The news: AppLovin emphasized that ecommerce will drive significant revenue growth in 2025 during its Q4 2024 earnings call.

• CEO Adam Foroughi and CFO Matt Stump confirmed that ecommerce advertisers, particularly direct-to-consumer (DTC) brands, will play a key role in its strategy. These brands, spanning various verticals such as beauty, household, pets, and accessories, have seen success with paid social advertising on platforms like Meta, TikTok, Snap, and Pinterest.
• The company’s ecommerce gains during the 2024 holiday season shows the effectiveness of its AI-driven ad platform in sectors beyond gaming, including fintech and retail. AppLovin plans to expand this success by launching self-service tools to scale its ecommerce revenues and enhance ad performance with AI-driven personalization, which could improve conversion rates.