Schwab Network on $APP (Nov 4, 2026)
Ahead of AppLovin's results, guidance is the most important factor: the market expects about 2.25 billion and the company needs to beat that. Clarity on AI also matters — whether Axon can be fully automated to draw more advertisers, and progress on an AI video-ad creative tool that may take a while but could help it compete better against Meta and Google.
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For AppLovin , I know that guidance is really important. What are you looking forward to in the AppLovin results? Yes, guidance is extremely important. I believe the market expects guidance to be around 2.25 billion.
So they need to get past that number, and that's the most important factor in my opinion, along with the need for more clarity on artificial intelligence.
You know how far their Axon product has come. Can they automate it completely? Axon clearly relies on machine learning, which is artificial intelligence, but in terms of productivity , does that attract more advertisers to the platform?
In addition to Axon, they are working on an AI-based creative tool that will hopefully automatically create videos for those ads. So, video-based advertising. And how far are they advancing on this front?
It may not happen for a while, but any details about this would be very good, as they could help them compete more effectively against companies like Meta and Google.
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