Affle Ltd. vs InMobi
Affle holds the slightly stronger position because its pressure comes from industry-wide tools rather than a single fast-moving rival, while InMobi faces AppLovin taking share directly in its exchange business.
Affle Ltd.
Mobile ad-tech platform charging brands per converted user across emerging markets
InMobi
Indian mobile ad-tech and marketing platform running an ad exchange plus Glance lock-screen app
Dimension by dimension
| Dimension | Affle Ltd. | InMobi |
|---|---|---|
| Staying power of the core product | Affle runs app ads through OEM deals and its Appnext network, with FY26 revenue up 20.3% year over year to Rs724.4 crore in Q4. | InMobi runs an ad exchange plus the Glance lock-screen app, with FY23 group revenue between $268M and $281M and net profit near $41M-$42M. |
| Exposure to AI | AI absorbs part of Affle's targeting work, but the effect is described as partial. | AI also absorbs part of InMobi's targeting and mediation layer, again only partly. |
| How easily a giant copies them | A giant could possibly copy Affle's model, but this is not marked as likely. | A giant copying InMobi's model is marked as likely, a stronger warning sign. |
| Pressure from rivals | No named rival is confirmed taking Affle's customers; pressure comes from broad industry tools like DoubleVerify and IAB standards commoditizing its targeting layer. | AppLovin has shipped a vertically integrated ad model and is directly taking share from InMobi's exchange and DSP business, with Google AdMob and Meta Audience Network adding further squeeze. |
| Financial footing | Affle carries a market capitalization near Rs20,300-20,600 crore (about $2.4B) with FY26 converted users at 45.6 crore. | InMobi's FY23 figures show revenue of $268M-$281M and net profit of $41M-$42M, with Glance contributing $38.7M in revenue. |
| Overall standing | Affle faces industry-wide commoditization pressure from tools like DoubleVerify and IAB standards rather than a single dominant rival, assessed July 2026. | InMobi faces heavier direct pressure than Affle, with AppLovin actively taking share in its exchange and DSP business alongside Google AdMob and Meta Audience Network, assessed July 2026. |
Questions people ask
- Affle vs InMobi, which is more exposed to AI replacing its product?
- Both are only partly exposed. AI is absorbing part of the targeting work at Affle and part of the mediation and targeting layer at InMobi, but neither company's core function is fully replaced yet.
- Which company faces tougher competition, Affle or InMobi?
- InMobi faces tougher competition because AppLovin has shipped a vertically integrated ad model that is directly taking share from InMobi's exchange business, with Google AdMob and Meta Audience Network adding more pressure. Affle's pressure comes mostly from industry-wide tools rather than one named rival.
- Could a big tech company copy Affle or InMobi easily?
- It is marked as likely that a giant could copy InMobi's model, while for Affle it is only marked as possible. This makes InMobi somewhat more exposed on this point.
- Is Affle or InMobi in better financial shape?
- Affle shows a market capitalization near $2.4B with revenue growth of 20.3% year over year in its most recent quarter. InMobi's most recent public figures are from FY23, showing revenue of $268M-$281M and net profit of $41M-$42M, so a direct up to date comparison is not possible from the numbers given.
- Which company has a stronger position overall, Affle or InMobi?
- Affle holds the slightly stronger position. Its pressure comes from broad industry tools rather than one aggressive rival, while InMobi is losing exchange business to AppLovin and carries a higher risk that a giant could copy its model.
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