Amazon and Walmart are big rivals in the US but they are also big rivals in India where Walmart owns Flipkart and Myntra. Prime Day took place around the globe last week except for in India where major shopping happens around the holiday of Diwali. People don't just buy things specifically for the holiday though (clothes/home decor), but for everything such as computers, mobile phones, cars, bikes and more.
Globally, the top 10 Fast Fashion apps grew Q3 downloads 40% YoY. But what is Fast Fashion? Investopedia defines it as a term used by fashion retailers to describe inexpensive designs that move quickly from the catwalk to stores to meet new trends... it is not uncommon for fast-fashion retailers to introduce new products multiple times in a single week to stay on-trend. I will note that many people are against this industry as a whole for environmental concerns.
Best way to measure adoption is by looking at number of downloads. Downloads, or "new installs," equate to new users. This summer, Shopping apps were downloaded most in China, U.S., India, Brazil, Russia and the U.K. These countries, combined, make up 62% of global Shopping app downloads.
Voodoo was the hypercasual games publisher with the most new installs of its games in Q3 2020, having its games downloaded 105% more than its closest competitor in Lion Studios. The bottom half of the top 10 are grouped pretty close together but after #10, Rollic Games, there is a bit of a dropoff to Kwalee with 63 million installs. As a grouping, the top 10 hypercasual game publishers grew downloads 31% YoY. Only two of the top 10 declined during this period.
September ushered in another school year. But for many students and teachers, this required the adoption of virtual classes and digital tools. We saw this play out on mobile with homework-help apps– an Apptopia defined market of apps that provide immediate answers or explanations to homework questions. I'm sure you're thinking, "Back in my day, we called this cheating."
In spite of the pandemic, Planet Fitness recorded approximately 44% more app downloads in H1 2020 than H1 2019 (U.S. only). Meanwhile, other brick-and-mortar gyms saw major declines in new app users. The Equinox app, for instance, saw a -60% drop in downloads, and Gold's Gym saw a -45% decline.
Thanks in part to the launch of Penn Sports Interactive’s newest sportsbook app, Barstool Sportsbook, sportsbook apps hit their all-time high for downloads in a single day on September 20th. Downloads jumped 209% from 2017 to 2018 and then 224% from 2018 to 2019. The US federal ban on sports betting was lifted In May 2018, spurring this growth.
Movie theaters were struggling before the pandemic and now they’re on life support. After Disney had delayed the March 2020 launch of Mulan three times, it decided to take a shot at earning back the $200M spent on the movie’s creation via a digital launch. On September 4th, Mulan launched on Disney+. This is a one-time purchase that enables users to watch the movie for as long as they have access to the streaming service. To be clear, you cannot purchase the movie without also purchasing or already having a Disney+ subscription.
Everyone's talking about crypto again and I refuse to be left out (FOMO is a killer). In July, the top 10 crypto wallet apps increased net new installs approximately 81.4% YoY. July is the best performing month on record for this market, and August has the potential to beat it.
Yesterday, August 13, the Zillow ($ZG) app achieved its highest number of daily active users (DAU) in its lifetime with 2.17 million. The app also saw a record number of app sessions (just under 6 million), and its daily downloads were the highest they've been since 2017 (about 54,000). This comes just after Zillow reported an impressive Q2 and exceeded earnings expectations.
When we received stay-at-home orders back in March, the app market, and social media in particular, got a huge boost. Facebook, WhatsApp, Messenger, Instagram, TikTok, Snapchat and Twitter all broke their respective records for time spent in-app, globally, in March 2020. I, for one, spent too many hours scrolling through TikTok– I even made it to "beanTok" (if you know, you know). Anyway, more people than ever were tuning in to watch the latest trends, AND more people than ever were contributing to the content. How do I know?
TikTok is a big deal in business and in pop culture. You already know that it, along with 59+ other Chinese published apps, has been banned in India and that a ban or sale of TikTok is likely to take place in the United States. The reasons why this is all taking place can be as complicated or as simple as you want them to be depending on who you talk to, but that’s not what this blog covers. We cover data trends, market shares, etc.
COVID-19 and quarantining forced most people to alter their fitness routine. While some mobile fitness apps managed to get traction with consumers, the reality is that commitment to a new habit is difficult, as illustrated by the data. Based on a sample of 11 popular mobile fitness apps, data from Apptopia show that COVID-19 had a significant impact on their rate of downloads. In January there was a 60% increase in downloads, totaling 3.37 million in just one month.
People are rediscovering the great outdoors with a new enthusiasm that we did not see in our data last summer. Why? Entertainment options may be closed for now but you can’t close the great outdoors. It’s giving people something to do while they can’t do anything.
I used to eat fast food nearly everyday growing up. Luckily, I turned out okay, and now I only indulge once in a while. But when the quarantine first hit, you better believe I got in the McDonald's drive-thru line and risked it all for a McFlurry. Mobile app data, thankfully, reassured me that I wasn't alone. In March, at the start of quarantine, the top fast-food apps in the U.S. took a very small hit, with app downloads declining almost 9% month-over-month.
With the COVID-19 pandemic and persistent social injustices Americans have been consuming more news. Prior to COVID-19, mobile app usage of traditional news providers was in a state of decline and only worsening. From last July through January of this year Fox News and CNN average app usage was down 18.6% and 2.5% YoY, respectively. For the same period, The New York Times averaged growth of 1.3%, however was trending significantly negative.
The travel market, including OTAs and vacation rental apps, took a nose dive at the start of the pandemic, as countries put strict travel bans and social distancing orders in place. In the past month or so, some of those restrictions have lifted, and it looks like people are itching to get out of the house. Vrbo Vacation Rentals by Homeaway.com has increased daily net new installs 113% over the past two months.
Shopping category downloads in Latin America grew 43% year-over-year for the month of May, mostly on the shoulders of Brazil and Mexico, who are the leaders in both absolute numbers and YoY percentage gain.
Downloads of the top 17 OTA (online travel agency) apps in the US got back to pre-pandemic levels on May 28th after increasing for 10 straight days. Combined sessions of these apps have grown 5% just over the past 10 days. Two weeks ago we saw app usage in China of the top international hotels bounce back.
Sparked by our "new normal" of social distancing, the Telehealth app market is seeing its highest engagement in history. Telehealth apps are those that provide healthcare services digitally. These include Teledoc (or "Telemedicine") apps which allow you to interact directly with a provider or care team. The top 15 Teledoc apps increased net new installs (new users) 59% YoY, and April marked their best performing month on record.