Q1 2018 Store Intelligence Data Digest

© 2018 Sensor Tower Inc. - All Rights Reserved www.sensortower.com Executive Summary | Highlights

Worldwide app downloads totaled 25.4 billion in 4Q17, a 7.6% year- over-year increase. App Store downloads increased 13% to 7.8B while grew 5.4% to 17.6B.

Facebook owned four of the top five apps worldwide, including WhatsApp, which led global downloads across both platforms. Meanwhile, its Messenger was the most installed app in the U.S.

Tencent’s PUBG Mobile was the most installed mobile game worldwide in Q1. It was also downloaded more than any other game in the U.S. last quarter, despite having launched in mid-March.

Short-form music- based social network Douyin, known in the West as Tik Tok, exploded in popularity throughout Asia, propelling it to No. 1 worldwide on Apple’s App Store and No. 7 overall.

© 2018 Sensor Tower Inc. - All Rights Reserved 2 www.sensortower.com About This Data | Methodology

Sensor Tower’s Mobile Insights team compiled the download estimates provided in Could your business benefit from this report using the Sensor Tower Store Intelligence platform. access to Store Intelligence insights and the highly accurate data used to • Figures cited in this report reflect App Store and Google Play download build this report? See the fastest growing apps and publishers by estimates for January 1, 2018 through March 31, 2018. downloads or revenue. Email [email protected] for more • Download estimates presented are on a per-user basis, meaning that only information. 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.

© 2018 Sensor Tower Inc. - All Rights Reserved 3 www.sensortower.com Market Overview | Worldwide Download Growth

Worldwide App Store and Worldwide App Store Worldwide Google Play Google Play Downloads Downloads Downloads 30B 30B 30B +7.6% 25B 25B 25B

20B 20B 20B +5.4% 15B 15B 15B 23.6B 25.4B 10B 10B 10B +13% 16.7B 17.6B 5B 5B 5B 6.9B 7.8B 0 0 0 Q1 2017 Q1 2018 Q1 2017 Q1 2018 Q4 2016 Q4 2017 25.4 Billion 7.8 Billion 17.6 Billion App Store + Google Play Downloads App Store Downloads Google Play Downloads

© 2018 Sensor Tower Inc. - All Rights Reserved 4 www.sensortower.com Store Intelligence | Top Apps

Top Apps

© 2018 Sensor Tower Inc. - All Rights Reserved 5 www.sensortower.com Overall | Apps by Worldwide Downloads App Store Google Play

WhatsApp

Messenger Facebook once again dominated the Facebook global top apps, owning four of the Instagram top five including WhatsApp at No. 1. UC Browser The order of the top five apps Tik Tok remained unchanged over 4Q17.

PUBG Mobile

SHAREit Snapchat ’s mobile version of Subway Surfers PlayerUnknown’s Battlegrounds YouTube (PUBG) became the world’s most installed mobile game with more than Netflix 50 million downloads in the quarter. Wish

Spotify

AliExpress Note Regarding Download Estimates musical.ly Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jan. 1 through Mar. 31, 2018. Uber Apple apps and Google pre-installed apps are Garena Free Fire excluded. We report unique installs only. Android estimates do not include third-party stores. Figures WeChat represent aggregate installs of all app versions, ex: imo Facebook and Facebook Lite. 50M 100M 150M 200M 250M

© 2018 Sensor Tower Inc. - All Rights Reserved 6 www.sensortower.com App Store | Apps by Worldwide Downloads iPhone iPad

Tik Tok

PUBG Mobile Music-centric video social network YouTube Tik Tok ruled the top 20 ranking on WhatsApp iOS worldwide. Owned by Bytemod, Messenger the app is known as Douyin in the Instagram company’s native China.

Facebook

WeChat QQ The number of games in the top 20 iQIYI decreased to just two last quarter Google Maps versus to three in 4Q17. However, PUBG Mobile ranked No. 2 while the Taobao top game in 4Q17 was No. 14. Tencent Video

Alipay

Gmail Note Regarding Download Estimates Netflix Our estimates include worldwide daily download totals for iPhone and iPad for Jan. 1 through Mar. 31, 2018. Spotify Apple apps are excluded. We report unique installs only Snapchat (one download per user).

Pinduoduo

Knife Hit 10M 20M 30M 40M 50M

© 2018 Sensor Tower Inc. - All Rights Reserved 7 www.sensortower.com Google Play | Apps by Worldwide Downloads

WhatsApp

Messenger Video-based social network Facebook musical.ly surged in popularity last Instagram quarter to rank No. 10 overall. It is UC Browser owned by Beijing-based media giant SHAREit and app publisher ByteDance.

Subway Surfers

Snapchat Garena Free Fire Kiloo’s Subway Surfers remained musical.ly the No. 1 game on Google Play Vigo Video (Flipagram) worldwide, but saw some competition in battle royale title Garena Free Fire. Wish Two other games made the top 20. imo

AliExpress

Uber Note Regarding Download Estimates MX Player Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2018. We Candy Crush Saga report unique installs only (one download per user). Netflix Google pre-installed apps are excluded. Android download estimates do not include third-party stores. My Talking Tom Figures represent aggregate installs of all app versions, Clean Master ex: Facebook and Facebook Lite. 25M 50M 75M 100M 125M 150M 175M 200M

© 2018 Sensor Tower Inc. - All Rights Reserved 8 www.sensortower.com Overall | Apps by U.S. Downloads App Store Google Play

Messenger

Bitmoji Facebook’s Messenger remained at Netflix No. 1 from 4Q17 while the core Wish Facebook app slid to No. 2 overall Facebook in the U.S. Netflix, meanwhile, held PUBG Mobile firm at No. 3 on the combined ranking.

Run Sausage Run!

Instagram Snapchat PUBG Mobile was also the No. 1 Spotify mobile game overall in the U.S., Pandora having been installed nearly 10 million times across both platforms since YouTube launching in mid-March. Rules of Survival

Amazon Shopping

Uber Note Regarding Download Estimates WhatsApp Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jan. 1 through Mar. 31, 2018. Google Maps Apple apps and Google pre-installed apps are Twisty Road! excluded. We report unique installs only. Android estimates do not include third-party stores. Figures Gmail represent aggregate installs of all app versions, ex: ROBLOX Facebook and Facebook Lite. 2M 4M 6M 8M 10M 12M 14M 16M

© 2018 Sensor Tower Inc. - All Rights Reserved 9 www.sensortower.com App Store | Apps by U.S. Downloads iPhone iPad

Messenger

Bitmoji Facebook also slipped on iOS YouTube compared to 4Q17, ranking at No. 5 Netflix versus No. 2 in the previous quarter. Facebook Meanwhile, YouTube gained two PUBG Mobile positions and Netflix stayed put.

Google Maps

Gmail Spotify Two battle royale style mobile Rules of Survival shooters made the iOS top 10 last Twisty Road! quarter: PUBG Mobile at No. 6 and Rules of Survival at No. 10. They were Instagram two of five games in the top 20. Amazon Shopping

Pandora

Uber Note Regarding Download Estimates Wish Our estimates include worldwide daily download totals for iPhone and iPad for Jan. 1 through Mar. 31, 2018. Snapchat Apple apps are excluded. We report unique installs only Sweatcoin (one download per user).

Knife Hit

Run Sausage Run! 1M 2M 3M 4M 5M 6M 7M 8M 9M 10M

© 2018 Sensor Tower Inc. - All Rights Reserved 10 www.sensortower.com Google Play | Apps by U.S. Downloads

Messenger

Wish Messenger and Wish occupied the Run Sausage Run! No. 1 and No. 2 spots on Google Bitmoji Play again last quarter. Facebook Snapchat dropped all the way to No. 10 after BuzzVideo having been No. 8 in 4Q17.

Instagram

Netflix PUBG Mobile Tencent’s PUBG Mobile placed in Facebook the top 10 on Google Play last Pandora quarter, but wasn’t the No. 1 game. That title went to TabTale’s viral hit Run Pixel Art Sausage Run with 5M+ installs. Spotify

ROBLOX

WhatsApp Note Regarding Download Estimates Amazon Shopping Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2018. We letgo report unique installs only (one download per user). musical.ly Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Rules of Survival Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. 1M 2M 3M 4M 5M 6M 7M 8M

© 2018 Sensor Tower Inc. - All Rights Reserved 11 www.sensortower.com Store Intelligence | Top Publishers

Top Publishers

© 2018 Sensor Tower Inc. - All Rights Reserved 12 www.sensortower.com Overall | Publishers by Worldwide Downloads App Store Google Play

Facebook

Google Facebook ranked No. 1 among all Tencent publishers worldwide last quarter, Alibaba Group growing its lead over Google. Voodoo Meanwhile, viral game powerhouse Ubisoft Voodoo entered the top five.

Kingsoft

Outfit7 Limited Electronic Arts Publishers from China grew to Microsoft occupy six of the 20 spots on this TabTale ranking, versus five in 4Q17. At the same time, U.S. publishers shrank from seven to six. NetEase

Snap

Amazon Note Regarding Download Estimates Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jan. 1 through Mar. 31, 2018. Fun Games For Free Apple apps and Google pre-installed apps are Reliance Jio excluded. We report unique installs only. Android estimates do not include third-party stores. Figures SHAREit represent aggregate installs of all app versions, ex: BabyBus Facebook and Facebook Lite. 100M 200M 300M 400M 500M 600M 700M 800M

© 2018 Sensor Tower Inc. - All Rights Reserved 13 www.sensortower.com App Store | Publishers by Worldwide Downloads iPhone iPad

Tencent

Google Tencent stayed at No. 1 for iOS Facebook publishers and increased its Alibaba Group downloads by nearly 75 million, Voodoo thanks in large part to the massive Ubisoft success of PUBG Mobile.

NetEase

Beijing Microlive Baidu Publishers that primarily release Microsoft mobile games made up seven of the Electronic Arts top 20 on iOS, down from nine in 4Q17. France’s Voodoo once again Kingsoft led them, followed closely by Ubisoft. Amazon

Snap

IAC Mobile Note Regarding Download Estimates Outfit7 Limited Our estimates include worldwide daily download totals for iPhone and iPad for Jan. 1 through Mar. 31, 2018. TabTale Apple apps are excluded. We report unique installs only Fun Games For Free (one download per user).

Gameloft

BabyBus 50M 100M 150M 200M 250M 300M

© 2018 Sensor Tower Inc. - All Rights Reserved 14 www.sensortower.com Google Play | Publishers by Worldwide Downloads

Facebook

Google Facebook neared 600 million global Kingsoft Google Play downloads last quarter, Outfit7 Limited increasing its commanding lead over Alibaba Group Google as the No. 1 publisher on the Tencent latter’s platform.

Ubisoft

Electronic Arts Voodoo Propelled by the popularity of its Reliance Jio social apps, ByteMod entered the top TabTale 20 on Google Play at No. 15 overall, ahead of Snap, Amazon, and Gameloft Supercell, and more. Microsoft

King

ByteMod Note Regarding Download Estimates SHAREit Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2018. We Snap report unique installs only (one download per user). Amazon Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Fun Games For Free Figures represent aggregate installs of all app versions, Supercell ex: Facebook and Facebook Lite. 100M 200M 300M 400M 500M 600M

© 2018 Sensor Tower Inc. - All Rights Reserved 15 www.sensortower.com Overall | Publishers by U.S. Downloads App Store Google Play

Google

Voodoo Game maker Voodoo overtook Facebook Facebook to become the No. 2 Ubisoft publisher in the U.S. last quarter. Amazon Meanwhile, Google retained its Tencent dominant lead at No. 1 overall.

TabTale

Microsoft Snap Tencent shot to No. 6 from No. 11 in Electronic Arts 4Q17 due to the immense popularity Kingsoft of PUBG Mobile. NetEase, publisher of competing title Rules of Survival, Zynga entered the top 20 at No. 19. IAC Mobile

Fun Games For Free

Uber Note Regarding Download Estimates Wish Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jan. 1 through Mar. 31, 2018. Outfit7 Limited Apple apps and Google pre-installed apps are Netflix excluded. We report unique installs only. Android estimates do not include third-party stores. Figures NetEase represent aggregate installs of all app versions, ex: Gameloft Facebook and Facebook Lite. 20M 40M 60M 80M 100M 120M

© 2018 Sensor Tower Inc. - All Rights Reserved 16 www.sensortower.com App Store | Publishers by U.S. Downloads iPhone iPad

Google

Voodoo Voodoo also surpassed Facebook Facebook on the U.S. App Store to place Ubisoft second after Google. It saw more than Amazon 40 million installs of its numerous Tencent chart-topping viral games on iOS.

TabTale

Microsoft Electronic Arts Snap dropped to No. 10 on iOS, Snap having ranked at No. 6 in 4Q17. At the IAC Mobile same time, Tencent rode PUBG Mobile installs to No. 6 on the Fun Games For Free platform, up from No. 12 in 4Q17. Kingsoft

Zynga

Uber Note Regarding Download Estimates Netflix Our estimates include worldwide daily download totals for iPhone and iPad for Jan. 1 through Mar. 31, 2018. NetEase Apple apps are excluded. We report unique installs only Outfit7 Limited (one download per user).

Gameloft

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

© 2018 Sensor Tower Inc. - All Rights Reserved 17 www.sensortower.com Google Play | Publishers by U.S. Downloads

Google

Facebook Google and Facebook remained at Voodoo No. 1 and No. 2, respectively, last Amazon quarter, although Voodoo managed to Tencent climb two spots over 4Q17 to become Kingsoft No. 3 for installs on Google Play.

Ubisoft

TabTale Microsoft Viral news and video app publisher Snap TopBuzz did very well last quarter, Electronic Arts debuting on the top 20 ranking at No. 13, just ahead of mobile gaming Wish giants Zynga and Outfit7. TopBuzz

Zynga

Outfit7 Limited Note Regarding Download Estimates Samsung Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2018. We King report unique installs only (one download per user). Zenjoy Google pre-installed apps are excluded. Android download estimates do not include third-party stores. Uber Figures represent aggregate installs of all app versions, IAC Mobile ex: Facebook and Facebook Lite. 5M 10M 15M 20M 25M 30M 35M 40M

© 2018 Sensor Tower Inc. - All Rights Reserved 18 www.sensortower.com Store Intelligence | Top Categories

Top Categories

© 2018 Sensor Tower Inc. - All Rights Reserved 19 www.sensortower.com App Store | Categories by Worldwide Downloads Q1 2017 Q1 2018 2.5B +15.8%

Game installs grew nearly 16% over 1Q17, surpassing the 10% YoY growth seen between 4Q16 and 4Q17. 2.0B Downloads for the category reached 2.4 billion worldwide.

1.5B The Photo & Video category grew almost 17% year-over-year and was

2.40B the second largest category overall. Entertainment, which occupied that 2.07B 1.0B spot in 4Q17, grew just over 10% YoY.

+16.9% +10.4% Note Regarding Download Estimates +12.2% Our estimates include worldwide daily download totals +10.6% 500M for iPhone and iPad for Jan. 1 through Mar. 31, 2018. Apple apps are excluded. We report unique installs only 619M 595M (one download per user). 529M 539M 491M 437M 413M 456M

Games Photo & Video Entertainment Utilities Social Networking

© 2018 Sensor Tower Inc. - All Rights Reserved 20 www.sensortower.com Google Play | Categories by Worldwide Downloads Q1 2017 Q1 2018 8.0B

+4.7% Game category downloads grew 7.0B modestly year-over-year at 4.7% to 7.23 billion in total. Entertainment grew much more substantially, improving 6.0B about 12% over 1Q17.

5.0B The Communication category continued to decline YoY, with 4.0B downloads off about 11% over 1Q17 7.23B and dipping below one billion. 6.91B Photography also slid by 3.4%. 3.0B

2.0B Note Regarding Download Estimates Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2018. We +0.5% +12.1% report unique installs only (one download per user). 1.0B -11.2% -3.4% Google pre-installed apps are excluded. Android download estimates do not include third-party stores. 1.25B 1.26B 1.09B 974M 1.04B 919M 888M 858M Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite.

Game Tools Entertainment Communication Photography

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