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an**************av@******.comFeb 12, 2026 4:18 pm
Following this company for 18 months this call felt rich. On ecomm, I think the precondition to GA is satisfactory genAI for ads so these smaller advertisers don’t churn when performance is not immediately compelling with low ad volume. Would you agree?
On Meta/Cloudx, seems like a new permanent dark cloud regardless of what’s on the 10-day forecast. But what would you flag as a clear sign Meta/cloudx are not dethroning Axon/MAX?
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EricFeb 13, 2026 12:32 pm
On ecomm, I think the precondition to GA is satisfactory genAI for ads so these smaller advertisers don’t churn when performance is not immediately compelling with low ad volume.
That seems to be one condition from the commentary. Gaming inventory is wholly distinct from eg., social, so advertisers either need to adapt their creative production processes or have creative generated on their behalf. Building full suite of generative tools is no small feat, though.
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Following this company for 18 months this call felt rich. On ecomm, I think the precondition to GA is satisfactory genAI for ads so these smaller advertisers don’t churn when performance is not immediately compelling with low ad volume. Would you agree?
On Meta/Cloudx, seems like a new permanent dark cloud regardless of what’s on the 10-day forecast. But what would you flag as a clear sign Meta/cloudx are not dethroning Axon/MAX?
That seems to be one condition from the commentary. Gaming inventory is wholly distinct from eg., social, so advertisers either need to adapt their creative production processes or have creative generated on their behalf. Building full suite of generative tools is no small feat, though.