Unity announced a month or so ago that they were going to merge with "IronSource" -- a company famous for shoveling malware that was blocked even by Microsoft's Defender software.
This AppLovin offer is almost a step up from that.
Check out the AppLovin financials[1]. Even if you've never heard of them, they have strong revenue growth, line of sight to high profitability, and a diversified revenue stream. Their revenue in 2022 projects to be triple that of Unity.
They are one of the most prevalent players in the space. Dismissing them kinda shows a lack of knowledge in the app/ad nexus, which is pretty relevant. Involved in promoting, publishing and monetizing games.
I am not sure how the continuation of micro monetization in mobile apps shows a large economic peril for the industry. Gamers have been voting with their wallets for stuff like this since 2011.
It's the largest player in the mobile ad space behind Google. Not a household name perhaps, but a name well known to engineer and biz dev alike, within the mobile space.
I'm using it for 'dire', 'desperate' more than 'perilous', though when your ad agency makes more from your products than you do, you could also say the economic structure is in peril.
This AppLovin offer is almost a step up from that.