Hey there,

Happy Friday 😎

 

Make sure to grab a copy of our latest retail report, and when you're getting kudos in the next team meeting for being so smart, just remember who gave you the goods.

 

Screenshot at Jan 27 14-18-03

 

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

 

 

 

Business

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Mobile Signal

laz

 

Alibaba (BABA) is scheduled to report earnings on 1/31. User sessions of its portfolio of mobile apps is up 2% YoY and down 0.2% QoQ. Dive deeper into BABA with a free trial of our Bloomberg Terminal app.

App Acquisitions

one

 

 

 

 

 

Walmart (essentially) will acquire One Financial, a mobile first banking service company. The app has been downloaded about 390k times since launch in March 2020.

wfront

 

 

 

 

 

UBS is acquiring Wealthfront, a robo-advisor investment company. The app has been downloaded about 1.6 million times since launch in 2014.

 

MUSINGS

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No sharing in this market

Similar to health & fitness apps, language learning apps typically get a strong bump upon entering a new year. This morning I was looking for something to put in this section when I opened up my market for top language learning apps and saw it was having its best January ever. But drilling down, I realized this wasn't true. Once I charted each player against each other, I quickly realized this was almost solely being supported by Duolingo. In fact, only two other language learning apps (Speakly and Beelinguapp) grew year-over-year in the month of January. 

 

Duo dominant@2x (1)


 

Where is the love?

Another interesting trend is the downfall of wedding apps in the United States. The wedding apps we're looking at are planning and guest information apps like Zola and The Knot. Look, obviously the pandemic had a massive impact on weddings but they didn't bounce back in the summer like other event apps did (Ticketmaster) and they were already trending downward before 90% of the population even knew what a coronavirus was. I'm not complaining though, while weddings can be fun in the right scenario, they can also be awful drains of time, money and energy.

 

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wedding apps@2x

 

 

INSIGHTS & updates

apptopia.com  

Netflix's mobile games haven't quite taken off

Netflix's 13 mobile games have been installed more than eight million times since they launched on November 3, 2021. Not all 13 games were released simultaneously, but five did go live on day one.

 

Why Interoperability Is A Must-Have

The digital media ecosystem is fragmented — but it doesn’t have to be. In fact, it shouldn’t be. Interoperability is a must-have.

 

Questions you should be asking to future-proof your investment strategy

Last week, Apptopia's CEO sat down with Neudata, ZwillGen, and Lone Pine Capital to discuss the state of the alternative data industry, and insights for the year moving forward.

 

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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

 

TiDBits

apptopia.com  

 

Adam Blacker

VP, Insights

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Blacker

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