RT FUNDA：回应投资者对 AppLovin（$APP）三季报前瞻报告的质疑
RT FUNDA: Publishing this report has been stressful. Many investors who read last Friday’s Edgewater check pushed back on our conclusions, arguing th...
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RT FUNDA 发布 AppLovin（$APP）与 Unity 的 3Q26 财报前瞻报告后，许多投资者质疑其高估了广告预算、低估了 take rate 影响，并询问 AppLovin 是否撤回了 IAP 模式。
来源：@labubu_trader · x.com