Today marks a major milestone for our company as we’ve acquired marketing intelligence platform data.ai, formerly known as App Annie. The addition of data.ai’s product, input data, and team significantly advances Sensor Tower as a leader in measuring the global digital economy.
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Duolingo, the world’s most popular language-learning app by downloads, has cemented itself as a leader in the EdTech space. Known for its gamified learning experience and viral marketing campaigns, Duolingo has successfully tapped into a global audience of over 70mn mobile MAUs. Despite this vast user base, a recent surge in downloads demonstrates Duolingo’s ability to continue driving user acquisition, even in mature markets, thanks to growing brand awareness, driven by a combination of organic marketing and a strategic approach to advertising.
Black Friday remains a cornerstone event in the UK retail calendar. However, advertiser investments in this year’s holiday campaigns varied significantly across categories, shaped by the growing prevalence of year-round discounts, macroeconomic pressures, and weak consumer confidence. While video-first platforms featured prominently in advertisers’ strategies, overall engagement with retailers declined across both apps and websites. Only budget-focused players, including Aliexpress, Temu, and Shein, delivered notable performance gains.
Uber Eats delivered laughs with a tongue-in-cheek campaign that framed football as an elaborate conspiracy to sell more food. Peek into their campaign playbook to learn which restaurants scored big with special game-day deals.
Though in-person traction on Black Friday continues to slip, online purchases, particularly on mobile, broke new records in 2024, with the medium accounting for 69% of global Black Friday purchases. Though total US ad spend decreased across the shopping category in the months leading up to Thanksgiving, US ad spend surrounding holiday-specific advertising increased by 4% YoY, likely driving increases in desktop DAUs and conversions on Black Friday
Black Weekend remains a key selling period for US retailers, though its importance is waning, as holiday deals and promotions are increasingly pulled forward into October. In 2024, mobile app results were weak across the US retail cohort for Thanksgiving, Black Friday and Cyber Monday. Value players, such as Walmart and the wholesale warehouses (e.g. Costco) are seeing gains, as consumers look to stretch their discretionary income.
Amanotes Head of Marketing shares how the company has grown to become the top global Music Game publisher
Though Coinbase reported lackluster revenue performance during its 3Q24 earnings report, the app has seen a fury of new activity post-election, as global DAUs and downloads have skyrocketed, up 45% and 290% MoM in Nov’24. As the price of bitcoin soared past $100k, Coinbase and Crypto.com saw commensurate DAU and download growth.
Interest in AI language model apps has surged over the past year. ChatGPT – the world’s most downloaded AI chatbot – has boosted revenue with its GPT-4 model, consolidating its dominance in the US market. However, competitors are gaining ground in emerging markets, with Google Gemini now holding over 50% of India's download market share, while smaller AI chatbots are scaling rapidly across Latin America.
High interest rates and macroeconomic uncertainties have continued to impact the home improvement sector, leading to increased engagement and download growth for Lowe’s app as it strategically targets value oriented customers while Home Depot sees lackluster MAU growth, declining downloads and engagement.
Honor of Kings retained its position as the top revenue-generating mobile game globally in November 2024, while Pokémon TCG Pocket claimed the top spot in the global revenue growth rankings and emerged as the second-highest-grossing mobile game worldwide. Royal Match followed closely in third place. Rounding out the top five by revenue are MONOPOLY GO!, and Last War: Survival respectively.
Sensor Tower’s powerful Usage Intelligence product models mobile app retention