PREMIUM ANALYSIS
The pick-and-shovel sellers of the vertical gold rush
What this analysis covers
Ad network margins (AppLovin 58% net)
UA cost breakdown ($1 spent → 15-25 cents retained)
Creative generation tools (Creatify $23M, Arcads $16M)
Attribution platforms (AppsFlyer, Adjust)
$26B global market by 2030
Q1 2025: 370M downloads (6x YoY)
~$700M in IAP Q1 2025
ReelShort: 55M MAU
700+ active advertisers monthly (+63% YoY)
When a mobile-drama app burns $1 to acquire a user, who actually pockets it? Spoiler: not the app.
Ad network margins (AppLovin 58% net) · UA cost breakdown ($1 spent → 15-25 cents retained) · Creative generation tools (Creatify $23M, Arcads $16M) · Attribution platforms (AppsFlyer, Adjust)
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Analysis reserved for Streaming Radar subscribers
6 ad networks · $26B market · follow the money