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    Matthew Thornton • FBN Securities

    Matthew Thornton's questions to Applovin Corp (APP) leadership

    Matthew Thornton's questions to Applovin Corp (APP) leadership • Q1 2025

    Question

    Matthew Thornton from FBN Securities asked whether initiatives like non-gaming app acquisition and dynamic ad creative would contribute in 2025 or 2026, and if the non-gaming business is still expected to be 10%+ of ad revenue. He also followed up on whether the gaming and e-commerce models improve independently.

    Answer

    Executive Adam Foroughi clarified that 2025's focus is on executing current priorities to ensure strong growth in 2026 and beyond. An executive added that the web business could exceed 10% of revenue this year. Foroughi also confirmed the gaming and e-commerce models are separate and improve independently. The e-commerce model is much earlier in its lifecycle and has significant room for improvement through both directed enhancements and a growing data feedback loop.

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    Matthew Thornton's questions to Roku Inc (ROKU) leadership

    Matthew Thornton's questions to Roku Inc (ROKU) leadership • Q1 2025

    Question

    Matthew Thornton asked if the Frndly TV acquisition was included in the full-year guidance and inquired about the company's assumptions regarding tariffs and its ability to shift production.

    Answer

    CFO Dan Jedda confirmed that the Frndly acquisition was one of several initiatives already factored into the full-year guidance. President of Devices, Mustafa Ozgen, stated that due to a diversified manufacturing strategy, they do not anticipate a material impact from current tariffs on devices gross profit for the year. CEO Anthony Wood added that Roku's large household penetration protects its market share even if overall TV unit sales soften.

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