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Posted by
Two Blokes May 27, 2025 -
Filed in
Stock
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5 views
25% upside to APP by YE'25 driven by durable gaming UA growth, app store payment changes, and DTC/eCom expansion. The recent NorCal court ruling unlocks significant margin for APP's customers, providing a strong 6-12Mo spend catalyst. Self-serve dashboard rollout in 2Q should accelerate eCom onboarding, fueling another growth inflection beyond gaming UA.
