from Hacker News

AppLovin shares tumble as short sellers question AXON ad software

by makaimc on 2/27/25, 12:17 AM with 1 comments

• by ddxv on 2/27/25, 4:36 AM

  Shares down 20% after being up 500% over the past year, so still up 4.5x. The tactics are common practice, if scammy.

  I think the real interesting part here is that Unity and AppLovin have about the same potential market share of app advertising:

  AppLovin: https://appgoblin.info/companies/applovin.com

  Unity: https://appgoblin.info/companies/unity.com

  With the question being why can't Unity capitalize on the brand advertising that AppLovin has gone after.