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Hey Adam,
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Business
Mobile Signal
fuboTV (FUBO) is scheduled to report earnings on 2/27. Downloads of its mobile app are up 17% YoY and 35% QoQ. Dive deeper into FUBO with a free trial of our Bloomberg Terminal App.
App Acquisition
Kpler has acquired FleetMon, a provider of real-time live AIS positions of marine crafts. The suite of mobile apps has been installed more than one million times since launch in 2009.
In case it wasn't clear, the benefit is the revenue from in-app purchases. You can all apps like Yubo and Wizz lifestyle apps or networking apps or social media apps. I call them make new friends apps. While some mechanics are similar to Tinder and dating apps, I would not label them as direct competitors. Wizz might feel differently though because in October it started paying for the iOS keyword "Tinder" and has not let up since. This has worked to pull in new users and it appears the app has done a great job of converting those users into paying users. Still, it strikes me as odd that people looking to date or hookup would be so willing to get friend-zoned.
IAPs on the app are either for in-app currency or Wizz Gold, which enables users to boost their posts, post videos, mass message, reveal secret chats and more.
Daily active users of the Waymo app have grown 409% since August. According to The Verge, "Waymo conducts trips in its fully autonomous vehicles, but free of charge and only with employees or friends of employees as passengers. Waymo’s permit to charge for driverless trips is still pending approval by the commission." However, anyone can buy a ride in Phoenix, Arizona. When airport rides opened up in the city (they run 24/7), interest immediately jumped and continued to rise.