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    Rob Sanderson

    Managing Director and Senior Equity Research Analyst at Loop Capital Markets LLC

    Rob Sanderson is a Managing Director and Senior Equity Research Analyst at Loop Capital Markets, focusing on the technology, communication services, and consumer discretionary sectors. He covers high-profile companies such as Meta Platforms, Uber Technologies, Maplebear (Instacart), Snap, AppLovin, and Life360, consistently delivering actionable investment insights. Sanderson is ranked #397 out of 4,865 Wall Street analysts with a success rate of around 55% and an average return per recommendation exceeding 13%, based on 132 published ratings. With an equity research career spanning major firms including Seaport Global Securities before joining Loop Capital, he holds relevant securities licenses and is registered with FINRA.

    Rob Sanderson's questions to Life360 (LIF) leadership

    Rob Sanderson's questions to Life360 (LIF) leadership • Q2 2025

    Question

    Rob Sanderson of Loop Capital Markets LLC asked a series of detailed questions on the advertising business, focusing on the go-to-market for 'Place Ads,' the mechanics of the 'Uplift' attribution product, and how Life360's data is integrated into campaigns on platforms like Meta and Google.

    Answer

    CEO Lauren Antonoff described the ad business as a 'longer ramp' focused on proof-of-concepts. She explained that for off-platform ads, Life360 works with partners like The Trade Desk, providing them with privacy-safe, obfuscated audiences to target users on platforms like Meta and Google, rather than through direct integration.

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    Rob Sanderson's questions to AppLovin (APP) leadership

    Rob Sanderson's questions to AppLovin (APP) leadership • Q2 2025

    Question

    Rob Sanderson questioned Applovin's progress on adding features for web-based advertisers, like excluding existing customers, and asked if improving performance was the key driver behind the decision to expand the platform's access.

    Answer

    Co-Founder, CEO & Chairperson Adam Foroughi acknowledged that their platform differs from others but stressed their focus on full automation over manual targeting, a philosophy proven in gaming. He pointed to the platform's strong financial results with minimal advertiser penetration as evidence of its effectiveness. He confirmed that rapid product improvements, including the Shopify app and dynamic product ads, have boosted performance and gave them the confidence to proceed with the October 1st referral-based opening.

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    Rob Sanderson's questions to AppLovin (APP) leadership • Q2 2025

    Question

    Rob Sanderson of Loop Capital Markets LLC questioned the progress on improving performance for web-based advertisers, noting a lack of basic targeting features, and asked if improved performance was the key factor in deciding to launch the referral program on October 1.

    Answer

    CEO Adam Foroughi acknowledged that Applovin's platform differs from Meta's but stressed its effectiveness, citing the billion-dollar run rate from a small number of advertisers. He confirmed that the decision to launch was driven by rapid product improvements, including dynamic product ads and key attribution integrations, which were completed faster than expected and gave the company confidence to move forward.

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    Rob Sanderson's questions to AppLovin (APP) leadership • Q1 2025

    Question

    Rob Sanderson from Loop Capital asked to delineate trends between the app and web products and how the 10% web revenue contribution is measured. He also inquired about long-term solutions for attribution beyond short cookie windows.

    Answer

    Executive Adam Foroughi explained that the long-term vision is for the app and web products to merge into a single, goal-based platform for advertisers. Executive Matt Stumpf clarified the 10% web contribution target is on a net revenue basis. Regarding attribution, Foroughi acknowledged the current reliance on short windows but noted they are actively working on integrating with third-party web attribution vendors to provide advertisers with more flexible and familiar measurement options, similar to their mobile app ecosystem.

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    Rob Sanderson's questions to AppLovin (APP) leadership • Q4 2024

    Question

    Rob Sanderson asked about the evolution of the go-to-market strategy for e-commerce and other new verticals, and questioned how much category-specific product work is required for the AXON platform to expand.

    Answer

    CEO Adam Foroughi explained that the current go-to-market strategy is focused on mid-market DTC brands and is driven by inbound interest, a strategy that will hold until self-serve tools are released. He clarified that AXON works for new verticals 'out of the box' without requiring custom models, making the primary challenge go-to-market execution and tool development, not technology adaptation.

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    Rob Sanderson's questions to MNTN (MNTN) leadership

    Rob Sanderson's questions to MNTN (MNTN) leadership • Q2 2025

    Question

    Rob Sanderson of Loop Capital Markets asked a multi-part question covering GenAI creative tools, the evolution of the go-to-market strategy and partner channels, and the apples-to-apples margin expansion excluding the Maxim Effort divestiture.

    Answer

    CEO Mark Douglas discussed GenAI as a complement to their Quick Frame creator network, aimed at solving the creative bottleneck for new customers. COO Chris Innes noted the go-to-market has accelerated post-IPO, driven by AI tools. CFO Patrick Pohlen explained that while he couldn't give a precise figure, gross margin would have improved year-over-year even without the divestiture due to strong revenue growth and operating leverage. Mark Douglas also emphasized the continued strength of the Maxim Effort partnership.

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