AppLovin: You Should Definitely Buy The Dip
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AppLovin Corporation is divesting its lower-margin Apps business for $900 million to focus on its advertising platform, targeting the e-commerce market. The company's advertising segment has shown significant growth, with revenues increasing from $207 million in FY20 to $3,224 million in FY24.

March 04, 2025 | 11:45 pm
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AppLovin is selling its Apps business for $900 million to focus on its advertising platform, which has seen significant revenue growth. The company is targeting the e-commerce market, which could drive further growth.
The divestment of the lower-margin Apps business allows AppLovin to concentrate on its high-growth advertising platform. The significant increase in advertising revenues and the strategic focus on the e-commerce market suggest a positive impact on the company's stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100