f*** your firewall

Business

Mobile Signal

Asana (ASAN) is scheduled to report earnings on 8/31. Downloads of the mobile app are up 11.5% YoY and 3.3% QoQ. Dive deeper into ASAN with a free trial of our Bloomberg Terminal App.

App Acquisition

Nazara Technologies has acquired Wildworks, a mobile games publisher. Wildworks' nine games were installed a total of 20 million times over the past 365 days.

Musings

School's here, don't care

School firewalls block access to certain websites and apps. They're meant to keep students focused and to keep teachers from unknowingly going viral in a TikTok video. However, this Monday we saw students install VPN apps to get around the firewalls. This is what happens when you refuse to miss your BeReal moment.

Meh

Walmart recently announced its subscription members will be able to access Paramount+ for free starting in September. Downloads did follow but not as much as I would have expected. Maybe Paramount+ is not compelling enough, its customers were not communicated with well enough, or there are not a ton of Walmart+ members. It is possible that we start to see installs pick up as the month carries on but right now previous content launches have done more for the app's user acquisition efforts.

Insights & Updates

Amazon sets new record for monthly downloads in August, thanks to back to school shoppers

Amazon just had its best month of U.S. downloads on record, bringing in 5.5 million downloads this August. The 65% year-over-year (YoY) growth for the month is also its highest YoY growth rate for any given month in the last seven years.

For Beauty, D2C Apparel apps, mobile engagement is already past holiday shopping highs

Beauty Retail and Direct-to-Consumer (D2C) Apparel apps are driving more DAUs in the last 30 days than during the peak of 2021 holiday shopping. Daily users engaging with D2C Apparel apps have increased 5% from December 2021, and 2% for Beauty Retail apps.