Latest news with #Wurl
Yahoo
2 days ago
- Business
- Yahoo
AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth
AppLovin Corporation APP is accelerating its transformation from a mobile-first advertising platform into a diversified digital advertising powerhouse. At the heart of this evolution is a strategic expansion into high-growth areas, including web advertising, e-commerce and connected TV (CTV). A key driver of this shift is AppLovin's acquisition of Wurl, a streaming-focused content distribution and advertising platform. This move extends the reach of APP's AI-driven AXON monetization engine beyond mobile apps into the lucrative CTV and digital commerce spaces. The CTV advertising market is booming, driven by a significant shift in consumer viewing habits from traditional linear TV to streaming platforms. Wurl's infrastructure strengthens AppLovin's ability to deliver targeted, measurable campaigns across CTV devices, enhancing both reach and performance. Additionally, by integrating e-commerce capabilities, the company creates a feedback loop where ad performance is measured not just in impressions but in actual conversions, boosting its appeal to performance-focused advertisers. As user attention fragments across screens — mobile, web, and TV — AppLovin is uniquely positioned to offer a unified advertising platform that addresses the entire consumer journey. This omnichannel approach not only opens up new revenue streams but also reduces reliance on any single platform, insulating the company from ecosystem-specific risks. If APP can execute this strategy effectively, it stands to emerge as a dominant player in the next generation of digital advertising. AppLovin faces competition in this evolving landscape. The Trade Desk TTD, a leader in the Demand-Side Platform space, continues to bolster its CTV capabilities through strong partnerships with content providers and ongoing investments in its Unified ID solution. These enhancements support precise, data-driven ad targeting, keeping Trade Desk well-positioned as advertisers seek scalable reach and transparency. Roku ROKU is also a formidable rival, leveraging its proprietary operating system and vast streaming ecosystem to power a robust advertising business. Its platform-first approach allows for deep targeting accuracy and direct control over ad inventory. Roku has steadily expanded its ad tech stack to attract performance marketers and remain competitive in the increasingly crowded CTV arena. As the digital ad space becomes more fragmented and performance-driven, AppLovin's bold pivot into CTV and commerce offers both opportunity and challenge. Success will depend on its ability to integrate Wurl's infrastructure seamlessly, drive measurable outcomes across channels, and differentiate itself from established players like Trade Desk and Roku. With the right execution, AppLovin could reshape its narrative from a mobile ad company into a major contender in the future of omnichannel advertising. The stock has gained 46.5% in the past three months compared with the industry's 42.7% growth. Image Source: Zacks Investment Research From a valuation standpoint, APP trades at a forward price-to-earnings ratio of 33.48, well above the industry's 23.29. It carries a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for APP's earnings has been on the rise over the past 30 days. Image Source: Zacks Investment Research APP currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AppLovin Corporation (APP) : Free Stock Analysis Report The Trade Desk (TTD) : Free Stock Analysis Report Roku, Inc. (ROKU) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Globe and Mail
2 days ago
- Business
- Globe and Mail
AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth
AppLovin Corporation APP is accelerating its transformation from a mobile-first advertising platform into a diversified digital advertising powerhouse. At the heart of this evolution is a strategic expansion into high-growth areas, including web advertising, e-commerce and connected TV (CTV). A key driver of this shift is AppLovin's acquisition of Wurl, a streaming-focused content distribution and advertising platform. This move extends the reach of APP's AI-driven AXON monetization engine beyond mobile apps into the lucrative CTV and digital commerce spaces. The CTV advertising market is booming, driven by a significant shift in consumer viewing habits from traditional linear TV to streaming platforms. Wurl's infrastructure strengthens AppLovin's ability to deliver targeted, measurable campaigns across CTV devices, enhancing both reach and performance. Additionally, by integrating e-commerce capabilities, the company creates a feedback loop where ad performance is measured not just in impressions but in actual conversions, boosting its appeal to performance-focused advertisers. As user attention fragments across screens — mobile, web, and TV — AppLovin is uniquely positioned to offer a unified advertising platform that addresses the entire consumer journey. This omnichannel approach not only opens up new revenue streams but also reduces reliance on any single platform, insulating the company from ecosystem-specific risks. If APP can execute this strategy effectively, it stands to emerge as a dominant player in the next generation of digital advertising. Competition From Trade Desk and Roku AppLovin faces competition in this evolving landscape. The Trade Desk TTD, a leader in the Demand-Side Platform space, continues to bolster its CTV capabilities through strong partnerships with content providers and ongoing investments in its Unified ID solution. These enhancements support precise, data-driven ad targeting, keeping Trade Desk well-positioned as advertisers seek scalable reach and transparency. Roku ROKU is also a formidable rival, leveraging its proprietary operating system and vast streaming ecosystem to power a robust advertising business. Its platform-first approach allows for deep targeting accuracy and direct control over ad inventory. Roku has steadily expanded its ad tech stack to attract performance marketers and remain competitive in the increasingly crowded CTV arena. The Road Ahead As the digital ad space becomes more fragmented and performance-driven, AppLovin's bold pivot into CTV and commerce offers both opportunity and challenge. Success will depend on its ability to integrate Wurl's infrastructure seamlessly, drive measurable outcomes across channels, and differentiate itself from established players like Trade Desk and Roku. With the right execution, AppLovin could reshape its narrative from a mobile ad company into a major contender in the future of omnichannel advertising. APP's Price Performance, Valuation and Estimates The stock has gained 46.5% in the past three months compared with the industry 's 42.7% growth. From a valuation standpoint, APP trades at a forward price-to-earnings ratio of 33.48, well above the industry's 23.29. It carries a Value Score of F. The Zacks Consensus Estimate for APP's earnings has been on the rise over the past 30 days. APP currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks' Research Chief Picks Stock Most Likely to "At Least Double" Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren't winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%. See Our Top Stock to Double (Plus 4 Runners Up) >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AppLovin Corporation (APP): Free Stock Analysis Report The Trade Desk (TTD): Free Stock Analysis Report Roku, Inc. (ROKU): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Business Wire
2 days ago
- Business
- Business Wire
Wurl Collaborates with Prime Video to Launch New Live TV Channel in Germany
PALO ALTO, Calif.--(BUSINESS WIRE)-- Wurl, a leader in the streaming TV industry, today announced a new collaboration with Prime Video to support the streamer's growing portfolio of Live TV channels available for Prime members in Germany. Wurl is supporting Prime Video to launch its new Live TV Channel – Prime – in Germany dedicated to premium Prime Video entertainment content. 'Prime Video is leading the way in helping to accelerate the industry by bringing premium live entertainment content to audiences – and we're thrilled to be working alongside them to make that happen.' 'The streaming TV market in Europe is experiencing a lot of exciting growth and momentum already this year,' said Keith Bedford, General Manager, EMEA at Wurl. 'Prime Video is leading the way in helping to accelerate the industry by bringing premium live entertainment content to audiences – and we're thrilled to be working alongside them to make that happen.' Wurl currently powers over four billion monthly hours of viewing on hundreds of unique channels across more than 50 streaming platforms worldwide. To deploy its newest Live TV channel in Germany, Prime Video leveraged Wurl's Global FAST Pass solution, which makes it easy for publishers to launch channels, monetize them instantly, and access the transparent data they need to grow and retain their audiences. Prime Video has also benefited from Wurl's cloud-based software and scheduling service, working with Wurl's expert Programming Strategy team to optimize their channel scheduling and alleviate their operational load. Notably, Amazon Prime Video will also leverage Wurl's capabilities to feature daily event highlights for the Wimbledon tournament on its new channel – bringing the event's most notable, up-to-date moments to streaming audiences. About Wurl Wurl is a leader in the streaming TV industry, helping connect viewers to the content they want to see with technologies for distribution, monetization, and advertising. The company supports publishers, streamers, and advertisers in growing viewership, maximizing revenue, and strengthening brand value. Wurl, LLC is owned by AppLovin Corporation (NASDAQ: APP). For more information, visit
Yahoo
2 days ago
- Business
- Yahoo
Wurl Collaborates with Prime Video to Launch New Live TV Channel in Germany
The new channel – Prime – will bring an exciting library of premium entertainment content to German audiences PALO ALTO, Calif., July 08, 2025--(BUSINESS WIRE)--Wurl, a leader in the streaming TV industry, today announced a new collaboration with Prime Video to support the streamer's growing portfolio of Live TV channels available for Prime members in Germany. Wurl is supporting Prime Video to launch its new Live TV Channel – Prime – in Germany dedicated to premium Prime Video entertainment content. "The streaming TV market in Europe is experiencing a lot of exciting growth and momentum already this year," said Keith Bedford, General Manager, EMEA at Wurl. "Prime Video is leading the way in helping to accelerate the industry by bringing premium live entertainment content to audiences – and we're thrilled to be working alongside them to make that happen." Wurl currently powers over four billion monthly hours of viewing on hundreds of unique channels across more than 50 streaming platforms worldwide. To deploy its newest Live TV channel in Germany, Prime Video leveraged Wurl's Global FAST Pass solution, which makes it easy for publishers to launch channels, monetize them instantly, and access the transparent data they need to grow and retain their audiences. Prime Video has also benefited from Wurl's cloud-based software and scheduling service, working with Wurl's expert Programming Strategy team to optimize their channel scheduling and alleviate their operational load. Notably, Amazon Prime Video will also leverage Wurl's capabilities to feature daily event highlights for the Wimbledon tournament on its new channel – bringing the event's most notable, up-to-date moments to streaming audiences. About Wurl Wurl is a leader in the streaming TV industry, helping connect viewers to the content they want to see with technologies for distribution, monetization, and advertising. The company supports publishers, streamers, and advertisers in growing viewership, maximizing revenue, and strengthening brand value. Wurl, LLC is owned by AppLovin Corporation (NASDAQ: APP). For more information, visit View source version on Contacts Tori OwensWurlpress@
Yahoo
25-06-2025
- Business
- Yahoo
Spotify vs. AppLovin: Which Ad-Powered Tech Stock is the Better Buy?
Both Spotify Technology S.A. SPOT and AppLovin Corporation APP are leveraging AI within their respective ecosystems, offering compelling ad-tech strategies. Spotify's AI features are consumer-facing and engagement-oriented. They are deeply tied to the company's advertising business, enhancing user retention, collecting valuable data, and enabling more efficient, personalized ad delivery. Meanwhile, AppLovin employs AI to optimize in-app advertising across a vast network of mobile applications. Its algorithms analyze real-time user data to determine the most effective ad placements, formats, and timing, thereby maximizing click-through and conversion rates. While Spotify focuses on audio-driven personalization, AppLovin excels in visual and performance-based mobile ads. Together, they exemplify how AI can unlock scalable, high-margin digital advertising models. APP is accelerating its transformation from a mobile-first ad platform into a diversified, AI-powered advertising leader. At the heart of this evolution is its strategic push into web advertising, e-commerce, and connected TV (CTV), driven by the acquisition of Wurl, a streaming-focused content distribution and monetization platform. Wurl enables AppLovin to extend its AI-driven monetization capabilities beyond mobile, unlocking high-growth opportunities in smart TVs and digital commerce. The CTV market is witnessing rapid growth as viewers migrate from linear to streaming platforms. Wurl's infrastructure synergizes with AppLovin's advanced AXON AI engine, allowing the company to deliver hyper-targeted, performance-driven ad campaigns across CTV devices. This move enhances both ad efficiency and measurable outcomes for advertisers. On the mobile front, AppLovin's next-generation AI engine, Axon 2, launched in the second quarter of 2023, has dramatically improved ad performance. Since its rollout, Axon 2 has helped quadruple ad spend on the company's platform, powering an estimated $10 billion annual run rate from gaming clients and securing AppLovin's place among the top global ad tech firms by valuation. Axon 2's impact extends beyond optimization. In a post-Identifier for Advertisers world, where traditional user acquisition strategies were upended, Axon 2 emerged as a recovery engine. While Western mobile gaming experienced stagnation in 2022, Axon 2 has reignited ad-driven growth. Meanwhile, the company's MAX publisher base continues to expand rapidly, far outpacing modest in-app purchase growth, highlighting the strategic edge of AppLovin's AI-first approach. SPOT is harnessing the power of AI to redefine user experience and deepen engagement on its platform. Personalized AI features like Spotify Wrapped have become annual cultural phenomena, leveraging machine learning to analyze vast amounts of user listening data. This feature not only entertains but also strengthens brand loyalty by offering users a unique snapshot of their musical journey. SPOT's AI DJ is a dynamic tool that utilizes advanced algorithms to curate personalized playlists in real-time. By incorporating voice-command functionality, the AI DJ offers an interactive, radio-like experience that mimics human curation while adapting to individual tastes. This innovation fosters greater user retention and time spent on the platform, directly enhancing monetization potential. These AI-driven tools are not just boosting engagement; they're also expanding margins by reducing reliance on manual curation and enabling more targeted advertising. Furthermore, the massive troves of proprietary user data that power Spotify's AI form a defensible, data-driven moat that's difficult for competitors to replicate. As AI continues to evolve, Spotify's strategic integration of intelligent features positions it as a leading innovator in digital audio, setting the stage for long-term growth and sustainable competitive advantage. The Zacks Consensus Estimate for APP's 2025 sales and EPS indicates year-over-year growth of 17% and 89%, respectively. EPS estimates have been trending upward over the past 60 days. Image Source: Zacks Investment Research The Zacks Consensus Estimate for SPOT's 2025 sales suggests 818% year-over-year growth, while EPS is expected to grow 57%. EPS estimates have been trending downward over the past 60 days. Image Source: Zacks Investment Research SPOT is trading at a forward sales multiple of 7.03X, below its 12-month median of 5.05X. APP's forward sales multiple stands at 18.82X, below its median of 16.48X. While both Spotify and AppLovin are leveraging AI to drive ad-powered growth, AppLovin appears better positioned in the near term. Its Axon 2 engine is delivering massive gains in ad efficiency and spend, while Wurl expands its AI reach into fast-growing CTV and digital commerce markets. APP's stronger EPS growth estimates and AI-driven recovery in a post-IDFA world further support its momentum. Although Spotify offers deeper user engagement and a more attractive valuation, its downward-trending EPS estimates raise concerns. For investors seeking AI-led scalability and ad-tech upside, AppLovin currently stands out as the more compelling buy. While APP carries a Zacks Rank #1 (Strong Buy), SPOT carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AppLovin Corporation (APP) : Free Stock Analysis Report Spotify Technology (SPOT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
