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Hey Adam,

Happy Friday 😎

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

Yes, the mobile podcast you forgot about is back! And unlike McDonald's Szechuan sauce, it's not for a limited time... that we plan on, stuff happens.

This week I'm sitting down with Makoto Rheault-Kihara, Head of UA at Hopper. Makoto shares why social is such a strong acquisition channel for the company compared with its competitors. We also talk about the impact Apple's ATT policies have had on his efforts, and how he's viewing the opportunity of more ad placements within the App Store. Does learning from the best bore you? Then fast forward to 24:00 to see if I can stump Makoto in a game of Two Apps and a Lie. And Edris Elba, if you're reading this, be expecting a call...

Business

Mobile Signal

JPMorgan Chase (JPM) is scheduled to report earnings in October. New installs of its mobile apps are up 1% YoY but down 43% QoQ. Dive deeper into JPM with a free trial of our Bloomberg Terminal App.

App Acquisition

Headspace has acquired Shine, a mental health and wellness app dedicated to providing an inclusive mental health experience for the BIPOC community. The app has been installed 2.62 million times since launch in December 2017.

App Acquisition

Zynga has acquired Storemaven, an app store optimization company. Terms of the deal were not disclosed.

App Acquisition

Branch has acquired AdLibertas, a data platform that helps developers gather and analyze their first-party data in one place. Terms of the deal were not disclosed.

Musings

Logging out?

The impetus for gathering this data was a CNBC article which argued the Facebook Login button is "disappearing" due to privacy concerns. In viewing this data, we don't see a recent trend but we did notice a break in the trend between installs and uninstalls of the Facebook Login SDK in January 2021. Before this, they moved together and now they are still somewhat moving together, but the ratio has broken. I looked into a number of privacy changes and even the timing of Sign in with Apple, but none of these items seemed to line up with this chart. I need to mention, even with installs falling, the number of apps with the Facebook Login SDK installed continues to grow steadily each month. If you have any ideas, feel free to tweet me @adamblacker25.

It's been real

BeReal was ranked either #1 or #2 Overall in the iOS App Store for 64 consecutive days. It was the most installed non-gaming iOS app in the month of August, just ahead of Instagram. However, the launch of iOS 16 brought lock screen customization and it is what the people want. BeReal was moved to the #3 spot, making room for Amazon Prime Video and Top Widgets. Prime Video snuck in there because of an exclusive deal to stream Thursday Night Football. You can see the 650% increase in daily downloads from the top 5 iOS widget apps in the chart above.

Insights & Updates

Apple's ATT is driving IAP price increases

The average price of an in-app purchase (IAP) in the U.S. on the iOS App Store has increased 40% year-over-year (YoY) in the month of July. That number is 9% on the Google Play store.

Q2 Earnings Review: Mobile signals that outsmarted consensus

This Q2 earnings review breaks down what we saw in Uber (UBER) and Duolingo (DUOL) that Wall Street did not, and a consideration for evaluating Six Flags Entertainment (SIX).

BRAG Index II

Apptopia again teamed up with Digital Turbine, the leading independent mobile growth platform, to rank the brand power of top apps across categories in The BRAG Index II. Find out which apps have used their brand to build a moat from the competition.