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FINWIRES

ウェドブッシュ社は、AppLovinはモバイルゲーム広告における強力な競争優位性を維持していると述べている。

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-- AppLovin（APP）はモバイルゲーム広告において強固な競争優位性を維持しており、消費者向け広告およびコネクテッドTVへの事業拡大は、長期的な競争圧力から同社を守るだろうと、ウェドブッシュ証券は木曜日に述べた。 eコマースから新たな消費者向け広告への移行は、広告密度、関連性、効率性の向上という点で、AppLovinにとってより大きな機会を反映していると、同証券は指摘した。 同社は第2四半期の売上高を19億2000万ドルから19億5000万ドルと予想しており、これは市場予想の18億9000万ドルを上回る。 ウェドブッシュ証券は、フィンテック、保険、フードデリバリー向けに初期段階のリードジェネレーションモデルをテストしていること、モバイルゲームにおけるアプリ内課金（IAP）からハイブリッド型広告への移行が進んでいること、そしてWurlの供給とAxonの需要を組み合わせた初期のコネクテッドTVイニシアチブなど、3つの今後の成長要因を挙げた。 証券会社によると、経営陣はゲーム事業が長期予測の20～30％を大きく上回る成長を続けており、消費者向けサービスの拡大による共食い現象は見られないと改めて表明した。 ウェドブッシュ証券はAppLovin株を「アウトパフォーム」と評価し、目標株価を640ドルとしている。 AppLovin株は木曜日の取引で7％以上上昇した。

Price: $502.69, Change: $+33.86, Percent Change: +7.22%

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