@JonahLupton: Not sure if anyone listened to the $APP presentation from the Jefferies conference yesterday but definitely some interesting nuggets. I wa...

@JonahLupton 3 信息等级 3 发布：2026-06-10T13:14 抓取：2026-06-10 17:20

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公司动态美股

摘要

Applovin在Jefferies会议上表示，预计未来十年收入年复合增长率达20-30%。公司已安装8000+跟踪像素，将在4-6周内推出消费/电商通用版，并计划扩展至CPL和CTV领域。

客观事实

Applovin管理层预计未来十年收入CAGR 20-30%
Applovin已安装8000+跟踪像素，4-6周内推出消费/电商通用版
Applovin计划扩展到CPL和CTV领域

Applovin Jefferies会议 CPL CTV

原文

Not sure if anyone listened to the $APP presentation from the Jefferies conference yesterday but definitely some interesting nuggets.

I was working out this morning when I listened so I want to read through the transcript but sounds like management thinks they can grow revenues at 20-30% CAGR for the next decade.

$APP basically got to $8B revenues with just mobile gaming ads and now they’re expanding into consumer/ecommerce with 8,000+ tracking pixels already installed and that’s before they launch “general availability” in the next 4-6 weeks.

Also sounds like $APP is planning to expand into more verticals which includes CPL (cost per lead) and CTV (connected television)… both of which increase their TAM quite meaningfully.

Still hard to believe you can buy $APP today at 25x NTM EPS with EPS growing this year at 55-60% YoY and massive FCF with very little capex and sbc.

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