2026년 2월 20일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
AppLovin (APP) is moving to build its own social networking platform, according to comments made by a senior executive on a recent podcast. The move follows the company's unsuccessful bid to acquire TikTok's business outside China. Shares of AppLovin rose 2.30% to $413.70, bringing its market capitalization to approximately $139 billion.
Chief Product and Engineering Officer Giovanni Ge said on a recent podcast that AppLovin's strategy would invert Meta's model: rather than building a social network first and monetizing later, AppLovin would leverage its existing advertising infrastructure to create a new social ecosystem.
Owning the platform would allow AppLovin to reduce reliance on third-party distribution and generate more first-party data for its Axon AI engine.
If executed, the shift would give AppLovin direct control over user data and ad inventory, positioning it in competition with Meta (META), TikTok and Snap (SNAP). The move comes as the stock has fallen roughly 40% this year.
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