Nathan Naidu (纳丹), CFA’s Post

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Leading video game investment research at Bloomberg Intelligence

What's next for #AppLovin after shares popped 46% Nov.7?  AppLovin's AI-powered advertising-technology software, Axon 2.0 could continue to boost revenue and push 4Q growth above its 30%-32% guidance. Enhancements to the tool's algorithm is helping to better match advertisers with publishers, potentially further raising top-line contribution from a segment that generated 78% adjusted Ebitda margin in the July-September period. It is piloting Axon 2.0 with e-commerce customers, a new clientele that drive more material sales gains in 2025. Free cash flow hit a new record, the reason behind the expansion of a share-buyback program by $2 billion to $2.3 billion. #adtech #advertising #advertisingtechnology (Read on Bloomberg terminal: https://lnkd.in/gKGp4AvM)

AppLovin stock soaring over 40% on Q3 earnings, guidance

AppLovin stock soaring over 40% on Q3 earnings, guidance

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