Q2 2019 Store Intelligence Data Digest - The Digital Nomad ......Sensor Tower’s Mobile Insights...

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Q2 2019

Store Intelligence Data Digest

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Executive Summary ▸ Highlights

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Worldwide app downloads totaled 28.7 billion in 2Q19, an 11.5% year-over-year increase. Google Play downloads increased 14.9% to 21.3B while App Store downloads increased 2.9% to 7.4B.

Snapchat was the No. 2 non-game app by U.S. downloads in the quarter with nearly 10M downloads. It was the first time Snapchat showed Y/Y growth in the U.S. since Q1 2017.

Facebook passed TikTok to take the No. 3 spot by worldwide downloads. Facebook had the top three apps in Q2 with WhatsApp, Messenger, and Facebook. TikTok and Instagram rounded out the top five.

Battle Royale game Garena Free Fire was the No. 3 game by worldwide downloads in Q2. Only hyper-casual titles Stack Ball and Run Race 3D had more installs in the quarter.


About This Data ▸ Methodology

Could your business benefit from access to Store Intelligence insights and the highly accurate data used to build this report? See the fastest growing apps and publishers by downloads or revenue.

Sensor Tower’s Mobile Insights team compiled the download estimates provided in this report using the Sensor Tower Store Intelligence platform.

• Figures cited in this report reflect App Store and Google Play download estimates for April 1, 2019 through June 30, 2019.

• Download estimates presented are on a per-user basis, meaning that only one download per Apple or Google account is counted towards the total.

• Downloads of the same app by the same user to multiple devices, updates, or re-installs of the same app by the same user are not counted towards the total.

• Android app install estimates represent downloads from the Google Play Store only. Sensor Tower does not provide download estimates for third-party Android stores.

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28.7 Billion App Store + Google Play Downloads

7.4 Billion App Store Downloads

21.3 Billion Google Play Downloads

Worldwide App Store and Google Play Downloads

0

5B

10B

15B

20B

25B

30B

Q2 2018 Q2 2019

28.7B25.8B

+11.5%

Worldwide App Store Downloads

0

5B

10B

15B

20B

25B

30B

Q2 2018 Q2 2019

7.4B7.2B

+2.9%

Worldwide Google Play Downloads

0

5B

10B

15B

20B

25B

30B

Q2 2018 Q2 2019

21.3B18.6B

+14.9%

Market Overview ▸ Q2 2019 Worldwide Download Growth



Store Intelligence ▸ Top Apps

Top Apps



WhatsApp .

Messenger .

Facebook .

TikTok .

Instagram .

Snapchat .

SHAREit .

Likee .

YouTube .

Spotify .

UC Browser .

Hotstar .

YouTube Music .

Netflix .

HAGO .

PicsArt .

Uber .

MX Player .

Helo .

VMate .

0 20M 40M 60M 80M 100M 120M 140M 160M 180M 200M

App Store Google Play

Overall ▸ Q2 Apps by Worldwide Downloads

The same five apps have been at the top since 1Q18, including four Facebook-owned apps and TikTok. Facebook passed TikTok in 2Q19 to regain the No. 3 spot.

Boosted by 63% quarter-over-quarter growth, Snapchat achieved its best ranking of any quarter since 2Q17 at No. 6. Snapchat has not been in the top five since the 1Q17.

Note Regarding Download EstimatesOur estimates include worldwide downloads for iPhone, iPad, and Google Play for Apr. 1 through Jun. 30, 2019. Apple apps and Google pre-installed apps are excluded. We report unique installs only. Android estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.




App Store ▸ Q2 Apps by Worldwide Downloads

TikTok’s reign as the most downloaded app on the App Store ended at five consecutive quarters, as YouTube took the top spot in 2Q19 with 28.5 million installs.

Top growing apps on the App Store included Snapchat and PinDuoDuo. PinDuoDuo was No. 9 worldwide after being outside the top 30 last quarter and was the No. 1 app in China.

Note Regarding Download EstimatesOur estimates include worldwide daily download totals for iPhone and iPad for Apr. 1 through Jun. 30, 2019. Apple apps are excluded. We report unique installs only (one download per user).

YouTube .

TikTok .

Instagram .

Snapchat .

Facebook .

WhatsApp .

Google Maps .

Messenger .

PinDuoDuo .

Gmail .

Netflix .

Spotify .

Google Chrome .

Toutiao .

Seven Cat Novels .

Ulike .

iQIYI .

Twitter .

Uber .

PicsArt .

0 5M 10M 15M 20M 25M 30M

iPhone iPad



Google Play ▸ Q2 Apps by Worldwide Downloads

Facebook passed TikTok to join WhatsApp and Messenger among the top three apps. TikTok was well ahead of the No. 5 app Instagram, with nearly 65% more installs in the quarter.

India drove much of the success of top apps on Google Play. Popular apps in India among the top 10 included SHAREit, Likee (formerly LIKE Video), and Hotstar.

Note Regarding Download EstimatesOur estimates include worldwide daily download totals for Google Play for Apr. 1 through Jun. 30, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.

WhatsApp .

Messenger .

Facebook .

TikTok .

Instagram .

SHAREit .

Likee .

Snapchat .

Hotstar .

UC Browser .

HAGO .

YouTube Music .

YouTube .

Spotify .

MX Player .

VMate .

Helo .

PicsArt .

Netflix .

Truecaller .

0 20M 40M 60M 80M 100M 120M 140M 160M 180M



Overall ▸ Q2 Apps by U.S. Downloads

Snapchat edged out Instagram to take the No. 2 spot in the U.S. with nearly 10 million downloads. TikTok, the No. 2 app in 1Q19, slipped eight spots to No. 10 in 2Q19.

Venmo joined Square’s Cash App among the top 20 apps. Venmo’s U.S. downloads have increased each quarter since 2014 and it surpassed five million installs for the first time in Q2.


Messenger .

Snapchat .

Instagram .

Netflix .

Facebook .

WhatsApp .

YouTube .

DoorDash .

Spotify .

TikTok .

Hulu .

Amazon .

Cash App .

Google Maps .

Yolo .

Uber .

Pandora .

Gmail .

Venmo .

YouTube Music .

0 2M 4M 6M 8M 10M 12M 14M



© 2019 Sensor Tower Inc. - All Rights Reserved www.sensortower.com

App Store ▸ Q2 Apps by U.S. Downloads

Note Regarding Download EstimatesOur estimates include worldwide daily download totals for iPhone and iPad for Apr. 1 through Jun. 30, 2019. Apple apps are excluded. We report unique installs only (one download per User).

!10

YouTube was the top App Store app in the U.S. for the third consecutive quarter. Meanwhile, Facebook continued to fall from No. 3 in 3Q18 to No. 10 this quarter.

Yolo, an anonymous Q&A app built on Snapchat’s Snap Kit, had the fifth most U.S. downloads in 2Q19. This was especially impressive considering it did not launch until May.

YouTube .

Instagram .

Google Maps .

Netflix .

Yolo .

Snapchat .

Messenger .

Gmail .

DoorDash .

Facebook .

Hulu .

Spotify .

Amazon .

WhatsApp .

TikTok .

Google Chrome .

Uber .

Cash App .

Venmo .

Google Photos .

0 1M 2M 3M 4M 5M 6M 7M 8M

iPhone iPad



Google Play ▸ Q2 Apps by U.S. Downloads


Facebook had four of the top five Google Play apps, including Messenger, Facebook, Instagram, and WhatsApp. TikTok fell from No. 2 in Q1 to No. 7 this quarter.

Pluto TV, an ad-supported free video on demand (AVOD) app, entered the top 20 apps on Google Play in 2Q19. Another AVOD app, Tubi, was just outside the top 20.

Messenger .

Snapchat .

Facebook .

Instagram .

WhatsApp .

Netflix .

TikTok .

Spotify .

YouTube Music .

News Break .

Pandora .

Cash App .

Hulu .

Amazon .

Wish .

DoorDash .

Pluto TV .

Amazon Prime Video .

Uber .

TextNow .

0 1M 2M 3M 4M 5M 6M 7M


Store Intelligence ▸ Top Games

Top Games



Overall ▸ Q2 Games by Worldwide Downloads


The emergence of hyper-casual games created a lot of turnover among the top games. Twelve games made the top 20 for the first time this quarter, including Stack Ball at No. 1.

PUBG Mobile was rebranded as Game for Peace in China. The download total for PUBG Mobile on this chart includes both Game for Peace in China and PUBG Mobile elsewhere.


Stack Ball .

Run Race 3D .

Garena Free Fire .

Subway Surfers .

Color Bump 3D .

Tiles Hop .

PUBG Mobile .

Clean Road .

Traffic Run .

Crowd City .

House Paint .

Bottle Flip 3D .

Homescapes .

Aquapark.io .

Ludo King .

My Talking Tom 2 .

Fun Race 3D .

Draw it .

Happy Glass .

Township .

0 20M 40M 60M 80M 100M 120M




App Store ▸ Q2 Games by Worldwide Downloads

Note Regarding Download EstimatesOur estimates include worldwide daily download totals for iPhone and iPad for Apr. 1 through Jun. 30, 2019. Apple apps are excluded. We report unique installs only (one download per user).

PUBG Mobile, the No. 2 game in 1Q19, fell to No. 8 in 2Q19. Its downloads decreased 42% quarter-over-quarter. Meanwhile, Battle Royale rival Fortnite dropped out of the top 20.

Good Job Games followed up on its hit hyper-casual game Color Bump 3D with three more games among the top 20, including No. 2 Run Race 3D and No. 10 Fun Race 3D.

Aquapark.io .

Run Race 3D .

Mr Bullet .

Stack Ball .

Traffic Run .

Clean Road .

AMAZE .

PUBG Mobile .

Drift Race 3D .

Fun Race 3D .

Roller Splat .

Draw It .

Color Bump 3D .

Homescapes .

Tiles Hop .

Color Hole 3D .

Pick Me Up .

Polysphere .

Crowd City .

Let's Hunt Monsters .

0 5M 10M 15M 20M 25M 30M

iPhone iPad



Google Play ▸ Q2 Games by Worldwide Downloads


Stack Ball from Azur Games was the first game to reach 80M installs in a quarter since Voodoo’s Helix Jump back in 3Q18. Run Race 3D and Garena Free Fire each surpassed 70M.

Garena Free Fire downloads increased 5% quarter-over-quarter to 71M in 2Q19. India was its largest market in the quarter driven by 61% Q/Q growth.

Stack Ball .

Run Race 3D .

Garena Free Fire .

Subway Surfers .

Color Bump 3D .

Tiles Hop .

Crowd City .

House Paint .

Ludo King .

PUBG Mobile .

Bottle Flip 3D .

Clean Road .

My Talking Tom 2 .

Traffic Run .

Homescapes .

Happy Glass .

Temple Run 2 .

Township .

KTB: Forever .

Candy Crush .

0 10M 20M 30M 40M 50M 60M 70M 80M 90M



Overall ▸ Q2 Games by U.S. Downloads

Good Job Games had the top game in the U.S. for the second consecutive quarter. Color Bump 3D, the top game last quarter, remained in the top 20 at No. 12.

Good Job Games also had the most games among the top 20 with four different titles. Voodoo (3 games), Say Games (2), and Tastypill (2) also had multiple games in the top 20.


Run Race 3D .

Stack Ball .

Traffic Run .

AMAZE .

Clean Road .

Aquapark.io .

Tiles Hop .

Roller Splat .

Color Hole 3D .

Draw it .

Bottle Flip 3D .

Color Bump 3D .

Crowd City .

Pick Me Up .

Fun Race 3D .

Homescapes .

House Paint .

Roblox .

Pinatamasters .

Wordscapes .

0 2M 4M 6M 8M 10M 12M 14M




App Store ▸ Q2 Games by U.S. Downloads


Voodoo, a hyper-casual games publisher based in France, had four of the top 20 App Store games in 2Q19, including Aquapark.io (No. 2), Roller Splat (5), and Purple Diver (16).

Nine different games surpassed 5M U.S. downloads in 2Q19. This was the first time more than five games have surpassed this threshold in a quarter. 20 games surpassed 3M U.S. installs.

AMAZE .

Aquapark.io .

Run Race 3D .

Traffic Run .

Roller Splat .

Clean Road .

Stack Ball .

Fun Race 3D .

Mr Bullet .

Tiles Hop .

Color Hole 3D .

Draw It .

Pick Me Up .

Blocksbuster .

Color Bump 3D .

Purple Diver .

Homescapes .

Pottery .

Wordscapes .

Bottle Flip 3D .

0 1M 2M 3M 4M 5M 6M 7M 8M 9M

iPhone iPad



Google Play ▸ Q2 Games by U.S. Downloads


Say Games had three of the top 20 games in the U.S. on Google Play, with Clean Road (No. 6), House Paint (8), and Twist Hit (17). This propelled the publisher to No. 4 in the U.S. in 2Q19.

Roblox fell from No. 3 in Q1 to No. 12 this quarter. Its downloads only decreased by 7% Q/Q, so this drop was primarily explained by more hyper-casual games reaching 3M downloads.

Run Race 3D .

Stack Ball .

Traffic Run .

Tiles Hop .

Crowd City .

Clean Road .

Bottle Flip 3D .

House Paint .

KTB: Forever .

Color Bump 3D .

AMAZE .

Roblox .

Pinatamasters .

Roller Splat .

Color Hole 3D .

Draw it .

Twist Hit .

Pick Me Up .

Homescapes .

Words Story .

0 1M 2M 3M 4M 5M 6M 7M


Store Intelligence ▸ Top Publishers

Top Publishers




Overall ▸ Q2 Publishers by Worldwide Downloads

Facebook and Google saw downloads decline in 2Q19, but still retained the top two spots. Facebook’s downloads decreased 8.9% quarter-over-quarter to around 710M.

Top games publishers represented many different countries, including Voodoo (France), Good Job Games (Turkey), Outfit7 (Great Britain), Say Games (Belarus), and TabTale (Israel).


Facebook .

Google .

Voodoo .

Good Job Games .

Outfit7 Limited .

Say Games .

ByteDance .

Tencent .

TabTale .

Playgendary .

BabyBus .

Alibaba Group .

Azur Interactive .

Amanotes .

Miniclip .

Playrix .

Microsoft .

Kingsoft .

Lion Studios .

Bigo .

0 100M 200M 300M 400M 500M 600M 700M 800M




App Store ▸ Q2 Publishers by Worldwide Downloads


Good Job Games passed Alibaba to enter the top five in 2Q19. Say Games was new to the top 20 at No. 7 with more than 50M worldwide downloads on the App Store.

The U.S. and China each had six publishers among the top 20 on the App Store. Great Britain was the only other country with more than one publisher in the top 20.

Google .

Tencent .

Voodoo .

Facebook .

Good Job Games .

Alibaba Group .

Say Games .

TabTale .

NetEase .

ByteDance .

Lion Studios .

Microsoft .

Playgendary .

Amazon .

Snap .

Playrix .

Kwalee .

Baidu .

Kingsoft .

Outfit7 Limited .

0 20M 40M 60M 80M 100M 120M 140M 160M 180M 200M

iPhone iPad



Google Play ▸ Q2 Publishers by Worldwide Downloads


Facebook and Google retained the top two spots on Google Play. Good Job Games moved up from No. 8 last quarter to No. 3 in Q2, and Voodoo moved up one spot to No. 4.

Say Games was the only publisher that was new to the top 10 in 2Q19 with Miniclip falling to No. 12. Publishers that fell out of the top 20 included Microsoft, Mobirix, and Alibaba Group.

Facebook .

Google .

Good Job Games .

Voodoo .

Outfit7 Limited .

ByteDance .

Say Games .

TabTale .

BabyBus .

Playgendary .

Azur Interactive .

Miniclip

Bigo .

Amanotes .

InShot .

Playrix .

Kingsoft .

Million Games .

Garena Games .

SHAREit .

0 100M 200M 300M 400M 500M 600M 700M



Overall ▸ Q2 Publishers by U.S. Downloads

Voodoo narrowed the gap on Google as the top publisher by U.S. downloads. Voodoo was within 4M downloads of Google this quarter, compared to a gap of 27M in Q1.

TabTale knocked Amazon out of top 5 in the U.S. in 2Q19. Say Games was new to the top 20 at No. 6 with hyper-casual games including Clean Road and House Paint.


Google .

Voodoo .

Facebook .

Good Job Games .

TabTale .

Say Games .

Amazon .

Playgendary .

Amanotes .

Microsoft .

Lion Studios .

Tastypill .

Azur Interactive .

Kwalee .

Playrix .

Snap .

Geisha Tokyo .

Electronic Arts .

Outfit7 Limited .

Uber .

0 10M 20M 30M 40M 50M 60M 70M 80M 90M 100M




App Store ▸ Q2 Publishers by U.S. Downloads


The top three publishers remained the same for the sixth consecutive quarter. Voodoo nearly caught Google with U.S. App Store installs increasing from 45M in Q1 to 59M in Q2 2019.

TabTale, the publisher of popular games like Amaze, entered the top 5 in 2Q19. The Tel Aviv based publisher had been consistently in the No. 6 to No. 10 range in previous quarters.

Google .

Voodoo .

Facebook .

Good Job Games .

TabTale .

Say Games .

Amazon .

Playgendary .

Lion Studios .

Microsoft .

Kwalee .

Amanotes .

Tastypill .

Snap .

Ubisoft .

Playrix .

Uber .

Electronic Arts .

Geisha Tokyo .

Azur Interactive .

0 10M 20M 30M 40M 50M 60M 70M

iPhone iPad



Google Play ▸ Q2 Publishers by U.S. Downloads


The top three publishers in the U.S. on Google Play were the same as in 1Q19. Downloads for Google and Facebook declined Q/Q, while Voodoo’s downloads increased 9% Q/Q.

Hyper-casual publishers continued to do well on Google Play, with Say Games, Good Job Games, TabTale, Playgendary, and Azur Interactive among the top 10.

Google .

Voodoo .

Facebook .

Say Games .

Good Job Games .

TabTale .

Playgendary .

Amanotes .

Amazon .

Azur Interactive .

Microsoft .

Tastypill .

Lion Studios .

Outfit7 Limited .

Playrix .

Geisha Tokyo .

Miniclip

Snap .

Electronic Arts .

Samsung .

0 5M 10M 15M 20M 25M 30M


Store Intelligence ▸ Top Categories

Top Categories




App Store ▸ Q2 Categories by Worldwide Downloads

0

500M

1.0B

1.5B

2.0B

2.5B

Games Photo & Video Entertainment Utilities Social Networking

398M459M465M571M

2.25B

392M455M484M556M

2.14B

Q2 2018 Q2 2019

+5.1%

+2.5%-3.9% +0.7%

+1.5%


The Games category bounced back after a 9% Y/Y decrease last quarter. App Store game downloads in China increased slightly quarter-over-quarter after a few slow quarters.

Other categories on the App Store did not change much Y/Y in 2Q19. Photo & Video app downloads increased 2.5% Y/Y, while Entertainment app downloads decreased 3.9%.



Google Play ▸ Q2 Categories by Worldwide Downloads

0

1B

2B

3B

4B

5B

6B

7B

8B

9B

Game Tools Entertainment Social Communication

1.01B1.04B1.38B1.45B

8.21B

936M749M1.15B1.30B

7.84B

Q2 2018 Q2 2019

+4.7%

+12.0% +19.2%+39.4% +8.0%


Game downloads increased 4.7% Y/Y in 2Q19 on Google Play. Meanwhile, non-game downloads increased 22.3% Y/Y, driven by countries such as India, Brazil, and Indonesia.

Social passed Communication to become the fourth largest category on Google Play with nearly 40% Y/Y growth. Entertainment apps also had strong Y/Y growth at just shy of 20%.


Store Intelligence ▸ Top Countries

Top Countries



India

U.S.

Brazil

Indonesia

Russia

Mexico

Vietnam

Turkey

Japan

Thailand

0 1B 2B 3B 4B 5B 6B



Overall ▸ Q2 Countries by Worldwide Downloads


As Google Play is not available in China, we have excluded the country from this chart.

India reached a new milestone in 2Q19, hitting five billion downloads in a quarter across the App Store and Google Play for the first time, up from 4.8B last quarter.

Indonesia, the No. 5 largest country in Q1, passed Russia to take the No. 4 spot this quarter. Thailand replaced South Korea among the top 10 with more than 500M downloads.



App Store ▸ Q2 Countries by Worldwide Downloads

0

500M

1.0B

1.5B

2.0B

2.5B

China

U.S.

Japan

Great Britain

Russia

239M281M412M

1.73B

2.02B

247M264M385M

1.51B

2.20B

Q2 2018 Q2 2019

-8.5%

+14.1%

+7.0%

+6.7% -3.3%


The gap between China and the U.S. narrowed in 2Q19. China had 290M more App Store downloads than the U.S. in 2Q19 compared to 690M more downloads in 2Q18.

The No. 3-5 countries stayed the same as last quarter, with Japan, Great Britain, and Russia respectively. Japan and Great Britain each had approximately 7% Y/Y growth.


0

1B

2B

3B

4B

5B

6B

India

Brazil

Indonesia

U.S.

Russia

988M1.29B1.49B

1.89B

5.26B

842M1.33B1.22B

1.60B

4.39B

Q2 2018 Q2 2019


Google Play ▸ Q2 Countries by Worldwide Downloads

+19.8%

+17.8%

+22.0%-3.2%

+17.3% Note Regarding Download EstimatesOur estimates include worldwide daily download totals for Google Play for Apr. 1 through Jun. 30, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.

India bounced back after a Q/Q decline in downloads last quarter. India’s installs reached 5.26B in 2Q19, an increase of 11.6% Q/Q from 4.72B in 1Q19 and up nearly 20% Y/Y.

Indonesia passed the U.S. for the first time in 2Q19 with 22% year-over-year growth. U.S. downloads on Google Play dropped below 1.3B for first time since 3Q14.


Store Intelligence ▸ State of Battle Royale

The State of Battle Royale



!34

State of Battle Royale ▸ Introduction


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Battle Royale games have flourished over the past year. Several titles were among the top 25 grossing games worldwide in Q2 2019, including PUBG Mobile (No. 2), Garena Free Fire (No. 11), Knives Out (No. 15), and Fortnite (No. 21).

• Tencent replaced PUBG Mobile with Game for Peace in China, allowing the game to monetize in the country for the first time. The title grossed more than $140M in less than two months in China this quarter.

• Garena Free Fire expanded its popularity in India, Southeast Asia, and Latin America, resulting in 83 percent download growth Y/Y.

• Fortnite’s App Store revenue declined for the third straight quarter. Fortnite made more than 60 percent of its revenue in the U.S. in Q2 2019.












0

10M

20M

30M

40M

50M

60M

70M

80M

90M

Q1 201

8

Q2 201

8

Q3 201

8

Q4 201

8

Q1 201

9

Q2 201

9

!35

State of Battle Royale ▸ Worldwide DownloadsQuarterly worldwide downloads for top Battle Royale games, App Store and Google Play

Among top Battle Royale games, only Garena Free Fire had positive Y/Y download growth in Q2 2019 (83%). Other games saw Y/Y downloads decline by more than 35%.

PUBG Mobile totals in 2Q19 include Game for Peace installs in China. Those who installed Game for Peace after previously downloading PUBG Mobile did not count towards this total.

PUBG Mobile

Garena Free Fire

Knives OutFortnite

Rules of Survival


Note Regarding Download EstimatesOur estimates include worldwide downloads for App Store and Google Play for Jan. 1, 2018 through Jun. 30, 2019. Apple apps and Google pre-installed apps are excluded. We report unique installs only. Android estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.


$0

$50M

$100M

$150M

$200M

$250M

$300M

$350M

$400M

Q1 201

8

Q2 201

8

Q3 201

8

Q4 201

8

Q1 201

9

Q2 201

9

!36

State of Battle Royale ▸ Worldwide RevenueQuarterly worldwide gross revenue for top Battle Royale games, App Store and Google Play

Note Regarding Revenue EstimatesOur estimates include worldwide daily revenue totals for App Store and Google Play for Jan. 1, 2018 through Jun. 30, 2019. We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Figures represent aggregate revenue of all app versions, ex: Facebook and Facebook Lite.

Since PUBG Mobile was able to monetize in China with Game for Peace, the game earned more than 50% of its revenue in China. It grossed more than $141M in China in Q2 2019.

Garena Free Fire grossed more than Fortnite and Knives Out in 2Q19. Revenue increased 46% quarter-over-quarter, led by Brazil with more than $55M in gross revenue.

May, 2019Tencent replaced PUBG Mobile with Game for Peace, allowing the game to monetize in China. Game for Peace grossed more than $141M in Q2, nearly as much as PUBG Mobile has earned in the U.S. all-time.


PUBG Mobile

Garena Free Fire

Knives Out

Fortnite

Rules of Survival


$0

$200M

$400M

$600M

$800M

Knives Out Fortnite PUBG Mobile Garena Free Fire Rules of Survival

$29M

$306M

$263M

$127M

$68M$81M

$403M

$679M

$584M

!37

State of Battle Royale ▸ Worldwide RevenueWorldwide gross revenue since January 1, 2018, App Store and Google Play

Despite not being available on Google Play, Fortnite is second in worldwide revenue since 2018. Its $679M grossed on the App Store was the most among Battle Royale games.

Knives Out’s success in Japan has helped it earn more than any other Battle Royale game. Nearly 85% of Knives Out revenue since 2018 is from Japan.



Note: Fortnite revenue only includes the App Store (it is not available on Google Play)



0

20M

40M

60M

80M

100M

120M

China

India

U.S.

Brazil

Indonesia

Vietnam

Thailand

Mexico

Turkey

Japan

PUBG Mobile Garena Free Fire Fortnite Knives Out Rules of Survival

Battle Royale games have achieved success in regional markets, such as PUBG Mobile / Game for Peace in China, Garena Free Fire in Latin America, and Fortnite in the U.S.

PUBG Mobile / Game for Peace had nearly 100M App Store installs in China between January 2018 and June 2019. PUBG Mobile had 55M installs in India, its second largest market.

Worldwide downloads for top Battle Royale games, Jan. 2018 - Jun. 2019State of Battle Royale ▸ Top Countries by Downloads

Note Regarding Download EstimatesOur estimates include worldwide downloads for App Store and Google Play for Jan. 1, 2018 through Jun. 30, 2019. Apple apps and Google pre-installed apps are excluded. We report unique installs only. Android estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.

Note: China / Fortnite download totals only include the App Store



$0

$100M

$200M

$300M

$400M

$500M

$600M

$700M

$800M

Japan

U.S.

China

Brazil

Thailand

Mexico

Indonesia

Malaysia

Saudi Arabia

U.A.E.

PUBG Mobile Garena Free Fire Fortnite Knives Out Rules of Survival

A few Battle Royale games have been very successful in different markets. Each of the top four countries have a different highest grossing Battle Royale game.

Japan was the top country by Battle Royale game revenue despite being only No. 10 by downloads. Knives Out had $600M in gross revenue in Japan since 2018.

Worldwide gross revenue for top Battle Royale games, Jan. 2018 - Jun. 2019State of Battle Royale ▸ Top Countries by Revenue


Note: China / Fortnite revenue totals only include the App Store


Store Intelligence ▸ State of Social Video Apps

The State of Social Video Apps



!41

State of Social Video Apps ▸ Introduction


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The market for social video apps in the U.S. remained competitive in Q2 2019. Snapchat and Instagram were the No. 2 and 3 non-games respectively by downloads in the U.S. in 2Q19, and TikTok was No. 2 each of the previous two quarters (4Q18 and 1Q19).

• Snapchat had the second highest U.S. download growth among non-game apps in 2Q19. Only HBO NOW, boosted by the final season of Game of Thrones, displayed higher quarter-over-quarter growth.

• TikTok (formerly musical.ly in the U.S.) saw U.S. downloads fall after two very successful quarters in 4Q18 and 1Q19. Both Snapchat and Instagram had more U.S. downloads than TikTok in 2Q19.

• Snapchat’s growth was driven by new features (including a gender swap filter) and its Snap Kit allowing integration with other apps, such as Yolo.











HBO NOWHBO

SnapchatSnap

CyberGhostCyberGhost

FunimateAvcr

Google MapsGoogle

RainbowKeyONE App Essentials

Avatar Keyboard Joali

ChewyChewy

DAZNDAZN

FontsFonts

Social video apps were present among the top 10 apps by Q/Q download growth in the U.S. the past three quarters. Only HBO NOW had higher growth than Snapchat in Q2 2019.

Neither TikTok nor Instagram were able to sustain their growth into the next quarter. Time will tell if Snapchat can build off the momentum of a strong quarter into 3Q19.

Social Video Apps ▸ Top Growing Apps in the U.S.

!42

1

2

3

4

5

6

7

8

9

10

TikTokBytedance

Amazon AlexaAmazon

ZepetoSnow

AmazonAmazon

BooBeijing Baide Aisi

WalmartWalmart

Google HomeGoogle

The CWThe CW

Burger KingBurger King

GrubHubGrubHub

Top Non-Game Apps by Q/Q U.S. Download Growth

Q4 2018

1

2

3

4

5

6

7

8

9

10

IRS2GOInternal Revenue Service

TurboTaxIntuit

DoorDashDoorDash

Samsung Notes Samsung

PicsArtPicsArt

LetgoLetgo

HookedTelepathic

NCAA MM Live NCAA

PostmatesPostmates

InstagramFacebook

Q1 2019

1

2

3

4

5

6

7

8

9

10

Q2 2019

1.7M

2.1M

2.2M

3.8M

3.8M

4.1M

1.4M

1.5M

1.6M

1.9M

980K

1.2M

1.3M

1.6M

1.6M

1.8M

860K

860K

930K

1.1M

Note Regarding Download EstimatesOur estimates include U.S. daily download totals for App Store and Google Play for Jul. 1, 2018 through Jun. 30, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.

Rank App Q/Q Growth Rank App Q/Q GrowthRank App

Top Social Video App


1.9M

2.2M

2.2M

2.7M

4.5M

5.9M

1.6M

1.7M

1.8M

2.1M

Q/Q Growth


0

5M

10M

15M

20M

25M

Q1 201

7

Q2 201

7

Q3 201

7

Q4 201

7

Q1 201

8

Q2 201

8

Q3 201

8

Q4 201

8

Q1 201

9

Q2 201

9

!43

Social Video Apps ▸ U.S. DownloadsQuarterly U.S. downloads for top social video apps, App Store and Google Play

In 2Q19, Snapchat experienced Y/Y growth for the first time since 1Q17. Downloads grew 18% Y/Y to nearly 10M in the quarter, its best quarter since 2017.

U.S. TikTok downloads decreased 48% Q/Q in 2Q19 and it fell to No. 10 among non-games. It had been the No. 2 app by U.S. downloads behind Messenger in 4Q18 and 1Q19.

InstagramSnapchat

TikTok


Note Regarding Download EstimatesOur estimates include U.S. daily download totals for App Store and Google Play for Jan. 1, 2017 through Jun. 30, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.


0

200K

400K

600K

800K

1.0M

1.2M

1.4M

4/1/19

4/8/19

4/15/1

9

4/22/1

9

4/29/1

95/6

/19

5/13/1

9

5/20/1

9

5/27/1

96/3

/19

6/10/1

9

6/17/1

9

6/24/1

9

!44

Social Video Apps ▸ U.S. Snapchat DownloadsQ2 2019 weekly U.S. downloads for Snapchat and Yolo, App Store and Google Play

In early May, Snapchat benefitted from the popularity of Yolo, an anonymous Q&A app integrated with Snapchat, as well as a viral reaction to its new gender swap filter.

Yolo was built using Snap Kit to allow users to receive anonymous responses in Snapchat. In the future, Snapchat could benefit from other apps integrating features with its app.

May 11, 2019Snapchat’s new gender swap filter became a viral sensation, increasing interest in the app.

May 3, 2019Yolo, an anonymous Q&A app for Snapchat built using Snap Kit, launched in early May and quickly shot up the charts to No. 1 in the U.S.


SnapchatYOLO

Note Regarding Download EstimatesOur estimates include U.S. daily download totals for App Store and Google Play for Apr. 1, 2019 through Jun. 30, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.


Store Intelligence ▸ State of AR Games

The State of AR Games



!46

State of AR Games ▸ Introduction


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Niantic released Harry Potter: Wizards Unite in late June, the most anticipated location-based AR game since Pokémon GO. Its early performance put it on track to be the second most successful AR game to date, although it has fallen short of the pace set by Pokémon GO in July 2016.

• Harry Potter: Wizards Unite had 14.1M installs and $9.7M in gross revenue in the 20 days since its launch, comparing favorably to other location-based AR games such as Jurassic World Alive and The Walking Dead: Our World.

• This release helps put into perspective the unique level of success that Pokémon GO was able to accomplish. Pokémon GO earned nearly 20 times the revenue of HP: Wizards Unite in its first 20 days.











App Publisher Launched Worldwide All-Time Downloads

Worldwide All-Time Gross

Revenue

Ingress Prime Niantic December 2013 13.7M $4.7M

Pokémon GO Niantic July 2016 520M $2.6B

Jurassic World Alive Ludia May 2018 15.6M $53M

The Walking Dead: Our World Next Games July 2018 7.0M $24M

Ghostbusters World FourThirtyThree October 2018 2.1M $470K

Harry Potter: Wizards Unite Niantic June 2019 11.7M $6.8M

!47

AR Games ▸ Location-Based AR Game Information


App information for popular location-based AR games by release date

Note Regarding Download / Revenue EstimatesOur estimates include worldwide daily download and revenue totals for App Store and Google Play for Jan. 1, 2014 through Jun. 30, 2019. We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Figures represent aggregate revenue of all app versions, ex: Facebook and Facebook Lite.

Niantic’s Pokémon GO was able to take AR to a new level in July 2016. In three years, the game has been downloaded more than 500M times and has grossed $2.6B worldwide.

Several new games have tried to mimic Pokémon GO’s success with AR since 2018. Niantic and WB Games launched Harry Potter: Wizards Unite towards the end of the Q2.

Note: All-Time downloads and revenue are through Jun. 30, 2019.


!48

AR Games ▸ Downloads In First 20 DaysWorldwide downloads during the 20 days after launch, App Store and Google Play

Harry Potter: Wizards Unite had 14.1M downloads in the 20 days after it launched. This was better than other AR games such as Jurassic World Alive and Ghostbusters World.

While Harry Potter: Wizards Unite compared favorably to other AR games, it fell well short of the success achieved by Pokémon GO after its launch in 2016.


Pokémon GO

Harry Potter: Wizards Unite

Jurassic World Alive

The Walking Dead:

Our World

Ghostbusters World

0 25M 50M 75M 100M

2.5M

1.1M

5.8M

14.1M

99M

Note Regarding Download EstimatesOur estimates include worldwide daily download totals for App Store and Google Play for Jul. 1, 2016 through Jul. 9, 2019. We report unique installs only (one download per User). Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.


!49

Pokémon GO grossed $187M in its first 20 days, nearly 20 times the amount earned by HP: Wizards Unite in its first 20 days. Jurassic World Alive has grossed $53M all-time.

HP: Wizards Unite ranked second among AR games. It’ll look to surpass $10M in its first month, compared to Jurassic World Alive’s $8.4M and The Walking Dead: Our World’s $4.5M.


Pokémon GO



The Walking Dead:

Our World

Ghostbusters World

$0 $50M $100M $150M $200M

$2.0M

$100K

$4.8M

$9.7M

$187M

AR Games ▸ Revenue In First 20 DaysWorldwide gross revenue during the 20 days after launch, App Store and Google Play

Note Regarding Revenue EstimatesOur estimates include worldwide daily revenue totals for App Store and Google Play for Jul. 1, 2016 through Jul. 9, 2019. We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Figures represent aggregate revenue of all app versions, ex: Facebook and Facebook Lite.


$0

$10M

$20M

$30M

$40M

$50M

$60M

$70M

$80M

$90M

$100M

0 5 10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90

!50

Cumulative worldwide gross revenue in 90 days after launch, App Store and Google Play

Harry Potter: Wizards Unite’s revenue trajectory compared to other AR games reveals it is on track to surpass $10M in 30 days and $25M in 90 days since launch.

Pokémon GO took only 12 days to reach $100M in gross revenue and reached $200M in 21 days. It had already surpassed $600M in 90 days since launch.


Pokémon GO

AR Games ▸ Cumulative Revenue After Launch


The Walking Dead: Our World


Note Regarding Revenue EstimatesOur estimates include worldwide daily revenue totals for App Store and Google Play for Jul. 1, 2016 through Jul. 9, 2019. We report gross revenue (including the cut for Apple or Google). Android estimates do not include third-party stores. Figures represent aggregate revenue of all app versions, ex: Facebook and Facebook Lite.


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Q2 2019 Store Intelligence Data Digest - The Digital Nomad ......Sensor Tower’s Mobile Insights...

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Transcript of Q2 2019 Store Intelligence Data Digest - The Digital Nomad ......Sensor Tower’s Mobile Insights...