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Hey Adam,

Happy Friday 😎 

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

Mobile Signal
Carnival Corp (CCL) is scheduled to report earnings on 3/27. Downloads of its flagship mobile app are up 97% YoY and 4% QoQ.
App Acquisition
Bitget has acquired BitKeep, a crypto wallet most popular in Indonesia. The app has been installed 712k times since launch in September 2018.
insta india@2x
Reeling them in

India banned more than 250 Chinese apps in 2020, including TikTok. As you can see on the left side of the chart, downloads of many apps immediately skyrocketed after the ban, but competition slowly dwindled. Once Instagram launched Reels, it grew to have the most market share, directly impacting Josh's (a local Indian short-form video app) market share. Click here to learn more.

bumble caught tinder@2x
A sweet moment

For the first time ever, Bumble had more U.S. downloads in a month than Tinder. This bump came around Valentine's Day and was likely from the news that Pamela Anderson had joined the app in an effort to help survivors of domestic abuse. Bumble had been closing the gap for months and this pushed it over the edge. While Tinder is on pace to beat out Bumble in March once again, the current margin is only 5% with one week left to go in the month.

Insights & Updates
What India's ban of TikTok could tell us about the U.S. social media market
A look at what happened when India banned TikTok in 2020, as well as what social media apps U.S. TikTok users are currently using, to determine what the fallout might be in the industry should the United States actually ban the app.
Group 4
Get the data that Google, Facebook,
Naspers, and Unity use every day.
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Adam Blacker
VP, Insights