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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
Sea Limited (SE) is scheduled to report earnings on 2/28. IAP Revenue of its mobile games is up 39% YoY and 7% QoQ. Dive deeper into SE with a free trial of our Bloomberg Terminal app.
App Acquisitions
Wego Group has acquired Cleartrip, an online travel agency popular in India. The app started struggling to acquire new users as far back as early 2016.
MUSINGS
Have you downloaded a Netflix mobile game?
There's no legend on this chart indicating which line is which of Netflix's games because that's not the point here. As you've likely heard, Netflix has been launching a wide range of mobile games for free, with the goal of increasing customer retention, especially as it hikes prices. Anyone can download a game but will not be able to play it without authenticating with their Netflix login first. There can be multiple Netflix app users per every subscriber (family of four is four app users but only one subscriber), but if we pretend that every app download of one of these games is an entire subscriber, that means that only 5% of Netflix's global subscribers have downloaded at least one of these games. It's not a great start but Netflix is a company with deep pockets and I expect better things to come.
I like to break a fiscal sweat as well
People are trying to get their shit together in 2022, and it could partially be due to TikTok. In the data below, we're looking at apps like Mint, Truebill and EveryDollar. These apps help people organize and manage their personal finances, and they've hit an all-time high for monthly active users this month in the US. I think the combination of the r/wallstreetbets storyline last year, the rise of crypto in popular culture, and "finfluencers" on social media, has created more interest and more savvy in the personal finance space.
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The one-two punch of the Super Bowl and the Olympics has enabled the app to reach a new record for daily downloads (339.4k on 2/16/22) and IAP revenue ($335.3k on 2/16/22).
Everyone talks about data. But data, without intelligence, is just a bunch of numbers. Even worse, it’s the wrong numbers. Or the right numbers, but at the wrong time, with less-than-useful conjecture.
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
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