AppLovin Flips the Script: Building Its Own Social Network After TikTok Bid Flop
Mobile ad giant AppLovin is shifting gears to create a next-gen social network, using its strong ad tech to challenge Meta, TikTok, and others.
Mobile ad giant AppLovin is shifting gears to create a next-gen social network, using its strong ad tech to challenge Meta, TikTok, and others.
AppLovin (APP) posted impressive Q4 2025 earnings with revenue and profits exceeding forecasts, plus upbeat Q1 2026 guidance—yet shares dipped after hours amid market jitters.
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
AppLovin shares rise after CapitalWatch corrects claims about major shareholder Hao Tang while maintaining its negative outlook on the company's financial structure.
Unity, Roblox, and Take-Two shares fell sharply after Google launched Project Genie, an AI tool that creates 3D virtual worlds from text prompts, sparking competition concerns.
Needham upgrades AppLovin to Buy, raising its price target to $700 and boosting 2026 e-commerce revenue forecasts due to stronger advertiser growth.