Mobile Signal

CloudX just announced Agentic Buying, a move onto the demand side. CEO Jim Payne returns to explain whether it’s an ad network, a DSP, or something new. And whether CloudX can vertically integrate while still calling itself neutral. Chapters: 1:23 – Traction: Adoption and Publisher Uplift 4:35 – What TEE 2.0 Actually Is 8:22 – Agentic Buying: Ad Network, DSP, or Something New? 10:54 – Flat Take Ra...

AppLovin is the apex predator of in-app ads, and it just keeps pulling away. 59% revenue growth, 90% incremental flow-through to EBITDA, and self-serve going global this month. So can anyone actually catch it? Host Josh Chandley (WildCard Games) decodes AppLovin's Q1 and the entire competitive field with two seats you rarely get in one room: financial analyst Matthew Kanterman (Blue River Financia...

Rewarded user acquisition has always carried a reputation problem: users show up for the rewards… then disappear. But adjoe's data says the opposite. That’s why they ranked #6 on AppsFlyer’s iOS Gaming Power Index. In this episode, Josh Chandley sits down with Thomas Yannopoulos, VP Revenue Americas, to explain how a rewarded platform beat Meta, one of the biggest networks in mobile on quality, no...

Networks own targeting. They set the bids. Ad creative is the last input mobile gaming advertisers still control. Now Meta is generating ads with AI at scale, and AppLovin has over 100 advertisers in their network-generated creative pilot. The window for advertiser-led creative in user acquisition is closing fast. We decode whether advertiser-side tools can win this race with Olivia Barnett, COO o...

The founding team of MoPub and MAX just raised $30M to build the next chapter of mobile monetization for the AI era. Their new approach starts from a simple premise: modern monetization systems should be operable by autonomous agents. We decode the thesis behind CloudX with Jim Payne and Dan Sack. Their new platform, a full programmatic stack for mobile, launches with Meta, Magnite, Liftoff, and m...