{"id":1577,"date":"2022-05-22T22:18:27","date_gmt":"2022-05-22T13:18:27","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1577"},"modified":"2022-05-22T22:18:59","modified_gmt":"2022-05-22T13:18:59","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91applovin-corporation-nasdaqapp2022%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1577","title":{"rendered":"\u3010\u7ffb\u8a33\u3011AppLovin Corporation (NASDAQ:APP)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>AppLovin Corporation (NASDAQ:APP)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u6c7a\u7b97\u81ea\u4f53\u306f\u5fae\u5999\u3067\u3057\u305f\u304c\u7d50\u69cb\u8cb7\u308f\u308c\u3066\u682a\u4fa1\u306f\u5c11\u3057\u623b\u3057\u3066\u307e\u3059\u3002\u3053\u306e\u4e0a\u3052\u306f\u30b7\u30e7\u30fc\u30c8\u30ab\u30d0\u30fc\u3068\u601d\u308f\u308c\u307e\u3059\u3057EPS\u3082\u30df\u30b9\u3057\u3066\u3044\u308b\u306e\u3067\u307e\u3060\u307e\u3060\u4e0b\u3052\u308b\u3068\u601d\u3063\u3066\u307e\u3059\u3002<\/p>\n<p>\u4eca\u306e\u3068\u3053\u308d\u306f\u3042\u307e\u308a\u671f\u5f85\u306f\u51fa\u6765\u306a\u3044\u304b\u306a\u3068\u601d\u3063\u3066\u307e\u3059\u3002<\/p>\n<p>&nbsp;<\/p>\n<div id=\"attachment_1578\" style=\"width: 1488px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1578\" class=\"wp-image-1578 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48.png\" alt=\"AppLovin Corporation (NASDAQ:APP)\u682a\u4fa1\" width=\"1478\" height=\"743\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48.png 1478w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48-300x151.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48-1024x515.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48-768x386.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/APP_2022-05-22_22-07-48-940x473.png 940w\" sizes=\"auto, (max-width: 1478px) 100vw, 1478px\" \/><p id=\"caption-attachment-1578\" class=\"wp-caption-text\">AppLovin Corporation (NASDAQ:APP)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>AppLovin Corporation (NASDAQ:APP)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nRyan Gee<br \/>\nAdam Foroughi &#8212; Co-Founder, Chief Executive Officer, and Chairperson<br \/>\nHerald Chen &#8212; President and Chief Financial Officer<br \/>\nYoussef Squali &#8212; Truist Securities &#8212; Analyst<br \/>\nEric Sheridan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nStephen Ju &#8212; Credit Suisse &#8212; Analyst<br \/>\nClark Lampen &#8212; BTIG &#8212; Analyst<br \/>\nMatt Cost &#8212; Morgan Stanley &#8212; Analyst<br \/>\nDavid Karnovsky &#8212; J.P. Morgan &#8212; Analyst<br \/>\nTim Nollen &#8212; Macquarie Group &#8212; Analyst<br \/>\nDavid Pang &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nFranco Granda &#8212; D.A. Davidson &#8212; Analyst<br \/>\nMartin Yang &#8212; Oppenheimer and Company &#8212; Analyst<br \/>\nMore APP analysis<\/p>\n<p>2022\u5e745\u670811\u65e517\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u3055\u3063\u305d\u304f\u59cb\u3081\u307e\u3057\u3087\u3046\u30022021\u5e743\u670831\u65e5\u306b\u7d42\u4e86\u3057\u305f\u56db\u534a\u671f\u306eAppLovin\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u3088\u3046\u3053\u305d\u3002\u79c1\u306fAppLovin\u306eIR\u304a\u3088\u3073\u6226\u7565\u7684\u8ca1\u52d9\u306e\u8cac\u4efb\u8005\u3067\u3042\u308b\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u5171\u540c\u5275\u696d\u8005\u3067\u3042\u308aCEO\u517c\u4f1a\u9577\u306e\u30a2\u30c0\u30e0\u30fb\u30d5\u30a9\u30ed\u30ae\u3001\u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30d8\u30e9\u30eb\u30c9\u30fb\u30c1\u30a7\u30f3\u304c\u3001\u79c1\u3068\u5171\u306b\u696d\u7e3e\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002\u306a\u304a\u3001\u5f53\u793e\u306eSEC\u63d0\u51fa\u66f8\u985e\u3001\u6c7a\u7b97\u5831\u544a\u66f8\u3001\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306b\u95a2\u3059\u308b\u682a\u4e3b\u901a\u4fe1\u306f\u3001investors.applovin.com\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u307e\u305f\u3001\u30d8\u30e9\u30eb\u30c9\u304c\u3053\u306e\u96fb\u8a71\u306e\u5f8c\u534a\u3067\u53c2\u7167\u3059\u308b\u77ed\u3044\u30b9\u30e9\u30a4\u30c9\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3082\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u3088\u308d\u3057\u3051\u308c\u3070\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u5c06\u6765\u306e\u51fa\u6765\u4e8b\u3084\u5f53\u793e\u306e\u5c06\u6765\u306e\u696d\u7e3e\u306b\u95a2\u3057\u3066\u3001\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u884c\u3046\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n\u3053\u308c\u3089\u306e\u8a18\u8ff0\u306f\u3001\u73fe\u6642\u70b9\u306b\u304a\u3051\u308b\u5f53\u793e\u306e\u4eee\u5b9a\u304a\u3088\u3073\u5224\u65ad\u306b\u3082\u3068\u3065\u304f\u3082\u306e\u3067\u3059\u3002\u5f53\u793e\u306f\u3001\u6cd5\u5f8b\u3067\u7fa9\u52d9\u3065\u3051\u3089\u308c\u3066\u3044\u308b\u5834\u5408\u3092\u9664\u304d\u3001\u3053\u308c\u3089\u306e\u60c5\u5831\u3092\u66f4\u65b0\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3044\u307e\u305b\u3093\u3002\u5b9f\u969b\u306e\u7d50\u679c\u306f\u3001\u4e88\u6e2c\u3055\u308c\u305f\u7d50\u679c\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u8ffd\u52a0\u60c5\u5831\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u304c\u6700\u8fd1\u63d0\u51fa\u3057\u305fForm 10-K\u304a\u3088\u3073\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u76f4\u5f8c\u306b\u63d0\u51fa\u3059\u308bForm 10-Q\u306b\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u30ea\u30b9\u30af \u8981\u56e0\u3092\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002<br \/>\n\u307e\u305f\u3001\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306b\u3064\u3044\u3066\u3082\u8aac\u660e\u3057\u307e\u3059\u3002\u5f53\u793e\u306e GAAP \u8ca1\u52d9\u6307\u6a19\u3068\u975e GAAP \u8ca1\u52d9\u6307\u6a19\u306e\u8abf\u6574\u8868\u306f\u3001\u5f53\u793e\u306e IR \u30db\u30fc\u30e0\u30da\u30fc\u30b8\u3067\u516c\u958b\u3057\u3066\u3044\u308b\u682a\u4e3b\u901a\u4fe1\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306f\u3001\u5f53\u793e\u306eGAAP\u30d9\u30fc\u30b9\u306e\u696d\u7e3e\u3092\u4ee3\u66ff\u3082\u3057\u304f\u306f\u512a\u8d8a\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u306e\u3067\u3001GAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u304a\u3088\u3073\u8abf\u6574\u8868\u306f\u5fc5\u305a\u3054\u78ba\u8a8d\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u306f\u9332\u97f3\u3055\u308c\u3066\u304a\u308a\u3001\u8fd1\u65e5\u4e2d\u306b\u518d\u751f\u304c\u53ef\u80fd\u3068\u306a\u308a\u307e\u3059\u3002<br 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TV\u300d\u306e\u9762\u767d\u3055\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u5316\u3059\u308b\u305f\u3081\u306e\u4e3b\u8981\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e1\u3064\u3067\u3042\u308a\u3001\u30c1\u30e3\u30cd\u30eb\u3092\u901a\u3058\u3066\u30b3\u30f3\u30c6\u30f3\u30c4\u30e1\u30c7\u30a3\u30a2\u3092\u914d\u4fe1\u3057\u3066\u3044\u308b\u591a\u304f\u306e\u30d6\u30e9\u30f3\u30c9\u306b\u3068\u3063\u3066\u3001Connected TV\u306f\u91cd\u8981\u306a\u5b58\u5728\u3067\u3059\u3002\u30b3\u30f3\u30c6\u30f3\u30c4\u5185\u306e\u5e83\u544a\u67a0\u306f\u81a8\u5927\u306a\u30ea\u30fc\u30c1\u3092\u6301\u3061\u3001\u30d5\u30eb\u30b9\u30af\u30ea\u30fc\u30f3\u3067\u975e\u5e38\u306b\u4fa1\u5024\u304c\u3042\u308a\u3001\u30c6\u30ec\u30d3\u3067\u672c\u5f53\u306b\u5927\u304d\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30e2\u30c7\u30eb\u3092\u63d0\u793a\u3067\u304d\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>OK\u3067\u3059\u3002\u7d20\u6674\u3089\u3057\u3044 \u3042\u308a\u304c\u3068\u3046\u3001\u30a8\u30ea\u30c3\u30af\u3002\u6b21\u306f\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30b9\u30c6\u30a3\u30fc\u30d6\u30f3\u30fb\u30b8\u30e5\u30fc\u3067\u3059\u3002<\/p>\n<p>\u30b9\u30c6\u30a3\u30fc\u30d6\u30f3\u30fb\u30b8\u30e5 &#8212; \u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5206\u304b\u308a\u307e\u3057\u305f \u7d20\u6674\u3089\u3057\u3044 \u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u805e\u3053\u3048\u307e\u3059\u3002<\/p>\n<p>Stephen Ju &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u7d20\u6674\u3089\u3057\u3044\u3002Adam\u3001\u3042\u306a\u305f\u306e\u682a\u4e3b\u5b9b\u3066\u306e\u624b\u7d19\u306e\u884c\u9593\u3092\u8aad\u3080\u3068\u3001\u30e2\u30d0\u30a4\u30eb\u30b2\u30fc\u30e0\u90e8\u9580\u304b\u3089\u306e\u652f\u51fa\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u5927\u304d\u306a\u5e83\u544a\u5e02\u5834\u3092\u72d9\u3046\u306e\u306f\u4eca\u3060\u3068\u601d\u308f\u308c\u307e\u3059\u3002MoPub\u3092\u5c0e\u5165\u3057\u305f\u3053\u3068\u3067\u3001\u30b2\u30fc\u30e0\u4ee5\u5916\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304b\u3089\u306e\u5e83\u544a\u53ce\u5165\u306e\u69cb\u6210\u3084\u3001\u30b2\u30fc\u30e0\u3068\u975e\u30b2\u30fc\u30e0\u306e\u76f8\u5bfe\u7684\u306a\u6210\u9577\u7387\u3001\u307e\u305f\u305d\u306e\u65b9\u5411\u6027\u306b\u3064\u3044\u3066\u3001\u4f55\u304b\u6700\u65b0\u60c5\u5831\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Adam Foroughi &#8212; \u5171\u540c\u5275\u8a2d\u8005\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u4f1a\u9577<\/p>\n<p>MoPub\u3068MAX\u3092\u5408\u308f\u305b\u308b\u3068\u3001\u4e16\u754c\u4e2d\u3067\u6bce\u65e57\u5104\u4eba\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u3092\u62b1\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u6d88\u8cbb\u8005\u306e\u591a\u304f\u306f\u3001\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u30b2\u30fc\u30e0\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5f7c\u3089\u306f\u30b2\u30fc\u30e0\u3060\u3051\u3092\u751f\u6d3b\u306e\u4e00\u90e8\u3068\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u3001\u30b2\u30fc\u30e0\u3068\u30b2\u30fc\u30e0\u4ee5\u5916\u306e\u4e21\u65b9\u3067\u53ce\u76ca\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3001\u975e\u5e38\u306b\u512a\u308c\u305f\u30b9\u30b1\u30fc\u30eb\u306e\u30aa\u30fc\u30c7\u30a3\u30a8\u30f3\u30b9\u306a\u306e\u3067\u3059\u3002\u5f53\u793e\u306f\u5f93\u6765\u3001\u30b2\u30fc\u30e0\u958b\u767a\u8005\u5411\u3051\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u304a\u308a\u3001\u591a\u304f\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6280\u8853\u3092\u305d\u3053\u3067\u69cb\u7bc9\u3057\u3066\u304d\u307e\u3057\u305f\u3002MoPub\u306f\u3001\u30ed\u30fc\u30ab\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u304f\u308c\u3001\u305d\u308c\u304c\u5f7c\u3089\u306e\u30de\u30cd\u30bf\u30a4\u30ba\u306e\u65b9\u6cd5\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u305d\u306e\u3082\u306e\u304c\u3001\u524d\u56db\u534a\u671f\u306b\u63d0\u643a\u3092\u767a\u8868\u3057\u305fThe Trade Desk\u306e\u3088\u3046\u306a\u4f01\u696d\u304c\u3001\u79c1\u305f\u3061\u306e\u53d6\u5f15\u6240\u306b\u76f4\u63a5\u30a2\u30af\u30bb\u30b9\u3059\u308b\u305f\u3081\u306e\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306b\u3001MoPub\u3068\u306e\u53d6\u5f15\u5f8c\u3082\u7d71\u5408\u3092\u9032\u3081\u3001\u3053\u306e\u3088\u3046\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u3066\u3044\u304f\u3053\u3068\u3067\u3001\u30e2\u30d0\u30a4\u30eb\u30b2\u30fc\u30e0\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u73fe\u5728\u63d0\u4f9b\u3057\u3066\u3044\u308b\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316\u3057\u3001\u975e\u30b2\u30fc\u30e0\u30e6\u30fc\u30b6\u30fc\u306b\u3088\u308b\u3053\u306e\u975e\u5e38\u306b\u5927\u304d\u306a\u5229\u7528\u8005\u306e\u53ce\u76ca\u5316\u306e\u53ef\u80fd\u6027\u3092\u307e\u3059\u307e\u3059\u9ad8\u3081\u3066\u3044\u304f\u3053\u3068\u304c\u3067\u304d\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>OK\u3067\u3059\u3002\u6b21\u306f\u3001BTIG\u306e\u30af\u30e9\u30fc\u30af\u30fb\u30e9\u30f3\u30da\u30f3\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u306e\u6307\u793a]\n<p>Clark Lampen &#8212; BTIG &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u805e\u3053\u3048\u307e\u3059\u3002\u3069\u3046\u305e\u3001\u30af\u30e9\u30fc\u30af\u3002<\/p>\n<p>Clark Lampen &#8212; BTIG &#8212; 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Cost &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4eca\u671f\u306e\u5e83\u544a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u53ce\u5165\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u306d\u30021Q\u306e\u5f37\u3055\u306e\u6e90\u6cc9\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\u3002\u7279\u306b\u3001MoPub\u304b\u3089MAX\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u3044\u308b\u4e2d\u3067\u3001\u4f55\u304b\u304a\u3063\u3057\u3083\u308a\u305f\u3044\u3053\u3068\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u305d\u306e\u4e2d\u3067MoPub\u306e\u8ca2\u732e\u306b\u3064\u3044\u3066\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u6b21\u306b\u3001\u3082\u3063\u3068\u54f2\u5b66\u7684\u306a\u8a71\u3067\u3059\u304c\u3001\u6b74\u53f2\u7684\u306b\u898b\u308b\u3068\u3001\u5fa1\u793e\u306e\u5e83\u544a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u30e6\u30cb\u30fc\u30af\u3055\u306f\u3001\u30a2\u30d7\u30ea\u30d3\u30b8\u30cd\u30b9\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u308b\u30c7\u30fc\u30bf\u3068\u5e83\u544a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306e\u9593\u306b\u30d5\u30e9\u30a4\u30db\u30a4\u30fc\u30eb\u304c\u3042\u308b\u3053\u3068\u3060\u3068\u79c1\u306f\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u5c06\u6765\u7684\u306b\u306f\u3001\u30a2\u30d7\u30ea\u3092\u30b9\u30d4\u30f3\u3057\u305f\u308a\u3001\u58f2\u5374\u3057\u305f\u308a\u3001\u5c11\u306a\u304f\u3068\u3082\u5e83\u544a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u898f\u6a21\u306b\u6bd4\u3057\u3066\u5c0f\u3055\u306a\u898f\u6a21\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u3068\u601d\u3044\u307e\u3059\u3002AppLovin\u306e\u5e83\u544a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f\u3001\u3042\u306a\u305f\u304c\u6b21\u306e\u6210\u9577\u6bb5\u968e\u306b\u9032\u3080\u3068\u304d\u3001\u3042\u306a\u305f\u304c\u59cb\u3081\u305f\u3068\u3053\u308d\u304b\u3089\u73fe\u5728\u306b\u81f3\u308b\u307e\u3067\u3001\u540c\u3058\u811a\u672c\u3092\u5b9f\u884c\u3059\u308b\u3060\u3051\u3067\u306f\u306a\u3044\u3068\u3057\u305f\u3089\u3001\u4f55\u304c\u5dee\u5225\u5316\u3055\u308c\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30d5\u30a9\u30ed\u30ae &#8212; \u5171\u540c\u5275\u696d\u8005\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u4f1a\u9577<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u8cea\u554f\u3067\u3059\u306d\u3002\u3053\u308c\u306f\u672c\u5f53\u306b &#8212; \u3059\u3079\u3066\u304c\u307e\u305f\u76f8\u4e92\u306b\u95a2\u9023\u3057\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30d3\u30b8\u30cd\u30b9\u3092\u898b\u308b\u3068\u30011\u5e74\u534a\u524d\u306bAXON\u3092\u30ea\u30ea\u30fc\u30b9\u3057\u305f\u3053\u3068\u304c\u8ee2\u6a5f\u3068\u306a\u308a\u3001\u6628\u5e74\u3001\u5f53\u793e\u306e\u304a\u5ba2\u69d8\u304c\u6295\u8cc7\u3057\u305f\u91d1\u984d\u304c\u5897\u3048\u7d9a\u3051\u3066\u3044\u308b\u306e\u306f\u3001\u6a5f\u68b0\u5b66\u7fd2\u306e\u52b9\u7387\u5316\u304b\u3089\u304d\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u306e\u30b7\u30b9\u30c6\u30e0\u306f\u3088\u308a\u826f\u304f\u306a\u308a\u3001\u3088\u308a\u591a\u304f\u306e\u30c7\u30fc\u30bf\u3092\u53d6\u5f97\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u30c7\u30fc\u30bf\u306b\u95a2\u3059\u308b\u8cea\u554f\u3067\u8208\u5473\u6df1\u3044\u306e\u306f\u3001AXON\u3092\u59cb\u3081\u305f\u5f53\u521d\u3001\u79c1\u305f\u3061\u304c\u6301\u3063\u3066\u3044\u305f\u306e\u306f\u30b2\u30fc\u30e0\u3060\u3051\u3060\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u308c\u304c\u3001\u79c1\u305f\u3061\u304c\u30b2\u30fc\u30e0\u306b\u53c2\u5165\u3057\u305f\u7406\u7531\u306e\u3059\u3079\u3066\u3067\u3057\u305f\u30021\u5e74\u524d\u306e\u4e0a\u5834\u6642\u306b\u306f\u3001\u81ea\u793e\u30b2\u30fc\u30e0\u304c\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e8b\u696d\u306e35%\u304b\u308940%\u3092\u5360\u3081\u3066\u304a\u308a\u3001TSTV\u3067\u305d\u306e\u3053\u3068\u3092\u5831\u544a\u3057\u307e\u3057\u305f\u3002\u73fe\u5728\u3001\u3053\u306e\u6570\u5b57\u306f\u7e2e\u5c0f\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u306f\u3001\u3053\u306e\u6280\u8853\u304c\u975e\u5e38\u306b\u5e83\u304f\u63a1\u7528\u3055\u308c\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u304a\u5ba2\u69d8\u304c\u30aa\u30f3\u30e9\u30a4\u30f3\u306b\u306a\u308a\u3001\u5e83\u544a\u306e\u914d\u4fe1\u3082\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u3088\u308a\u591a\u304f\u306e\u5e83\u544a\u3092\u914d\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u3059\u3079\u3066\u3092\u884c\u3046\u3053\u3068\u3067\u3001\u3088\u308a\u5927\u304d\u306a\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u30fb\u30eb\u30fc\u30d7\u3092\u5f97\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306e\u30b2\u30fc\u30e0\u306b\u30c7\u30fc\u30bf\u3092\u4f9b\u7d66\u3059\u308b\u5fc5\u8981\u306a\u304f\u3001\u6a5f\u68b0\u5b66\u7fd2\u304c\u5411\u4e0a\u3057\u7d9a\u3051\u308b\u306e\u3092\u898b\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u3001\u682a\u4e3b\u4fa1\u5024\u3092\u6700\u5927\u5316\u3057\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e8b\u696d\u3092\u6210\u9577\u3055\u305b\u306a\u304c\u3089\u3001\u30b2\u30fc\u30e0\u4e8b\u696d\u304b\u3089\u5b9f\u8cea\u7684\u306a\u5229\u76ca\u3082\u540c\u6642\u306b\u5f97\u3089\u308c\u308b\u3088\u3046\u3001\u3053\u308c\u30892\u3064\u306e\u4e8b\u696d\u3092\u6700\u3082\u52b9\u7387\u7684\u306b\u904b\u55b6\u3059\u308b\u81ea\u4fe1\u3092\u4e0e\u3048\u3066\u304f\u308c\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Matt Cost &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u30a2\u30c9\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u65b9\u3067\u3059\u304c\u3001\u3082\u3057\u3088\u308d\u3057\u3051\u308c\u3070\u3002<\/p>\n<p>\u30d8\u30e9\u30eb\u30c9\u30fb\u30c1\u30a7\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>MoPub\u306e\u8ca2\u732e\u306f\u3069\u3046\u3060\u3063\u305f\u304b\u3068\u805e\u304b\u308c\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u5177\u4f53\u7684\u306b\u306f4000\u4e07\u30c9\u30eb\u5f37\u3067\u3001\u3053\u306e\u6570\u5b57\u306f\u3001\u56db\u534a\u671f\u4e2d\u3001Twitter\u304c\u307e\u3060\u305d\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u904b\u55b6\u3057\u3066\u3044\u305f\u305f\u3081\u3067\u3059\u3002\u305d\u306e\u5f8c\u3001MAX\u306b\u5b8c\u5168\u306b\u7d71\u5408\u3057\u3001MoPub\u306f\u4eca\u5e74\u306e3\u670831\u65e5\u306b\u5b8c\u5168\u306b\u30b7\u30e3\u30c3\u30c8\u30c0\u30a6\u30f3\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001MoPub\u306f\u5f53\u793e\u306e\u6570\u5b57\u306b\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u3001\u4eca\u5f8c\u3082\u7d99\u7d9a\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u4eca\u5e74\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30ac\u30a4\u30c9\u3067\u6700\u7d42\u7684\u306b\u793a\u3057\u305f\u3088\u3046\u306b\u3001\u3053\u306e\u6570\u5b57\u306f\u524d\u56db\u534a\u671f\u6bd4\u3067\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u30de\u30c3\u30c8\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306fJ.P. Morgan\u306eDavid\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>David Karnovsky &#8212; J.P.\u30e2\u30eb\u30ac\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>MoPub\u306e\u7d71\u5408\u306b\u3064\u3044\u3066\u30011\u3064\u3060\u3051\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u3060\u65e9\u3044\u3068\u306f\u601d\u3044\u307e\u3059\u304c\u3001\u79fb\u884c\u3057\u305f\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u306b\u3064\u3044\u3066\u3002\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30a2\u30d7\u30ea\u5185\u5165\u672d\u306b\u79fb\u884c\u3055\u305b\u308b\u306e\u306b\u3001\u3069\u308c\u304f\u3089\u3044\u306e\u727d\u5f15\u529b\u304c\u3042\u308b\u304b\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u65b0\u3057\u3044\u95a2\u4fc2\u3092AppDiscovery\u306e\u88fd\u54c1\u307e\u305f\u306f\u63d0\u4f9b\u3059\u308b\u53d6\u5f15\u306b\u30af\u30ed\u30b9\u30bb\u30eb\u3059\u308b\u3053\u3068\u3092\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30d5\u30a9\u30ed\u30ae\uff08Adam Foroughi\uff09 &#8212; \u5171\u540c\u5275\u696d\u8005\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO\uff09\u3001\u4f1a\u9577<\/p>\n<p>MAX\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u81ea\u4f53\u306f\u3001\u30a2\u30d7\u30ea\u5165\u672d\u306e\u5e02\u5834\u3092\u958b\u62d3\u3059\u308b\u305f\u3081\u306b\u69cb\u7bc9\u3057\u305f\u3082\u306e\u3067\u3001Facebook\u3068\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306f\u3001\u5e02\u5834\u306b\u304a\u3044\u3066\u6700\u521d\u306e2\u5927\u5165\u672d\u696d\u8005\u3068\u306a\u308a\u307e\u3057\u305f\u3002MAX\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u81ea\u4f53\u3082\u3001\u30a2\u30d7\u30ea\u5165\u672d\u306e\u5e02\u5834\u3092\u62bc\u3057\u4e0a\u3052\u308b\u305f\u3081\u306b\u69cb\u7bc9\u3057\u305f\u3082\u306e\u3067\u3001Facebook\u3068\u306e\u63d0\u643a\u306f\u3001\u5e02\u5834\u306b\u304a\u3051\u308b\u6700\u521d\u306e2\u5927\u5165\u672d\u696d\u8005\u3067\u3057\u305f\u3002\u79c1\u305f\u3061\u304c\u898b\u3066\u304d\u305f\u306e\u306f\u3001\u53c2\u5165\u3057\u3066\u304d\u305f\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u306e\u597d\u8abf\u306a\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u3001\u7387\u76f4\u306b\u8a00\u3063\u3066\u898f\u6a21\u306e\u5927\u304d\u3055\u3067\u3059\u3002<\/p>\n<p>MAX\u306f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u306b\u591a\u304f\u306e\u6d41\u52d5\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3001\u3088\u308a\u5dee\u5225\u5316\u3055\u308c\u305f\u9700\u8981\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u7406\u7531\u304b\u3089\u3001MoPub\u4ee5\u524d\u306eMAX\u306f\u5f37\u529b\u306a\u8ecc\u9053\u306b\u4e57\u308a\u3001\u4eca\u5f8c\u3082\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3068\u3057\u3066\u671f\u5f85\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001David\u3002\u3067\u306f\u6b21\u306b\u3001\u30de\u30c3\u30b3\u30fc\u30ea\u30fc\u306e\u30c6\u30a3\u30e0\u30fb\u30ce\u30ec\u30f3\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Tim Nollen &#8212; \u30de\u30c3\u30b3\u30fc\u30ea\u30fc\u30b0\u30eb\u30fc\u30d7 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u5148\u307b\u3069\u304a\u8a71\u306b\u306a\u3063\u305f2\u5104\u30c9\u30eb\u3068\u3044\u3046\u6570\u5b57\u306f\u3001\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u30b3\u30b9\u30c8\u3060\u3068\u8003\u3048\u3066\u3044\u305f\u304b\u3089\u3067\u3059\u3002\u3082\u3057\u3053\u308c\u304c\u53cd\u5bfe\u58f2\u8cb7\u306e\u53ce\u76ca\u3067\u3042\u308b\u306a\u3089\u3001\u5ff5\u306e\u305f\u3081\u7533\u3057\u4e0a\u3052\u307e\u3059\u304c\u3001MoPub\u306e\u9867\u5ba2\u304b\u3089\u306e\u53ce\u76ca\u304cMAX\u306b\u79fb\u884c\u3055\u308c\u305f\u3060\u3051\u3067\u306f\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3057\u304b\u3057\u3001MAX\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u4ed6\u306e\u53ce\u76ca\u3082\u3042\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f4,000\u4e07\u30c9\u30eb\u30682\u51041,000\u4e07\u30c9\u30eb\u3068\u3044\u3046\u6570\u5b57\u306b\u3064\u3044\u3066\u3001\u79c1\u304c\u7406\u89e3\u3057\u3066\u3044\u308b\u304b\u3069\u3046\u304b\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>4,000\u4e07\u30c9\u30eb\u30682\u51041,000\u4e07\u30c9\u30eb\u306e\u9055\u3044\u306f\u4f55\u306a\u306e\u304b\u3001\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u305d\u308c\u306b\u95a2\u9023\u3057\u3066\u300190%\u306e\u9867\u5ba2\u304cMAX\u306b\u79fb\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u307b\u3068\u3093\u3069\u306e\u9867\u5ba2\u304cMAX\u306b\u79fb\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304b? \u3053\u306e\u5834\u5408\u3001\u6b8b\u308a\u306e10\u4eba\u306f\u3069\u3046\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30d8\u30e9\u30eb\u30c9\u30fb\u30c1\u30a7\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u306f\u3044\u3001\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u306f\u3044\u3002\u3059\u307f\u307e\u305b\u3093\u3001\u3061\u3087\u3063\u3068\u78ba\u8a8d\u306a\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>\u30bd\u30d5\u30c8\u30a6\u30a8\u30a2\u4e8b\u696d\u306e\u53ce\u76ca\u3067\u3059\u304c\u3001MoPub\u306e\u9867\u5ba2\u304b\u3089\u306e\u53ce\u76ca\u304c4,000\u4e07\u30c9\u30eb\u3067\u3057\u305f\u30022\u51041,000\u4e07\u30c9\u30eb\u3068\u3044\u3046\u306e\u306f\u3001MAX\u3067\u5728\u5eab\u3092\u79fb\u52d5\u3055\u305b\u308b\u305f\u3081\u306b\u30d9\u30f3\u30c0\u30fc\u3084\u51fa\u7248\u793e\u306b\u652f\u6255\u3063\u305f\u624b\u6570\u6599\u3067\u3059\u306d\uff1f\u3064\u307e\u308a\u3001\u3053\u308c\u3089\u306f\u5fc5\u305a\u3057\u3082\u5f53\u793e\u306e\u9867\u5ba2\u3067\u306f\u306a\u304f\u3001\u5f53\u793e\u304c\u5728\u5eab\u3092\u30de\u30cd\u30bf\u30a4\u30ba\u3067\u304d\u308b\u5834\u6240\u306b\u5728\u5eab\u3092\u7f6e\u304f\u305f\u3081\u306e\u30d9\u30f3\u30c0\u30fc\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u306e\u591a\u304f\u306f\u5f53\u793e\u306e\u9867\u5ba2\u3067\u3082\u3042\u308b\u305f\u3081\u3001\u4f1a\u8a08\u51e6\u7406\u3068\u3057\u3066\u306f\u3001\u5f53\u793e\u306b\u8ca2\u732e\u3059\u308b\u53ce\u76ca\u306b\u5bfe\u3057\u3066\u30b3\u30f3\u30c8\u30e9\u53ce\u76ca\u3092\u8a08\u4e0a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u73fe\u6642\u70b9\u3067\u306f2\u3064\u306e\u7570\u306a\u308b\u6570\u5b57\u30012\u3064\u306e\u7570\u306a\u308b\u96c6\u56e3\u304c\u5b58\u5728\u3057\u307e\u3059\u304c\u3001\u3053\u308c\u3089\u306e\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u304cAppDiscovery\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u9867\u5ba2\u306b\u306a\u3063\u3066\u304f\u308c\u308b\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u79fb\u884c\u306b\u95a2\u3057\u3066\u306f\u3001\u73fe\u5728\u300190%\u4ee5\u4e0a\u306e\u30d1\u30d6\u30ea\u30c3\u30b7\u30e3\u30fc\u304c\u5f53\u793e\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u4f7f\u3063\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u5b8c\u5168\u306b\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u3057\u3001\u30c7\u30de\u30f3\u30c9\u30b5\u30a4\u30c9\u304c\u305d\u308c\u306b\u8ffd\u3044\u3064\u304f\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u6b8b\u308a\u306e10%\u306f\u3001\u4ed6\u306e\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3084\u8ca0\u50b5\u3092\u62b1\u3048\u308b\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3082\u3044\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u304c\u671b\u3080\u4e3b\u8981\u306a\u30d9\u30f3\u30c0\u30fc\u306f\u3059\u3079\u3066\u3001\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u30d1\u30d6\u30ea\u30c3\u30b7\u30f3\u30b0\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>Tim Nollen &#8212; Macquarie Group &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u304b\u3002\u3067\u306f\u3001\u6709\u6a5f\u7684\u306a\u53ce\u76ca\u6210\u9577\u7387\u3092\u6c42\u3081\u308b\u3068\u3057\u305f\u3089\u3001835\u3060\u3063\u305f\u3067\u3057\u3087\u3046\u304b\u3001\u5408\u8a08\u304b\u308940\u3092\u5f15\u3044\u305f\u3082\u306e\u304c\u6709\u6a5f\u7684\u306a\u6210\u9577\u7387\u3068\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30d8\u30e9\u30eb\u30c9\u30fb\u30c1\u30a7\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u305d\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30c6\u30a3\u30e0\u3002\u6b21\u306fDavid Pang\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>David Pang &#8212; Stifel Financial Corp &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>Ryan Gee<\/p>\n<p>\u805e\u3053\u3048\u3066\u3044\u307e\u3059\u3088\u3001\u30c7\u30a4\u30d3\u30c3\u30c9\u3055\u3093\u3002<\/p>\n<p>\u30c7\u30a4\u30d3\u30c3\u30c9\u30fb\u30d1\u30f3 &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e3b\u8981\u306a\u7af6\u5408\u4ed6\u793e\u306e\u8ab2\u984c\u3092\u8003\u3048\u308b\u3068\u3001AXON\u304c\u540c\u3058\u3088\u3046\u306a\u8ab2\u984c\u306b\u76f4\u9762\u3057\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306b\u306f\u3069\u3046\u3059\u308c\u3070\u3088\u3044\u3067\u3057\u3087\u3046\u304b\u3002AXON\u304c\u540c\u69d8\u306e\u8ab2\u984c\u306b\u76f4\u9762\u3057\u306a\u3044\u3088\u3046\u306b\u3001\u307e\u305f\u300c\u826f\u3044\u30c7\u30fc\u30bf\u300d\u306b\u57fa\u3065\u3044\u3066\u5b66\u7fd2\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u3069\u306e\u3088\u3046\u306b\u4fdd\u8a3c\u3057\u3066\u3044\u307e\u3059\u304b\uff1f<\/p>\n<p>Adam Foroughi &#8212; \u5171\u540c\u5275\u696d\u8005\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u4f1a\u9577<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u6a5f\u68b0\u5b66\u7fd2\u306b\u306f\u3001\u660e\u3089\u304b\u306b\u6a5f\u4f1a\u3084\u611f\u5ea6\u304c\u3042\u308a\u3001\u672c\u5f53\u306b\u826f\u3044\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30c9\u304c\u5fc5\u8981\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u5468\u308a\u306e\u4eba\u304c\u3084\u3063\u3066\u3044\u308b\u3053\u3068\u3067\u306f\u306a\u304f\u3001\u79c1\u305f\u3061\u81ea\u8eab\u306e\u5b9f\u884c\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u3053\u3068\u306f\u3001\u30c7\u30fc\u30bf\u3092\u5165\u624b\u3057\u3001\u30e2\u30c7\u30eb\u3092\u4f5c\u6210\u3059\u308b\u305f\u3081\u306e\u904a\u3073\u5834\u3092\u624b\u306b\u5165\u308c\u3001\u975e\u5e38\u306b\u5145\u5b9f\u3057\u305f\u6a5f\u68b0\u5b66\u7fd2\u6280\u8853\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u6280\u8853\u7684\u306a\u80fd\u529b\u3068\u30a4\u30f3\u30d5\u30e9\u3092\u6709\u3057\u3066\u3044\u308b\u3068\u3001\u5e38\u306b\u611f\u3058\u3066\u3044\u308b\u3053\u3068\u3067\u3057\u305f\u3002<\/p>\n<p>\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u5b9f\u884c\u3057\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u3053\u3053\u6570\u56db\u534a\u671f\u306f\u3001\u5e02\u5834\u3092\u4e0a\u56de\u308b\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u81ea\u5206\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5b89\u5b9a\u3057\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3082\u6210\u9577\u3092\u7d9a\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u78ba\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u3067\u306f\u3001Franco Granda\u306b\u8a71\u3092\u4f3a\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Franco Granda &#8212; D.A. Davidson &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>Ryan Gee<\/p>\n<p>\u805e\u3053\u3048\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30b3\u30fb\u30b0\u30e9\u30f3\u30c0 &#8212; D.A.\u30c7\u30d3\u30c3\u30c9\u30bd\u30f3 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3067\u3059\u3002IDFA\u306814.5\u304c\u6bb5\u968e\u7684\u306b\u5ec3\u6b62\u3055\u308c\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u78ba\u7387\u7684\u5e30\u5c5e\u306f\u696d\u754c\u5168\u4f53\u3067\u307e\u3060\u975e\u5e38\u306b\u5e83\u304f\u666e\u53ca\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002\u305d\u3057\u3066\u3001[Inaudible]\u304c\u305d\u308c\u3089\u3092\u53d6\u308a\u7de0\u307e\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u3044\u3046\u5642\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u3057\u3066\u3001Google\u306e\u8a08\u753b\u306b\u4f3c\u305f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30ea\u30ec\u30fc\u3092\u4f7f\u3048\u3070\u3001Apple\u306f\u3053\u308c\u3092\u7121\u505c\u6b62\u3067\u884c\u3048\u308b\u3060\u308d\u3046\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3053\u3067\u30012\u3064\u306e\u8cea\u554f\u3092\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u307e\u305a\u3001\u975e\u6e96\u62e0\u306e\u30a2\u30c9\u30c6\u30af\u4e8b\u696d\u8005\u306b\u3068\u3063\u3066\u3001\u30d5\u30a3\u30f3\u30ac\u30fc\u30d7\u30ea\u30f3\u30c8\u304b\u3089\u79fb\u884c\u3059\u308b\u3053\u3068\u306f\u3069\u308c\u307b\u3069\u306e\u8ab2\u984c\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u6b21\u306b\u3001\u3053\u306e\u3088\u3046\u306a\u5909\u5316\u304c\u8d77\u3053\u3063\u305f\u5834\u5408\u3001AT&amp;T\u304c\u5236\u5b9a\u3055\u308c\u305f\u3068\u304d\u3068\u540c\u3058\u3088\u3046\u306b\u3001\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3059\u308b\u30c1\u30e3\u30f3\u30b9\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30d5\u30a9\u30ed\u30ae &#8212; \u5171\u540c\u5275\u696d\u8005\u3001\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u3001\u4f1a\u9577<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3053\u306e\u3088\u3046\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u5909\u66f4\u306f\u3001\u3053\u3053\u6570\u5e74\u3001GDP [Inaudible] IDFA\u306e\u6642\u3068\u6bd4\u3079\u3066\u3082\u7d99\u7d9a\u3057\u3066\u304a\u308a\u3001\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u3053\u308c\u306f\u6700\u5927\u306e\u3082\u306e\u3067\u3057\u305f\u3057\u3001\u73fe\u5728\u3001Apple\u304c\u5c06\u6765\u7684\u306b\u884c\u3046\u3053\u3068\u306b\u3064\u3044\u3066\u3082\u540c\u69d8\u3067\u3059\u3002\u5e02\u5834\u3067\u4f55\u304c\u5909\u308f\u308b\u304b\u3092\u6b63\u78ba\u306b\u4e88\u6e2c\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u78ba\u5b9f\u306a\u3053\u3068\u304c2\u3064\u3042\u308a\u307e\u3059\u3002\u3072\u3068\u3064\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30c7\u30d0\u30a4\u30b9\u3067\u30b2\u30fc\u30e0\u3092\u30d7\u30ec\u30a4\u3067\u304d\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u3082\u3046\u3072\u3068\u3064\u306f\u30017\u5104\u4eba\u4ee5\u4e0a\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u3092\u62b1\u3048\u308b\u5927\u898f\u6a21\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3001\u53ce\u76ca\u5316\u304c\u56f3\u3089\u308c\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u305d\u3057\u30663\u3064\u76ee\u306f\u3001\u5f53\u793e\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u30c1\u30fc\u30e0\u304c\u975e\u5e38\u306b\u6a5f\u654f\u3067\u3042\u308b\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u8fc5\u901f\u306b\u884c\u52d5\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u5e02\u5834\u306e\u5909\u5316\u304c\u8d77\u3053\u308b\u3068\u304d\u306f\u3001\u5e38\u306b\u52dd\u8005\u3068\u6557\u8005\u304c\u73fe\u308c\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u304c\u552f\u4e00\u306e\u5f62\u306a\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u3053\u306e10\u5e74\u3067\u6210\u529f\u3067\u304d\u305f\u306e\u306f\u3001\u8ab0\u3088\u308a\u3082\u65e9\u304f\u884c\u52d5\u3067\u304d\u305f\u304b\u3089\u3067\u3042\u308a\u3001\u305d\u308c\u304c\u79c1\u305f\u3061\u306e\u8a87\u308a\u3067\u3082\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u3088\u3046\u306a\u5909\u5316\u306f\u30d3\u30b8\u30cd\u30b9\u3092\u6df7\u4e71\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u5909\u5316\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3067\u306f\u6700\u5f8c\u306e\u8cea\u554f\u3092Oppenheimer\u306eMartin Yang\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30de\u30fc\u30c1\u30f3\u30fb\u30e4\u30f3 &#8212; \u30aa\u30c3\u30da\u30f3\u30cf\u30a4\u30de\u30fc\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u3001\u79c1\u306e\u58f0\u304c\u805e\u3053\u3048\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u805e\u3053\u3048\u3066\u3044\u307e\u3059\u3088\u3002\u3069\u3046\u305e\u3001\u30de\u30fc\u30c1\u30f3\u3002<\/p>\n<p>\u30de\u30fc\u30c6\u30a3\u30f3\u30fb\u30e4\u30f3 &#8212; \u30aa\u30c3\u30da\u30f3\u30cf\u30a4\u30de\u30fc\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7b2c1\u56db\u534a\u671f\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u53ce\u76ca\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001MoPub\u306b\u623b\u3063\u3066\u3082\u5b63\u7bc0\u7684\u306b\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u7d14\u5897\u6570\u3082\u304b\u306a\u308a\u7570\u5e38\u306b\u5897\u3048\u3066\u3044\u307e\u3059\u306d\u3002\u3053\u308c\u306f\u30b5\u30d7\u30e9\u30a4\u30ba\u3060\u3063\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30d8\u30e9\u30eb\u30c9\u30fb\u30c1\u30a7\u30f3 &#8212; \u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u6765\u5e74\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u767a\u8868\u3057\u305f\u3068\u304d\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d3\u30b8\u30cd\u30b9\u306f\u3061\u3087\u3046\u30694\u5e74\u524d\u306e10\u500d\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u306d\uff1f\u3053\u306e\u898f\u6a21\u306e\u30d3\u30b8\u30cd\u30b9\u3067\u306f\u3001\u7d14\u53ce\u76ca\u3092\u5831\u544a\u3057\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u304b\u308965%\u304b\u308970%\u306eEBITDA\u30de\u30fc\u30b8\u30f3\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u8a71\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u306b\u306f\u3001\u81ea\u5206\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u5927\u304d\u306a\u81ea\u4fe1\u3092\u6301\u3064\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u6210\u9577\u306e\u8ecc\u9053\u306e\u901f\u3055\u306b\u306f\u81ea\u5206\u305f\u3061\u3067\u3082\u9a5a\u3044\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u306e\u30d3\u30b8\u30cd\u30b9\u3092\u4eca\u5f8c\u3082\u6210\u9577\u3055\u305b\u308b\u305f\u3081\u306e\u5b9f\u884c\u529b\u306b\u306f\u9a5a\u3044\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>Martin Yang &#8212; Oppenheimer and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3082\u3063\u3068\u306f\u3063\u304d\u308a\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3068\u3082\u3001\u7b2c1\u56db\u534a\u671f\u306b\u7af6\u5408\u4ed6\u793e\u306e\u30d4\u30c3\u30af\u30a2\u30c3\u30d7\u88fd\u54c1\u306e\u6069\u6075\u3092\u53d7\u3051\u305f\u3068\u304a\u611f\u3058\u3067\u3059\u304b\uff1f<\/p>\n<p>Herald Chen &#8212; \u793e\u9577\u517c\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u5e02\u5834\u306e\u4ed5\u7d44\u307f\u306f\u3001\u30bc\u30ed\u30b5\u30e0\u306b\u3042\u308b\u308f\u3051\u3067\u3059\u3002\u3057\u304b\u3057\u4e00\u65b9\u3067\u3001\u3042\u308b\u7af6\u5408\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u4f4e\u4e0b\u3057\u305f\u5834\u5408\u3001\u5225\u306e\u7af6\u5408\u304c\u4e0a\u6607\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5e83\u544a\u4e3b\u304c\u671b\u3080\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u9054\u6210\u3059\u308b\u305f\u3081\u306b\u3001\u79c1\u305f\u3061\u306f\u4ed6\u306e\u5e83\u544a\u4e3b\u3068\u7af6\u3044\u5408\u3046\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30de\u30c3\u30c1\u30e1\u30a4\u30ad\u30f3\u30b0\u304c\u6b63\u78ba\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u8cfc\u5165\u3057\u3066\u3044\u308b\u4ed6\u306e\u5e83\u544a\u4e3b\u306b\u5bfe\u3057\u3066\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u5fc5\u8981\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3042\u308b\u5e83\u544a\u4e3b\u304b\u3089\u306e\u5f71\u97ff\u306f\u3001\u79c1\u305f\u3061\u306b\u3082\u5f71\u97ff\u3057\u307e\u3059\u3002\u3068\u306f\u3044\u3048\u3001\u9577\u671f\u7684\u306b\u306f\u3001MAX\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u5f37\u529b\u306a\u4ed5\u4e8b\u3092\u3057\u3001\u5e02\u5834\u306e\u3059\u3079\u3066\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3046\u307e\u304f\u6a5f\u80fd\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u3002\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u304c\u512a\u308c\u3066\u3044\u308c\u3070\u3044\u308b\u307b\u3069\u3001\u5e02\u5834\u306f\u62e1\u5927\u3057\u3001\u6210\u9577\u304c\u901f\u304f\u306a\u308a\u3001\u3088\u308a\u591a\u304f\u306e\u8996\u8074\u8005\u3092\u767a\u898b\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u6d88\u8cbb\u8005\u304c\u3088\u308a\u591a\u304f\u306e\u30b2\u30fc\u30e0\u3092\u30d7\u30ec\u30a4\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u305d\u308c\u304c\u5f53\u793e\u3068\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306b\u3001MAX\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u306f\u591a\u304f\u306e\u9b45\u529b\u304c\u3042\u308a\u3001\u79c1\u305f\u3061\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6210\u529f\u306f\u3001\u696d\u754c\u5168\u4f53\u306eTAM\u306e\u5897\u52a0\u306b\u3064\u306a\u304c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30e9\u30a4\u30a2\u30f3\u30fb\u30b8\u30fc<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u3001\u3053\u308c\u4ee5\u4e0a\u8cea\u554f\u304c\u306a\u3044\u3088\u3046\u3067\u3057\u305f\u3089\u3001\u7686\u3055\u3093\u306b\u8cea\u554f\u3092\u8fd4\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u6700\u5f8c\u306b\u4f55\u304b\u4e00\u8a00\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30c0\u30e0\u30fb\u30d5\u30a9\u30ed\u30ae &#8212; 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<\/p>\n","protected":false},"author":1,"featured_media":749,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[370,371,76,105,83],"class_list":{"0":"post-1577","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-app","9":"tag-applovin","10":"tag-76","11":"tag-105","12":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010\u7ffb\u8a33\u3011AppLovin Corporation (NASDAQ:APP)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=1577\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u3010\u7ffb\u8a33\u3011AppLovin Corporation (NASDAQ:APP)2022\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; 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