AppLovin Gains E-Commerce Ad Share as Advertisers Expand Platform Use
According to a Jefferies survey in Q2 2026, AppLovin is gaining e-commerce ad share with advertisers increasing their spending on the platform. The company's budget share rose by 169 basis points from Q4 2025 and now stands at 11.1%. Advertisers are diversifying incremental spend toward platforms like AppLovin and TikTok, while Meta and Google see a decline in ad budgets.
Topics: advertising budgets AI tools AppLovin e-commerce Google Meta TikTok