prime time

Business

Mobile Signal

McDonald's (MCD) is scheduled to report earnings on 10/27. Downloads of its suite of mobile apps are up 5.5% YoY and 22% QoQ. Dive deeper into MCD with a free trial of our Bloomberg Terminal App.

App Acquisition

Kanye West will be acquiring Parler, a "viewpoint-neutral social media [app] dedicated to freedom of expression, civil discourse, and user privacy." The app has 11.72 million lifetime installs.

Musings

Bad games, good downloads

Outside of last night, Amazon can't be thrilled with the games it's been able to broadcast on Thursday Night Football. Still, the NFL is such a draw that it can be thrilled with the number of new mobile app users its acquiring (September was the app's most downloaded month ever) due to its exclusive deal through Amazon Prime Video. The first three Thursdays of the season, the app hit #1 in the iOS App Store. On the fourth Thursday it hit #2 and on the fifth it hit #3. While not shown here, it did hit #2 again last night. Amazon Prime Video does not normally rank this high - it last ranked #2 in March 2021, and to my knowledge has never ranked #1 before its first Thursday Night Football game this season.

Land grab

Atlas Earth is the second highest grossing Google Play app in the Finance category over the past 30 days, behind Intuit's QuickBooks. The app is making more money on Google Play than iOS which is not the norm. 900 square feet of land costs $5 and users can "earn rent" on their properties by watching ads. Given real estate investing is hot and the metaverse is a thing people are forced to talk about, I think we're going to see a few more virtual real estate platforms pop up. My advice to Atlas Earth? Put these transactions on the blockchain and write "web3" in your app description so you can get millions in funding and inevitably open up the platform up to creators.

Insights & Updates

Q2 Earnings Review: Mobile signals that outsmarted consensus

In Q2, Apptopia's mobile data identified leading indicators and trend shifts in tickers weeks ahead of consensus for a number of stocks, as mobile performance correlates with company key performance indicators.

Cash App, SHEIN, McDonalds drive mobile performance and brand growth: BRAG Index II

In the latest iteration of the Brand Relative App Growth report created with Digital Turbine, the BRAG Index II pulls apart brand strength and mobile performance to determine which apps have serious staying power.