basics:Required by IAB for fraud prevention.Must be hosted on the developer's listed website (App Store/Google Play).Each network (Google, AppLovin, IronSource, Unity, Meta, Mintegral, etc.) requires unique entries.Some networks (like IronSource) force you to request Publisher ID via support, making setup painful.Mediation setup (MAX):One network is never enough — competition = higher eCPM.Best practice: integrate multiple (Google AdMob, AppLovin, IronSource, Unity Ads, Meta Audience Network).Connect networks directly in MAX for payout reconciliation & fraud safety.Network quirks:Google AdMob: straightforward, rewarded bidding setup.AppLovin: entries visible in account dashboard.IronSource: must email for Publisher ID.Unity & Mintegral: dashboard accessible.Meta/Facebook: painful; rewarded ads disabled for non-games, only interstitial/rewarded interstitial available.Best practices shared by Felix:Always keep app-ads.txt updated with every network.Cross-check revenue between MAX vs. direct networks.Expect a lot of clicking, logins, and waiting, but setup today saves revenue disputes later.Live Learnings:Matej's developer website missing → crawlers failed.Felix guided step-by-step through creating ad units, adding IDs, and verifying setups.By the end, Matej had MAX + multiple networks integrated, app-ads.txt updated, and was ready to monetize his app.Takeaway: AdMon setup is annoying, but essential. Do it properly once, and it will pay you back forever.Get our MERCH NOW: 25gamers.com/shop---------------------------------------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 Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to App Development and Advertising03:51 Understanding AdMob and App Ads TXT06:22 Navigating Ad Networks and Their Requirements08:52 Setting Up Ad Units and Bidding Strategies11:36 Integrating Multiple Ad Networks14:25 Finalizing App Setup and Future 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

Nik gets real about what it takes to build a brand that actually works in 2025.  The so-called “meta decline” isn't killing ads, but bad creative and weak messaging are.  The brands winning today? They know how to turn customers into clients, build community, and create content that people actually care about. Is a $2,500 budget enough? If you use it wisely, yes. Plus, learn how to crack organic growth before spending a dime on ads and spot product-market fit problems before they sink you.  And, Nik explains why whitelisting still crushes, how to test landing pages without wasting money, and what founder-led content should really look like. If you're looking to scale (or even stop burning cash), this is the episode for you.  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

 Alexis Garcia and Ed Carson analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Struggling to turn traffic into sales?  In this tactical episode of Limited Supply, Nik breaks down the most common mistakes founders and marketers make and the simple fixes that can instantly boost conversions.  From website design flaws and weak creative assets to underused email flows and poor acquisition offers, Nik shares the quick wins he recommends to every brand he audits. You'll learn: Why design and empathy are critical for first-time visitors The role of strong assets in elevating websites, ads, and emails Easy offer structures that lower friction for new customers Whether you're a scrappy startup or scaling fast, this episode gives you the checklist to maximize your traffic and set up every campaign for success. 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

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

Story of the Week (DR):Is MAGA going Marxist and Maoist? Trump's assault on free-market capitalism MMTrump's risky role as the would-be CEO of AmericaTrump blasts Goldman over tariff forecasts, tells David Solomon to 'focus on being a DJ'Trump Calls on Goldman to Replace Economist Over Tariff StanceIntel stock climbs 7% on report Trump administration is considering stake in chipmakerTrump says Intel CEO has an 'amazing story' days after calling for his resignation‘We negotiated a little deal': Trump says Nvidia and AMD will kick back 15% of China chip sales in potentially unconstitutional arrangementHow CEOs deal with Trump: Praise, face time, remorse, and gifts made of gold all go a long way, experience showsTrump is tightening the screws on corporate America — and CEOs are staying mumTrump's Beef with Bank of America's Corporate Governance Goes Beyond His Personal AccountsWalmart's 10% employee discount now includes most groceries amid tariff pressuresWalmart, once ordered to ‘eat the tariffs,' is giving employees a year-round 10% discount to help them eatTrump Crypto Firm Announces $1.5 Billion Digital Coin DealA publicly traded tech firm, ALT5 Sigma, plans to sell $1.5 billion of shares to fund the purchase of a cryptocurrency created by World Liberty Financial, which the As part of the deal, World Liberty will receive shares in ALT5, according to securities filings, in return for $750 million worth of $WLFI coins. Eric Trump, the president's middle son, will join ALT5's board, and Zach Witkoff, a World Liberty founder and the son of President Trump's Middle East adviser, will serve as chairman of the board.4execs/4directors: dudesThe BroIPO market is bubbling againStubHub IPO is back on for September after ticketing company delayed plans on tariff concernsStubHub 5/1;7/1: CEO/Chair Eric Baker controls 90% of voting power because of his magical 100x Class B sharesBullish Stock Roars in Latest Crypto IPO, Tripling Offering PriceBullish: 2/0;6/1: 2 cryptobro founder/directors control 53%61 IPO-related filings since August 1:11% Female executives: 44 have zero; 13 have one12% female directors: 30 have zero; 24 have oneHalf have more than one stock classThe average major shareholder controls 47% voting powerThe “winner”: Classover Holdings: educational technology, specializing in live online courses for K-12 students worldwide.2 execs/5 directors: all womenStephanie Luo controls 91% of voting power thanks to her magical 25:1 Class B sharesDebuted at 11.26, down to 1.27Example numbers 18,000,027 and 18,000,028 why we need more women in leadership:Major companies reframing, not abandoning, DEI: reportWhile firms scaled back DEI language and commitments, 79% percent of S&P 500 firms disclosed board committee oversight of DEI, up from 72%, according to the report. For Russell 3000 companies, this figure jumped from 48.4% to 86.8%. Rather than simply abandoning DEI, this suggests that companies are being more cautious about external messaging while integrating DEI into governance to make it more legally defensible, according to the report.‘Godfather of AI' says tech companies should imbue AI models with ‘maternal instincts' to counter the technology's goal to ‘get more control'Nobel laureate Geoffery Hinton: AI “will very quickly develop two subgoals, if they're smart: One is to stay alive…[and] the other subgoal is to get more control.”To prevent these outcomes, Hinton said developers should make AI more sympathetic toward people to decrease its desire to overpower them. According to Hinton, the best way to do this is to imbue AI with the qualities of traditional femininity. Under his framework, just as a mother cares for her baby at all costs, AI with these maternal qualities will similarly want to protect or care for human users, not control them.ESG Data HellTrump's BLS appointee suggests suspending jobs report entirely until methods of data collection are ‘corrected'Trump Bureau of Labor Statistics nominee was a 'bystander' outside Capitol on Jan. 6, White House saysDOJ fires sandwich thrower after he's charged with assaulting officer in Washington, DCThe man facing a federal assault charge for throwing a Subway sandwich at a federal officer in Washington, D.C., was an employee at the Department of Justice, Attorney General Pam Bondi said: “This is an example of the Deep State we have been up against for seven months as we work to refocus DOJ …“You will NOT work in this administration while disrespecting our government and law enforcement.”E.J. Antoni, an economist from the Heritage FoundationI guess he's not proud of Northern Illinois because his bio says: “Antoni holds master's and doctoral degrees in Economics.”Speaking of undereducation: Think tank president urges Gen Z to consider trades over college in tough job marketTerry Schilling, president of the American Principles ProjectAPP is a member of the advisory board of Project 2025,[28] a collection of conservative and right-wing policy proposals from the Heritage Foundation to reshape the United States federal government and consolidate executive powerHere's one of his tweets: In 2021, I pulled my [7] kids out of public schools because of the woke garbage being taught in their classrooms. Today, my whole family is going to see President Trump put an end to the Department of Education.”Energy Secretary Says Past Climate Reports Will Be ‘Updated.' Why Researchers Are Alarmed.The Trump administration plans to release “updated” versions of government climate reports from the past, Secretary of Energy Chris Wright said he wants the reports toned down.Wright said he disagrees with the conclusions in past National Climate Assessments, a benchmark review of climate change that the government puts out about every four years. The assessments are compiled by hundreds of scientists and researchers both within and outside government; the latest one was 1,834 pages. The Trump administration has pulled past reports down from the government website where they were previously hosted.Before his appointment, he was the CEO of Liberty Energy, North America's second largest hydraulic fracturing company. Also was on the board of EMX Royalty Corp., a Canadian royalty payment company for mineral rights and mining rights.In January 2023, he said, "There is no climate crisis and we're not in the midst of an energy transition either"He has degrees in mechanical engineering (the study of physical machines and mechanisms that may involve force and movement) and electrical engineering (an engineering discipline concerned with the study, design, and application of equipment, devices, and systems that use electricity, electronics, and electromagnetism)In 2019 Wright drank fracking fluid to demonstrate that it was not dangerousGoodliest of the Week (MM/DR):DR: Mark Cuban says companies should be taxed more for buying back their own sharesDR: Danske Bank Cuts Fossil-Fuel Exposure From Its InvestmentsDanske Bank A/S is removing over 1,700 fossil fuel-related companies from its investment universe, citing their failure to prepare for climate change.MM: Elon Musk's America Party is nowhere to be seen 1 month laterMM: Netflix (NFLX) Secures Broadcasting Rights for FIFA Women's World Cup MMAssholiest of the Week (MM):Takers MMMusk says he's suing Apple for not featuring X and Grok in ‘Must Have' section of app storeTrump Has Made Himself Commander in Chief of the Chip IndustryIs Trump's Plan to Take 15% of AI Chip Sales to China Legal?Trump Calls on Goldman to Replace Economist Over Tariff StanceUS national debt hits record $37 trillionU.S. Steel Plant Where Two Died Will Continue Operating, CEO SaysIn the last 3 days, US insiders sold $463m worth of stock, including…Herald Chen, 3% influence director at AppLovin - was CFO of company until December 2023, still on board, sold $182m worth of stockIn our database as an overall .477 hitter - slightly below average earnings, but high TSRThe stakeholder value returned by Chen: they sell ads in apps46% of firm assets are goodwill and intangibles - stakeholder value so ephemeral it's intangiblePretending to give backWalmart, once ordered to ‘eat the tariffs,' is giving employees a year-round 10% discount to help them eatNo tax on tips?Bad news for restaurant workers: Tipping in America is on the declineSam Altman says Gen Z are the ‘luckiest' kids in history thanks to AI, despite mounting job displacement dreadLayoffs 2025: Companies have announced over 800,000 jobs cuts so far. There are 3 big reasons whyMore employers are giving workers money to buy their own health insuranceLarry Ellison Wants to Do Good, Do Research and Make a ProfitDual class dictator with biggest individual investments in Tesla, Theranos, and XAnxiety about the economy is forcing two-thirds of U.S. employers to yank budgets for raisesAnd distracting you so you won't noticeWendy's says it realized it had 'too many' promotions this summer, confusing customersWhite House Will ‘Definitely' Host a U.F.C. Fight on July 4, U.F.C. Head SaysDana White, on the Meta board of directorsThe U.S. military is looking to buy Tesla Cybertrucks to use as missile targetsTikTok claims there's a hack to get bigger portions at Chipotle: Put men's names on your ordersHeadliniest of the WeekDR: Hand soap recalled due to potentially life-threatening bacteriaDR: Don't drink this recalled instant coffee from Dollar General. It might contain something dangerousMM: Werner recalls more than 100,000 ladders over potential fall hazardMM: Public company CEO resigns amid another leadership shake upWho Won the Week?DR: the anti-fascist Subway sandwichMM: Delaware. Elon Musk called on corporations to leave Delaware. Delaware says it's doing just fine.PredictionsDR: Subway rebrands with a “we know our sandwiches are gross so throw them at your least favorite fascists” campaign, featuring: Hitler, Stalin, Trump, and ZuckMM: Paramount, now bought by nepo baby Daniel Ellison, goes full Trad Man and rebrands itself as “Man Media” - UFC rights, UFC on White House lawn, Yellowstone and its spinoffs, South Park manboy comedy. As part of it, they launch a streaming service for men by men called “Cable”

Kate Scott-Dawkins is joined by Jeff Foster and Nidhi Shah to break down the latest trends in the economy, media, and advertising. They chat about what lower-than-expected US inflation means for consumers, how Chinese retailers are staying strong despite economic challenges, and some exciting moves in sports streaming and local TV. Plus, they dive into the rapid rise of AppLovin and what it means for advertisers.00:00 - IntroductionWelcome and overview of inflation, AppLovin, and sports streaming topics.01:37 - Inflation and Retail TrendsMixed inflation signals, tariffs, and how advertisers are responding.08:36 - Global Economic UpdatesUK, EU, and China's growth trends, plus retail spending shifts.15:49 - Tencent and Mini-ProgramsTencent's ad growth and the rise of short-form content in China.20:10 - Sling TV's $5 Sports PassSling TV's innovative pricing and its potential impact on streaming.26:22 - Local TV ConsolidationNextar and Tegna talks, and what it means for advertisers.31:14 - AppLovin's GrowthAppLovin's 77% growth and its rise as a major advertising player.34:26 - Wrap-Up and Future TrendsFinal thoughts on media shakeups and what's ahead for advertisers.Mid-Year Global Advertising Forecast Update: https://www.wppmedia.com/news/tyny-midyear-2025?utm_medium=podcast&utm_content=episode_73_description

We kick things off with “midlife Kress-ises” before diving into the headlines you can't ignore: Tencent's latest controversy, AppLovin's monster quarter, and Blizzard's leadership shuffle.From Storm Gate's rough launch runway to the brutal math of market fit, we unpack why good games still fail. We break down Duolingo's surprise move into music games, and why Playtika's doubling down on direct-to-consumer could be the smartest—or riskiest—bet they've made yet.Then it's guns out for Battlefield's comeback, a hard look at Moon Active's new portfolio plays. As always, plenty of spicy takes, questionable analogies, and insights you won't find anywhere else.00:00 Introduction and Host Introductions01:34 Upcoming Game Releases and Industry Updates02:58 Midlife Kress-is06:05 Event Announcements + DOF Talent Acquisition08:19 Data Analysis and Market Trends09:22 Tencent's Game Controversy17:16 AppLovin's Impressive Growth21:12 Blizzard's Leadership Changes25:19 Storm Gate's Launch Challenges27:19 Financial Engineering and Tim's Struggles28:28 Market Fit and Game Quality Issues33:32 Duolingo's Acquisition of Beat Star36:50 Playtika's Direct-to-Consumer Strategy43:20 Battlefield's Comeback and Market Impact54:58 Moon Active's New Games and Portfolio

Your landing page might need some work.  In this episode of Limited Supply, Nik shares his best tips for building landing pages that actually get people to buy, even if your brand isn't well known. He walks through what really matters, from using social proof the right way to making sure your pages are designed for mobile first. Why does copy matter? Basically, you don't want to sound complicated. Complicated words and jargon drive people (and $$$) away. Keep it simple. And, Nik's no photographer, but he shares why lifestyle pictures sell more than product shots alone.  Whether you're running ads or just trying to get more sales from your site, this episode gives you a practical playbook for turning clicks into customers. 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

PocketGamer.biz head of content Craig Chapple, news editor Aaron Astle and events content coordinator Charlie Scowen discuss the latest games industry news on the 63rd episode of the Week in Mobile Games Podcast.On this week's show we cover:Takeaways from the Esports World Cup after a visit to Riyadh.Clash Royale's Brawl Stars moment.Why the team at NextBeat is joining Duolingo's gamified learning revolution and the challenges of launching new games.How Talofa Games' Monster Walk aims to stand out from Pokémon Go.Unity's attempts to claw back ground lost from AppLovin in the ads space with Vector.** Let's Connect **

Alissa Coram and Ed Carson analyze Friday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - AppLovin's strong second quarter - Why Airbnb fell on strong earnings - Retail real estate's surprising strength - What we're watching for next week Companies discussed: APP, ABNB, SPG, SKT, O, ZG Host: Matt Frankel Guests: Tyler Crowe, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alissa Coram and Ken Shreve analyze Thursday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you turn a $10K test budget into $1M in just 30 days? When Q4 sales hit a wall, Miranda (Performance Marketing Manager at 365 Holdings) didn't panic. Instead, she diversified beyond Meta, and tested new channels like Pinterest, Snapchat, and AppLovin.  Nik and Miranda unpack the exact strategies, creative approaches, and measurement tactics that fueled a massive holiday sales surge.  You'll hear why relying on one ad channel can tank your business, how to creatively adapt ads for different platforms, and the surprising differences between running ads on Meta versus in‑game mobile platforms. And, what's Miranda's take on AI in ad creative? She picks her top tools and shares how smaller companies can compete with larger ones without breaking the bank.  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.

European bourses are modestly higher alongside US futures, RTY outperforms a touch.USD is steady as markets ponder Trump's Fed Chair nominee; Antipodeans lead whilst havens lag.Gilts hit by the latest assessment of Reeves' fiscal situation, USTs await supply & Fed speak.Crude rises as secondary Russian oil sanctions loom alongside US-Russia talks.Looking ahead, Fed's Collins, Cook and Daly, Supply from the US, Earnings from AppLovin, DraftKings, Airbnb, Lyft, Uber, Shopify, Walt Disney, McDonalds.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this solo episode, Felix Braberg cuts through the hype and breaks down what's actually happening in mobile ad monetization networks in 2025. The real mediation market is cornered by AppLovin MAX, Unity LevelPlay, and Google AdMob—with upstarts like Amazon Publisher Services and Moloco making surprise moves. But even the biggest ad-revenue studios (Rollic, Habi) are running from ads to IAP-first strategies. ECPMs are down 20 percent from pandemic peaks, networks are harder to work with, and the “walled garden” is stronger than ever.What's inside:Mediation Monopoly: AppLovin MAX now dominates mediation market share, with exclusive features like AdROAS and BlendedROAS campaigns locking in publishers. Unity and Google still matter, but the stack is closed and hostile to new entrants.Amazon's Banner Play: Amazon Publisher Services quietly became the top banner revenue source in the US and Europe, beating Google—but getting on the platform is a lottery. Last month, Amazon kicked 100 publishers off with no warning. TAM (Transparent Ad Marketplace) deals are lucrative, but rare.Moloco's Rise: Moloco, a DSP, is exploding with rumored $2.2B in 2025 spend, going direct to top publishers with its SDK. Publishers see 8–15 percent ARPDAU boosts on video and 20 percent or more on banners after adding Moloco. The secret? Once DSPs get big enough, they need direct supply, not just reselling.Ad Monetization Shift: The biggest ad studios are pivoting hard—Habby's Whittle Defender and Rollic's latest puzzle hits (Whole People, KnitOut) now get as little as 11–20 percent of revenue from ads, compared to 50–50 splits just two years ago. IAPs are the future, and “remove ads forever” packages are everywhere.Why ECPMs Are Down: ECPMs are 20 percent below 2021. Reasons include: post-pandemic demand crash, privacy updates (especially iOS), the loss of waterfall calls in mediation (bidding is the default), and “walled garden” platform control. It's harder than ever to keep prices up or diversify your stack.Key Takeaway:If you're not building your stack around AppLovin, Amazon, and Moloco, you're missing where the real money flows. But even the best ad ops can't beat macro headwinds—hybrid monetization is dying, and you need more IAP or you'll be left behind.Get our MERCH NOW: 25gamers.com/shop---------------------------------------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 Lancaric⁠Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Ad Monetization Trends02:31 Shift from Ad Revenue to IAPs05:07 ECPM Trends and Market Dynamics07:22 Mediation Platforms Overview09:42 Amazon Publisher Services: A New Player13:30 Moloco: The Rising DSP Star---------------------------------------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

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

Do you need to know how to code to create an app? Hint: you don't. Nik sits down with Billy Howell, founder of Stupid Simple Apps, to unpack the booming trend of vibe coding—a radically accessible way to build custom web apps using AI, with little to no coding experience. Billy shares his personal evolution from failing a college coding class to running a thriving app agency, thanks to tools like Replit, Cursor, and ChatGPT. They talk about how operators and founders are bypassing bloated SaaS costs, building internal tools fast, and solving real business problems in record time. And, what exactly is an API? Billy breaks it down.  Whether you're a DTC brand operator, indie hacker, or just AI-curious, this is the blueprint for building fast, selling smart, and skipping the gatekeepers. 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 solo episode, Matej breaks down the new rules of user acquisition for mobile games in 2025, backed by real survey data from 20,000+ newsletter subs and hundreds of UA managers. Full report: https://lancaric.substack.com/p/q1-2025-brutally-honest-ua-reportFrom channel splits and rewarded UA to the creative volume arms race, fraud, AI hacks, and why your next UA hire needs to be a creative prompt engineer, nothing is off the table. This is the data-driven, brutally honest update the industry needs.What's inside:UA Channel Reality: Most studios still pump 80 percent of spend into Facebook and Google, even when running across nine channels and doing seven million a year. Some are forced to pause Facebook or shift heavy budgets to Applovin—yet diversification is still rare and risky.Rewarded UA Surge: Rewarded UA channels are exploding, with more vendors than ever. The scale is better, but fraud and LTV prediction remain massive headaches. Retention falls off after D7, so you need tougher targets, multi-step offers, and real post-install engagement to make the math work.Creative Arms Race: The volume of creatives needed has never been higher. The best ad-monetized games now pump out 2,000+ creatives a quarter—more shots on goal, more winners, and more chance to beat your “stuck” top creative. Iteration and refresh speed is everything.AI Eats Creative: AI-generated creatives, AI UGC, and meta-style hooks are not a trend—they're the new default. The best teams use AI to pump out, localize, and iterate hooks, voiceovers, and even UGC cameos faster than ever.Creative Testing & Skills: Most teams test new creatives by launching them straight into BAU (business as usual) campaigns, rather than in separate tests. TikTok and Apple, not just Facebook, are where new winners show up. If your UA manager can't write a killer AI prompt, you're already behind.Key Takeaway:2025 is not about more channels or smarter spend—it's about creative firepower, AI leverage, and hiring UA pros who are part prompt engineer, part analyst, part storyteller. Copy the benchmarks, scale the winners, and never stop refreshing.Get our MERCH NOW: 25gamers.com/shop---------------------------------------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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matej Lancaric⁠Youtube: https://youtu.be/8tC8hnnDbiwJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the State of User Acquisition04:19 Key Findings from the UA Survey07:12 Current Trends in User Acquisition Channels10:09 Challenges in Rewarded User Acquisition13:19 Creative Strategies for Effective User Acquisition16:12 The Role of AI in Creative Production19:22 Testing and Iterating Creatives22:22 Future Skills for User Acquisition Managers25:05 Conclusion and Final Thoughts---------------------------------------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

How do you turn a simple product into a seven-figure business without breaking the bank on ads? What makes a story-driven brand stand out in today's crowded digital landscape? Nik sits down with journalist and media personality Benjamin Gottlieb to explore storytelling, consumer psychology, and brand building. They talk about how founders can think like journalists, the importance of clarity in communication, and why marketing should always be personal, not for the masses. Plus, how good does your hook actually have to be? It's overlooked, but super critical. Nik says hooks should be testable, tailored, and transferable across platforms. A hook that performs organically on TikTok might become the foundation of your next paid campaign. And if grandma—or someone three shots deep at the bar—can understand it? You're doing it right. If you're a founder, marketer, or creative looking to scale without losing your voice, this episode is for you. 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

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".

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

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

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

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. 

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