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This week at Apptopia
Hey there,
Happy Friday 😎
If you missed last week's action packed newsletter, you can check it out here.
Business
Mobile Signal
DocuSign (DOCU) is scheduled to report earnings on 9/2. User sessions of its mobile app are up 62% YoY and 16.3% QoQ. Dive deeper into DOCU with a free trial of our Bloomberg Terminal app.
App Acquisitions
Adobe will be acquiring Frame.io, a software company specializing in easy video editing, for $1.3 billion. Its mobile app has been downloaded 700k times since launch in June 2016.
Headspace will be merging with Ginger, a mental healthcare provider, to form Headspace Health.
MUSINGS
Just play better
This headline makes me think of that (famous?) scene from Brink. Spoiler alert, he went on to win the tournament.
The below chart does not immediately make sense upon viewing it, which means it's a bad chart. But it's a summer Friday and I'm getting into the football spirit, so please, walk with me down this data road.
I took the AFC conference teams from the NFL (there are 16, which is half of the league) and ranked them by win total for the 2020 and 2019 seasons. The tie breaker went to the team with more points scored. I then took the total number of user sessions over the duration of the NFL season for each team's official mobile app and ranked them in order. The numbers in the chart you are seeing below are how far off their NFL performance ranking is from their mobile app ranking. The higher the number, the weaker the correlation in performance. For the 2020 season, the average delta between the rankings was 2 (wow) and 3.1 for the 2019 season. In 2020, the Patriots had the greatest gap because they had been so good for so long but their best player left the team and so there is a natural lag in engagement. People still had hope... how wrong they were. Also in 2020, four teams were ranked exactly the same (charted as zeroes below) in their play on the field as their engagement on mobile, and four were only ranked 1 spot differently. Is on the field performance indicative of mobile app engagement? It looks like the answer is yes to a certain extent but further analysis, such as including the NFC teams and going back a few more years, would give us a more concrete answer.
Travel industry hits a hiccup
I think this one is pretty self explanatory if you've been watching the news. Travel had been growing quite nicely year-to-date up until very late in June. People have been taking the spread of the Delta variant more seriously, which as we can see below, has stalled the growth trend for top airlines and online travel agencies. While the below data is from the US, we are seeing a similar trend globally, but with slightly less of a downturn.
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We sit down with Harold Teo, Producer of Sea Group's flagship game, Free Fire. In addition to some good local food talk at the end, Teo explains how his team makes the game so accessible to a geographically diverse player base and the level of community engagement that goes on behind the scenes.
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
