Why AppLovin was acquired for $1.4B and who's next (opens in new tab)

(medium.com)

10 pointsIamFermat9y ago11 comments

11 comments

Chartboost is so widely adopted? I don't hear of them so much. That said, I know they are really big with games, so maybe if you dominate games, you sorta dominate

sdneirf9y ago

I am surprised too that Mopub has slipped so much. It would be awesome to see a time series of all the SDK install base over time.

pamelabuck9y ago

Twitter is the champ in snatching defeat from the jaws of victory

hsileng9y ago

Have you seen the exodus from Twitter? Most of the senior Mopub team left within months of the acquisition. The CEO left within 6 months. Yeah, I think I'm surprised it didn't slip more.

wayneotau9y ago

Oh yeah Twitter is cooked. Their Crashlytics SDK is awesome. Answers is good too. I actually think if they spun out their SDK biz, it would actually be a real interesting business.

raimundjoss9y ago

Looking at the exits here, why do people say adtech is out of fashion. I mean, there are some really big exits here.

safdeep9y ago

This is great chart. If I was an acquirer that hasn't bought anyone, this is what I want to dig into

pamelabuck9y ago

Isn't the SDKs apples and oranges? I think some like Vungle are video ads and not display ads.

esthermun9y ago

I think the point is they all serve ads

adeel49y ago

It would be great if you put how much they raised next the the exit column.

IamFermatOP9y ago

Good point, I'll add it in a bit.

j / k navigate · click thread line to collapse

11 comments

wodahs029y ago

Chartboost is so widely adopted? I don't hear of them so much. That said, I know they are really big with games, so maybe if you dominate games, you sorta dominate

sdneirf9y ago

I am surprised too that Mopub has slipped so much. It would be awesome to see a time series of all the SDK install base over time.

pamelabuck9y ago

Twitter is the champ in snatching defeat from the jaws of victory

hsileng9y ago

Have you seen the exodus from Twitter? Most of the senior Mopub team left within months of the acquisition. The CEO left within 6 months. Yeah, I think I'm surprised it didn't slip more.

wayneotau9y ago

Oh yeah Twitter is cooked. Their Crashlytics SDK is awesome. Answers is good too. I actually think if they spun out their SDK biz, it would actually be a real interesting business.

raimundjoss9y ago

Looking at the exits here, why do people say adtech is out of fashion. I mean, there are some really big exits here.

safdeep9y ago

This is great chart. If I was an acquirer that hasn't bought anyone, this is what I want to dig into

pamelabuck9y ago

Isn't the SDKs apples and oranges? I think some like Vungle are video ads and not display ads.

esthermun9y ago

I think the point is they all serve ads

adeel49y ago

It would be great if you put how much they raised next the the exit column.

IamFermatOP9y ago

Good point, I'll add it in a bit.

j / k navigate · click thread line to collapse