CapexAndChill
@CapexAndChill
Long-term value in high conviction holdings. All thoughts are my own. NFA
加入 February 2025
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Unity scary $APP $U
Tenjin: Mobile Gaming Benchmark 2026...
"AppLovin strengthened its lead on iOS in Q2, increasing from 39% to 44% of ad revenue share."
Here are the rev-share stats from Q1 to Q2:
$U - Unity:
- iOS: 13% → 14%
- Android: 12% → 12%
$APP - AppLovin:
- iOS: 39% → 44%
- Android: 19% → 23%
Mintegral:
- iOS: 21% → 16%
- Android: 17% → 12%
I'm not convinced this narrative that Unity is taking market-share from AppLovin is valid.
More market-share = More data = better models.
$APP $U
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