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The Ledger #3: AppLovin's new chair, Donato's doubts
This week: AppLovin chair Donato's leadership reshuffle, fresh scepticism over the Epic-Google settlement, Moloco's Costco win, and a Q1 M&A recap.
Marco Bianchi
2 min read
market intelligence
media buying
·6 min read
4X games buy whales and pay for tourists
creative strategy
media buying
·4 min read
The maths of creative fatigue
market intelligence
platforms
·6 min read
The platform tax and the true cost of an install
platforms
playable ads
·4 min read
The playable production bottleneck is no longer the first build
market intelligence
·4 min read
Southeast Asia: Vietnam, Indonesia, the Philippines
media buying
·3 min read
Operating brief: reallocating spend after a network exits
market intelligence
media buying
·4 min read
$7.7B in a quarter: Q1 M&A and what consolidation does to CPI
market intelligence
media buying
·5 min read
Web shops change the maths of paid UA
market intelligence
·8 min read
How to Build a Real Business on Roblox in 2026: what the 2026-04-06 archive still tells operators
market intelligence
media buying
·4 min read
Annual and quarterly UA budget planning
market intelligence
·6 min read