Hey Pier Luca,

Happy Friday 😎

 

Inspiration for the data you see in our newsletter comes from funny places, like this article.

 

If you missed last week's action packed newsletter, you can check it out here.

 

Business

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Mobile Signal

nke-2

 

Nike (NKE) is scheduled to report earnings on 6/24. Sessions of Nike's portfolio of mobile apps are up 28% YoY and are flat QoQ. 

App Acquisitions

paint

 

 

 

 

 

Shopify has acquired Primer, a home design app that uses augmented reality. The app has been downloaded more than 110k times since launch in September 2019. And if you have tips for putting up your own backsplash, let me know.

 

dayone

 

 

 

 

 

Automattic has acquired Day One, a private journaling app. The app has generated $703k via in-app purchase revenue over the past 365 days.

 

MUSINGS

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Down goes brown

As a hockey fan, I couldn't resist the title which was inspired by a famous call for a hockey fight in 1992. But this is more about a move USPS made rather than anything UPS or FedEx are doing poorly. While I'd like to think the increase in action is from these hideous US postal service themed shoes from Nike, it's not. USPS announced in April that it would be shutting down its separate Informed Delivery app but that the service would continue through its main app. Many people did not even realize Informed Delivery existed and so the influx of active users is not purely from people making the switch. And for all the heat the USPS gets in the news, it has been consistently receiving a higher percentage of positive app reviews than UPS and FedEx over the past 365 days.

 

You may have noticed this image is a little different than our normal ones. This is because I ripped it right from our web tool which now has a lot more functionality built into its Market Explorer, such as charting market shares.

 

usps


 

Match Group's door to growth rests on its hinges

Yes, I did stretch before that reach. Match Group's two newest apps, Hinge and BLK, are also the company's fastest growing apps in terms of in-app purchase revenue. Hinge really kicked its revenue generation up a notch in June 2020 as it launched live video chats in the thick of the pandemic, and since then, it's been on a tear. BLK markets itself as a dating app for black singles and has been incredibly consistent in growing its revenue since it started monetizing in January 2019. In general, the below chart speaks to people's continued and increasing willingness to pay to find that special someone or to have some form of companionship.

 

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match grossing@2x (1)

 

 

INSIGHTS & updates

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What is the creator economy? A discussion with Kaya Yurieff

"The creator economy" is a phrase you're likely seeing a lot lately, but what exactly is it? Kaya Yurieff, a reporter for The Information who pens a newsletter on this very subject, came on the show to explain what the creator economy is, how these creators are making money, the battle for talent that major platforms like TikTok and YouTube are engaged and more. To cap off the show, we get Kaya's take on a few fast growing platforms in an under the radar pocket of the creator economy that Apptopia's data picked up on.

 

McDonald's most successful app promotion is not a celebrity meal

In terms of new user acquisition, the BTS Meal surprisingly falls behind the J Balvin meal, and slightly ahead of the Travis Scott meal, in its first week available on the menu.

 

xcvcxvcxv

 

 

 

Adam and Madeline discuss the latest news in tech and mobile followed up with a little earnings preview for Netflix and Peloton. This episode has its first ever guest in Chris Radtke of Braze. He discusses their latest guide on reaching your customers in the moments that matter. After that the crew reviews the latest Apptopia insight on Facebook Games and more, followed by our own game of In or Out. Here's the rundown:

Introduction
[2:08] Mobile News Review
[10:43] I know what you did last quarter
[15:38] Discussion w/Chris Radtke of Braze
[41:27] This week on Apptopia
[46:51] In or Out

 

TiDBits

apptopia.com  

 

Adam Blacker

VP, Insights

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Blacker

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