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Hey Adam,

Happy Friday 😎 

 

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

Business
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Mobile Signal
 
Teladoc (TDOC) is scheduled to report earnings on 7/27. User Sessions of its mobile app are down 6.4% YoY but up 7.1% QoQ. Dive deeper into ALK with a free trial of our Bloomberg Terminal App.
 
 
 
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App Acquisition
 
Branch has acquired Nova Launcher, an Android launcher which is essentially a way to organize and interact with your phone's home screen. The app has been installed about 83 million times since launch in December 2013.
Musings
Hotel MAU Dominance@2x (1)
 
Catch them if you can
You never used to use an app for a hotel, or anything for that matter. Brands promote mobile app usage because it provides rich data on their customers habits and preferences, enabling them to better retain them and attract new ones. We're estimating that Marriott, Hilton and Hyatt all have more users than prior to the pandemic (compared June 2019 with June 2022). IHG has less and Wyndham is just slightly above. I've never installed a hotel's app but I've never been targeted and enticed to. I bet I'd find its features (points wallet, hotel map, things to do, etc.) and functions (restaurant reservations, keyless entry, etc.) helpful but until I download and experience, I don't feel it is necessary. We know from our travel report that partnerships tend to juice download numbers and entice usage. If I'm working at IHG or Wyndham, I'd want to explore a co-branded credit card with the right partner who has mobile savvy before my competitors learn more about our customers than I do.
 
 
 
snap fb iap@2x
 
Grubhub pops then drops

Snapchat launched a $3.99 monthly subscription service for its power users, naming it Snapchat+ because originality is either dead or unappreciated by Snapchat's audience. Snapchat+ offers product upgrades whereas Facebook's IAP revenue stems from its users supporting creators with "stars" (similar to TikTok's coins). Snapchat quickly shot above the very consistent revenue of Facebook but it was only for a short while and now has a negative trend less than a month after launch. It remains to be seen what level the revenue will settle in at. 

Insights & Updates
Discord surpasses 500M downloads, as engagement doubles Twitch, TikTok
 
Discord just surpassed 500M lifetime downloads and $100M in-app purchase (IAP) revenue. Originally started in 2015 as a VoIP and instant messaging social platform for the gaming community, today it serves a wide spectrum of interest groups, connecting them in servers to chat via text, video, or audio.
 
 
 
Top 10 Entertainment Apps for H1 2022 by Downloads
 
Tubi is the only app on the U.S. top chart to not offer a paid tier of service. Tubi, owned by Fox, generates revenue via advertising during its shows or when users switch channels.
 
 
 
Top QSR apps in the U.S. for June 2022 by Downloads
 
The top 10 quick-service restaurant apps in the U.S. were downloaded 10.4 million times in June, 3.7 percent less than those the month prior. Year-over-year in the month of June, downloads of the top 36 quick-service apps are up 35 percent.
Group 4
Get the data that Google, Facebook,
Naspers, and Unity use every day.
 
Learn More
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Adam Blacker
VP, Insights
 
ablacker@apptopia.com
@AdamBlacker25