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    Clark Blandin

    Research Analyst at BTIG

    Clark Blandin is an equity research analyst at BTIG who specializes in providing investment insights and market research, though detailed metrics and coverage information are not publicly available. His professional background, specific companies under coverage, and performance rankings on platforms like TipRanks or Barron’s are not accessible through open sources. There is no evidence of previous firms or career milestones in the available information, nor are there published details on securities licenses or FINRA credentials. Due to the lack of comprehensive public data, further specifics about his track record and professional achievements could not be confirmed.

    Clark Blandin's questions to AppLovin (APP) leadership

    Clark Blandin's questions to AppLovin (APP) leadership • Q1 2025

    Question

    Clark Blandin of BTIG asked if the strong Q1 sequential growth included a 'step function' improvement in the model and whether Q2 guidance includes any revenue from the divested studios now being treated as third parties.

    Answer

    Executive Adam Foroughi confirmed the strong Q1 performance was a 'huge step-up' driven by multiple factors, including significant efficiency gains in the gaming model that were larger than typical reinforcement learning. Executive Matt Stumpf stated that the guidance for Q2 does not assume any incremental revenue from the former studios, as the transaction is expected to close late in the quarter and the potential impact is not considered material.

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