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Business
Mobile Signal
Alaska Airlines (ALK) is scheduled to report earnings on 7/21. Downloads of its mobile app are up 103% YoY and 86% QoQ. Dive deeper into ALK with a free trial of our Bloomberg Terminal App.
App Acquisition
Zomato has acquired Blinkit, an ultrafast delivery startup out of India, for $568 million. The app has been installed 40 million times since launch in December 2014.
App Acquisition
Match Group has acquired The League, an exclusive/members only dating app. The app has generated about $5 million via IAP revenue since launch in July 2014.
Major League Baseball has two mobile apps that are both hitting new highs in terms of daily active users, but it's not necessarily because people are more interested in baseball. The ballpark app is used for gameday experience. It has a map of the park, offers, rewards, parking info, scores across the league and more. More importantly, it appears to get any non-physical ticket, the MLB Ballpark app is now required to accept and store the ticket for scanning. Making an app required is certainly one way to boost mobile adoption. The MLB app is used for the league's MLB.TV streaming video package. Usage is up and broke out of its pattern but its IAP revenue trend is still the same as always. This is likely due to T-Mobile providing a free subscription for the 2022 season to its customers. The MLB certainly hopes these users stick around and become paying customers next year.
After Amazon Prime members learned they could get free delivery with Grubhub, they did. Sessions have started to fall already, but will they settle in at a new high? Taco Bell's users did once they subscribed to their Taco Lovers Box, but they had put money down whereas Grubhub's offering is free. The offering is also only good for a year and not an unlimited part of Amazon Prime's offering.
For the first time, gas savings and flight tracking apps appear in the 10 Most Downloaded Travel Apps, a sign of the times during this first half of 2022.
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