Vi e w p o i n t | CITI'S TAKE Through July 17 (Week 29), Store Leads suggests AppLovin has 10,609 eCommerce clients, a 1.3% increase from last week. US store count reached 4,996, a 1.0% increase over last week. While store losses in Hong Kong continue, the pace has moderated over the last two weeks. eCommerce Store Count — As of July 17, Store Leads suggests AppLovin Ads has 10,609 customers, a ~1.3% increase from last week. In 2Q26, we expect an average store count of ~9.6K, suggesting a deceleration in a ...