AppLovin | Credit Presentation Deck | 19 slides

AppLovin · 2021-10
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
front_matter
04
Includes a bar chart showing historical revenue and EBITDA growth with 2021 guidance.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
05
summarize
Open slide detailBeat · ProblemLoop · Golden Circle
06
Includes financial metrics for AppLovin for 2Q21.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
07
The slide includes a specific definition for 'SPECs' (Software Platform Enterprise Clients) in the footer.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
08
The slide outlines the product ecosystem: AppDiscovery, MAX, SparkLabs, and Adjust.present_solution
Open slide detailLoop · Golden Circle
09
Includes a logo grid of various game studios.summarize
Open slide detailLoop · Golden Circle
10
The slide uses a structured table format to categorize key deal information.summarize
Open slide detailLoop · Golden Circle
11
summarize
Open slide detailLoop · Golden Circle
12
establish_context
Open slide detailBeat · TeamLoop · Golden Circle
13
The slide presents a credit profile analysis including leverage ratios for both Term Loan/Revolver and Total Debt.analyze_data
14
Includes a footnote explaining the cash adjustment calculation.analyze_data
15
summarize
17
plan_implementation
18
transition
19
Includes specific adjustments for debt compliance, deferred revenue, and pro forma M&A impacts.analyze_data