more details in Twitter of MoPub
Thesis: Applovin
APP
wants to wrap its arms around all non-O&O mobile advertising supply, pushing publishers to monetize through MAX & providing an important data advantage that benefits its 1P content. The acquisition of MoPub, the largest mobile SSP, supports that.
reason for buy:
Thesis: Applovin
APP
wants to wrap its arms around all non-O&O mobile advertising supply, pushing publishers to monetize through MAX & providing an important data advantage that benefits its 1P content. The acquisition of MoPub, the largest mobile SSP, supports that. reason for buy:
- GAP UP with LARGE volume
- near ATH breakout
- GOOD growth