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《華爾街日報》：下一個TikTok？AppLovin股價暴漲7倍！這家科技寵兒的秘密武器
01 導讀
AppLovin作為一家新興科技寵兒，憑藉其創新的人工智慧模型，將廣告商與移動遊戲開發者聯絡起來，成功破解了移動遊戲廣告投放的難題。
該公司在過去一年股價上漲七倍，最新季度財報公佈後又上漲24%。其成功的關鍵在於利用玩家資料定製廣告，拓展至其他行業，吸引了大量投資者。AppLovin計畫到2025年將電子商務廣告佔比提升至10%以上，並與非直接面向消費者的公司合作。
公司還以9億美元出售遊戲開發業務，專注於廣告業務。憑藉早期的成功和資料積累，AppLovin在競爭中佔據優勢，有望成為下一個TikTok，繼續引領廣告行業變革。
02 地道表達
tech darling /tɛk ˈdɑːrlɪŋ/ - 科技寵兒
draws comparisons with... - 引發與…的對比；與…相提並論
flocking to - 紛紛湧向…
increased...fold - 用於描述增長的倍數。
[例]：The company’s revenue increased threefold in the past year.（該公司在過去一年的收入增長了三倍。）
customer acquisition model - 客戶獲取模型
has an upper hand on... - 在…方面具有優勢，在…方面佔據上風
[例]：In the market competition, Company A has an upper hand on its rivals due to its advanced technology.（在市場競爭中，A公司憑藉其先進技術在與競爭對手的較量中佔據優勢。）
doubling down on... - 加倍專注於…，加倍投入…
[例]：The company is doubling down on its e-commerce business to capture more market share.（該公司正在加倍投入其電商業務，以獲取更多市場份額。）
03 ｜原文｜翻譯｜字詞｜
Latest Tech Darling AppLovin Draws Comparisons With TikTok
最新科技寵兒 AppLovin 與 TikTok 相媲美
Investors are flocking to AppLovin, the latest technology darling.
投資者正湧向AppLovin，這家最新的科技寵兒。
The company, which connects advertisers with mobile-game developers, could be the next TikTok, according to analysts.
該公司將廣告商與移動遊戲開發者聯絡起來，據分析師稱，它可能是下一個TikTok。
Shares of AppLovin have increased sevenfold in the past year and on Thursday rose another 24%, to $471.67, after reporting its latest quarterly results.
在過去的一年裡，AppLovin的股價上漲了七倍，周四在公佈最新季度財報後，股價又上漲了24%，達到471.67美元。
Investors expect these returns to grow in the long term as the company simplifies its operations and expands into advertising products other than mobile games, including e-commerce.
投資者預計，隨著公司簡化營運並擴展到移動遊戲以外的廣告產品（包括電子商務），這些回報將在長期內增長。
The Palo Alto, Calif., company, which went public in 2021, is finding success with its artificial-intelligence model that has cracked the code for advertising to mobile-game users. More than 1 billion people play mobile games each day, a consumer audience that competitors TikTok and Meta Platforms, said Bank of America analyst Omar Dessowly. “None of those companies have ever tried to monetize this audience,” Dessowly said. “Every four years or so a new customer acquisition model disrupts the advertising landscape. TikTok was the last one.”
這家位於加州帕洛阿爾托的公司在2021年上市，憑藉其破解了向移動遊戲使用者投放廣告的“密碼”的人工智慧模型，取得了成功。美國銀行分析師Omar Dessowly表示，“每天有超過10億人玩移動遊戲，這是一個競爭對手TikTok和Meta Platforms尚未開發的消費者群體，每四年左右就會有一個新的客戶獲取模式顛覆廣告行業格局。TikTok是上一個。”
Ads on mobile games were, for a long time, primarily marketing other mobile games. That is because it has been difficult for companies to figure out what products those users would be interested in, besides what they were already engaging with: mobile games.
長期以來，移動遊戲上的廣告主要是在行銷其他移動遊戲。這是因為對於公司來說，除了使用者已經在參與的移動遊戲之外，很難弄清楚這些使用者還會對什麼產品感興趣。
flocking to - 紛紛湧向…
sevenfold - 七倍多，七重的
disrupt /dɪsˈrʌpt/ - v.使中斷；擾亂；打亂
As a result, game developers were often advertising their competitors’ products on their own platform, said Benchmark analyst Mike Hickey.
Benchmark分析師Mike Hickey表示，因此，遊戲開發者經常在其自己的平台上為競爭對手的產品打廣告。
AppLovin has built an AI model that allows mobile-game advertisements to expand to other industries. The AI model can collect data on game users, including which advertisements they are most engaged with, and then use that data to tailor other ads to them. “You now have the opportunity to grow your revenue without the reality of gambling your own product,” Hickey said.
AppLovin建構了一種人工智慧模型，使移動遊戲廣告能夠拓展到其他行業。該模型可以收集遊戲玩家的資料，包括他們對那些廣告最感興趣，然後利用這些資料為他們量身定製其他廣告。“你現在有機會在不冒險犧牲自身產品的情況下增加收入，”Hickey說。
AppLovin’s success is now allowing the company to start working with e-commerce advertisers. While it hasn’t disclosed what companies it is working with, Dessowly said players like Amazon.com and Walmart could be interested.
AppLovin的成功使其能夠開始與電子商務廣告商合作。儘管公司尚未披露正在合作的公司，但Dessowly表示，像亞馬遜和沃爾瑪這樣的公司可能會感興趣。
AppLovin in the fourth quarter saw its revenue surge 44% to $1.37 billion, and nearly quadrupled its earnings per share year over year. Advertising revenue increased 73%.
在第四季度，AppLovin的收入增長了44%，達到13.7億美元，每股收益同比增長了近四倍。廣告收入增長了73%。
“The breakthrough is only beginning,” Chief Executive Adam Foroughi said on a call with investors.
“突破才剛剛開始，”首席執行官Adam Foroughi在與投資者的電話會議中表示。
E-commerce advertising is expected to be 10% or more of AppLovin’s business in 2025. Hickey said, AppLovin is starting to work with companies that aren’t direct-to-consumer.
預計到2025年，電子商務廣告將佔AppLovin業務的10%或以上。Hickey表示，AppLovin開始與非直接面向消費者的公司合作。
Because it is one of the first to find success in this industry, AppLovin has an upper hand on competitors like Alphabet Inc.’s Google or gaming-software company Unity Software, analysts said. The longer it collects data on mobile-game users, the better it is. In addition, the best possible way of becoming a user is to continue to dominate market share.
由於是最早在這一行業取得成功的公司之一，AppLovin在與Google（Alphabet Inc.）或遊戲軟體公司Unity Software等競爭對手相比時具有優勢，分析師稱。它收集移動遊戲玩家資料的時間越長，表現就越好。此外，成為使用者的最佳方式是繼續主導市場份額。
AppLovin said Wednesday it is selling its game-development business for $900 million to an undisclosed private buyer. The divestment demonstrates the company is doubling down on its advertising business, Hickey said.
AppLovin周三表示，公司正以9億美元的價格將遊戲開發業務出售給一位未公開的私人買家。這一剝離表明，公司正在加倍專注於其廣告業務，Hickey說。 (Chris的外刊閱讀筆記)
tailor /ˈteɪlə(r)/ - vt.專門製作；訂做
surge /sɜːrdʒ/ - 激增
quadruple /kwɒˈdruːpl/ - 四倍的，四重的
divestment /dɪˈvaɪstmənt/ - 剝離