Q1 2020 Store Intelligence Data Digest © 2020 Sensor Tower Inc. - All Rights Reserved Executive Summary: Highlights

Worldwide app downloads reached 33.6 billion in TikTok had the most downloads for any app ever 1Q20, an increase of 20.3 percent year-over-year. in a quarter, with 315 million installs across the App Store installs grew 25.4 percent to 9.3 billion, App Store and Google Play. That was more installs while Google Play had 18.4 percent growth to 24.3 than any app has ever had in a quarter, including billion, all-time highs for both platforms. Pokémon GO during its launch quarter in 2016.

The spread of COVID-19 dramatically altered the Game downloads also felt the impact of app landscape in early 2020. Overall downloads COVID-19, surpassing 13 billion across the App grew rapidly, especially for categories such as Store and Google Play for the first time in 1Q20. Business, Education, and News, as consumers This was more than 2 billion beyond the previous adjusted to their changing day-to-day lives. highest quarter.

2 © 2020 Sensor Tower Inc. - All Rights Reserved Table of Contents: Topics Covered

The Q1 2020 Store Intelligence Data Digest offers analysis on the latest mobile trends:

Top Charts for the Quarter Stories of the Quarter

5. Market Overview: 36. Top Categories: 44. Impact of COVID-19: Worldwide year-over-year download A look at year-over-year growth for the Download and revenue trends by country growth for the App Store and Google Play top categories on both app stores following the spread of COVID-19 6. Top Apps: 39. Top Countries: 48. Shifts in Non-Gaming: Top non-game apps globally, in the U.S., The countries that had the most installs A summary of which categories have seen and in Europe in the quarter and a look at year-over- the most growth during the coronavirus 16. Top Games: year growth 53. Gaming Trends: Top mobile games by downloads across The impact of COVID-19 on game the App Store and Google Play downloads and revenue 26. Top Publishers: Top publishers of mobile apps and games worldwide, in the U.S., and in Europe

3 © 2020 Sensor Tower Inc. - All Rights Reserved About This Data: Methodology Could your business benefit from Sensor Tower’s Mobile Insights team compiled the download estimates access to Store Intelligence insights provided in this report using the Sensor Tower Store Intelligence platform. and the highly accurate data used to ● Figures cited in this report reflect App Store and Google Play build this report? See the fastest download estimates for January 1, 2016 through March 31, 2020. growing apps and publishers by ● Download estimates presented are on a per-user basis, meaning that only one download per Apple or Google account is counted towards downloads or revenue. 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 REQUEST DEMO 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.

Store Intelligence 4 © 2020 Sensor Tower Inc. - All Rights Reserved Market Overview: Q1 2020 Worldwide Download Growth

Worldwide App Store and Worldwide App Store Worldwide Google Play Google Play Downloads Downloads Downloads 35B +20.3% 35B 35B

30B 30B 30B +18.4% 25B 25B 25B

20B 20B 20B 33.6B 15B 27.9B 15B 15B +25.4% 24.3B 10B 10B 10B 20.5B

5B 5B 5B 7.4B 9.3B 0 0 0 Q1 2019 Q1 2020 Q1 2019 Q1 2020 Q1 2019 Q1 2020 33.6 Billion 9.3 Billion 24.3 Billion App Store + Google Play Downloads App Store Downloads Google Play Downloads

5 Top Apps © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Worldwide

App Store Google Play TikTok had the best quarter of any app, TikTok . surpassing the previous record of nearly 308 WhatsApp . million installs for Pokémon GO in Q3 2016. Its . 315 million installs in the quarter was by far its . Messenger . best quarter to date, more than 50 percent Likee . higher than its previous best in Q4 2018. Zoom . SHAREit . The impact of the coronavirus was evident . with the success of video conferencing apps. Netflix . Zoom entered the top 20 for the first time at YouTube . No. 7, with its 80 million downloads more than Spotify . 11 times its Q4 2019 total. UC Browser . . Note Regarding Download Estimates . Our estimates include worldwide downloads for iPhone, PicsArt . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple TikTok Wall Picture . 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 Helo . versions, ex: Facebook and Facebook Lite. Google Pay .

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Q1 Apps by Worldwide Downloads 7 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Worldwide

iPhone iPad TikTok had 67 million downloads on the App TikTok . Store in Q1 2020, which was also the largest YouTube . quarter for any app on record for the store. No Zoom . other non-game app has surpassed 50 million Instagram . Facebook . installs in a quarter. DingTalk . WhatsApp . Video conferencing apps performed well on Netflix . the App Store in response to COVID-19, Messenger . particularly in China. Along with Zoom (No. 3) Gmail . DingTalk (6) and VooV Meeting (12) also shot up Google Maps . the charts as stay-at-home orders made these VooV Meeting . apps essential for remote work. Google Chrome . Jianying Vlog . Note Regarding Download Estimates Spotify . Our estimates include worldwide daily download totals for Twitter . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Xigua Video . are excluded. We report unique installs only (one download Snapchat . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Wesee . PicsArt .

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Q1 Apps by Worldwide Downloads 8 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Worldwide

WhatsApp was the top app on Google Play for TikTok . each quarter since Q2 2016 before TikTok took WhatsApp . the top spot in Q1 2020. TikTok was propelled Facebook . to No. 1 off of 61 percent growth year-over-year. Instagram . Messenger . Likee . Facebook had the next four apps following SHAREit . TikTok. WhatsApp, Facebook, Instagram, and Snapchat . Messenger rounded out the top five. UC Browser . Zoom . Netflix . TikTok Wall Picture . Helo . Telegram . Note Regarding Download Estimates Spotify . Our estimates include worldwide daily download totals for Google Pay . Google Play for Jan. 1 through Mar. 31, 2020. We report unique MX Player . installs only (one download per User). Google preinstalled apps VMate . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all YouTube . app versions, ex: Facebook and Facebook Lite. UVideo .

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Q1 Apps by Worldwide Downloads 9 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - United States

App Store Google Play Disney+ was the top app in the U.S. in Q4 2019 TikTok . following its launch in mid-November. It Disney+ . followed that up with a strong quarter in Q1 Zoom . 2020 with 13 million downloads, good enough Instagram . Messenger . for the No. 2 spot. Netflix . Facebook . The change in behaviors following shelter-in- News Break . place orders for COVID-19 were felt in March. YouTube . A variety of industries including video Snapchat . conferencing (Zoom), news (News Break), Cash App . education (Google Classroom), and food WhatsApp . delivery (DoorDash) reached new highs. Spotify . Hulu . Note Regarding Download Estimates Amazon . Our estimates include worldwide downloads for iPhone, DoorDash . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple Gmail . apps and Google pre-installed apps are excluded. We report Google Classroom . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app . versions, ex: Facebook and Facebook Lite. Twitter .

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Q1 Apps by U.S. Downloads 10 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - United States

iPhone iPad Zoom performed particularly well on the U.S. TikTok . App Store, with the second most iPhone Zoom . downloads and the third most iPad Disney+ . downloads in the quarter. Only TikTok had YouTube . Instagram . more installs overall. Netflix . Gmail . Google’s diverse portfolio of apps proved to Facebook . be beneficial during this turbulent time. It Messenger . had six apps among the top 20 including News Break . YouTube (No. 4), Gmail (7), Google Classroom Cash App . (15), Google Maps (18), Google Chrome (19), and Spotify . Google (20). Amazon . DoorDash . Note Regarding Download Estimates Google Classroom . Our estimates include worldwide daily download totals for Hulu . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Snapchat . are excluded. We report unique installs only (one download Google Maps . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Google Chrome . Google .

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Q1 Apps by U.S. Downloads 11 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - United States

TikTok was the top downloaded app in the TikTok . U.S. on Google Play, up from No. 3 the Messenger . previous quarter. The last time it was the top Instagram . app in the U.S. was in Q4 2018. Disney+ . News Break . Facebook . News Break moved up 15 positions compared WhatsApp . to Q4 2018 to enter the top five. Its downloads Snapchat . nearly doubled quarter-over-quarter and it had Netflix . more installs than Facebook, Snapchat, and Zoom . Netflix as consumers sought up-to-the-minute Cash App . COVID-19 news. Android Auto . Spotify . Hulu . Note Regarding Download Estimates Tubi . Our estimates include worldwide daily download totals for Pandora . Google Play for Jan. 1 through Mar. 31, 2020. We report unique Amazon . installs only (one download per User). Google preinstalled apps YouTube Music . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all Wish . app versions, ex: Facebook and Facebook Lite. DoorDash .

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Q1 Apps by U.S. Downloads 12 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Europe

App Store Google Play joined Zoom as a top video TikTok . conferencing app in Europe during the WhatsApp . quarter. Zoom’s downloads in Europe were Instagram . more than 12 times greater than the previous Messenger . Facebook . quarter, and Skype’s installs were more than 2.5 Telegram . times its previous quarter’s total. Netflix . Snapchat . The only change among the top five was Zoom . TikTok edging out WhatsApp by less than Likee . 250,000 downloads. There was nearly a 15 Pinterest . million download gap between these top two Spotify . and Instagram, the No. 3 app in the quarter. Skype . AliExpress . Note Regarding Download Estimates Wish . Our estimates include worldwide downloads for iPhone, McDonald's . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple YouTube . apps and Google pre-installed apps are excluded. We report Shazam . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app YouTube Music . versions, ex: Facebook and Facebook Lite. .

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Q1 Apps by European Downloads 13 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Europe

iPhone iPad Disney+ made the top 20 despite not TikTok . launching in most of Europe until March 24. WhatsApp . The only European country where is was Instagram . available before that date was the Netherlands. YouTube . Netflix . Its top markets in Europe included Great Britain, Zoom . Germany, Italy, and Spain. Telegram . Facebook . , a video chat app, was another Google Maps . app benefitting from social distancing Gmail . measures at the end of the quarter. Its App Messenger . Store downloads in Europe grew from around Skype . 125,000 in February 2020 to 4.3 million in March. Spotify . Houseparty . Note Regarding Download Estimates Microsof Teams . Our estimates include worldwide daily download totals for McDonald's . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Pinterest . are excluded. We report unique installs only (one download Snapchat . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Disney+ . Google Chrome .

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Q1 Apps by European Downloads 14 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Europe

Out of the top 10 apps, the top five remained WhatsApp . the same as in Q4 2019. Spots six to 10 all TikTok . changed, with Telegram, Netflix, and Zoom Instagram . moving into the top 10 last quarter, while Likee Messenger . Facebook . moved up two positions to No. 8. Telegram . Snapchat . The social gaming platform Discord reached Likee . the top 20 for the first time. It had 80 percent Netflix . growth quarter-over-quarter as consumers Zoom . looked for new ways to socialize in a time of Pinterest . social distancing. AliExpress . YouTube Music . Messenger . Note Regarding Download Estimates Wish . Our estimates include worldwide daily download totals for Spotify . Google Play for Jan. 1 through Mar. 31, 2020. We report unique Shazam . installs only (one download per User). Google preinstalled apps VK . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all Skype . app versions, ex: Facebook and Facebook Lite. Discord .

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Q1 Apps by European Downloads 15 Top Games © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Worldwide

App Store Google Play Three of the top five games by worldwide Hunter Assassin . downloads were hyper-casual titles, Brain Out . including top game Hunter Assassin from Johnny Trigger . Ruby Game Studio. Half of the top 20 games Woodturning . PUBG Mobile . were hyper-casual. Garena Free Fire . Subway Surfers . Games from other genres were also able to Draw Climber . achieve very high install totals. Top battle Gardenscapes . royale games included PUBG Mobile (No. 5) and Rescue Cut . Garena Free Fire (6), and match-3 also had two Sand Balls . games among the top 20 with Gardenscapes (9) Brain Test . and Candy Crush (13). Candy Crush . WormsZone.io . Note Regarding Download Estimates Fun Race 3D . Our estimates include worldwide downloads for iPhone, Slap Kings . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple My Talking Tom 2 . apps and Google pre-installed apps are excluded. We report Tiles Hop . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app 8 Ball Pool . versions, ex: Facebook and Facebook Lite. Magic Tiles 3 .

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Q1 Games by Worldwide Downloads 17 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Worldwide

iPhone iPad The top two games in Q4 2019, Call of Duty: Brain Out . Mobile and Mario Kart, dropped down the Woodturning . rankings in Q1 2020. Call of Duty: Mobile Draw Climber . returned to the top 10 last quarter after ranking PUBG Mobile . Brain Test . first with more than 80 million installs in 4Q19. Johnny Trigger . Rescue Cut . Voodoo had three of the top 10 games with Homescapes . Woodturning (No. 2), Draw Climber (3), and Push'em All . Push’em All (9). Voodoo’s Spiral Roll also Call of Duty: Mobile . ranked among the top 20. Sunshine Pig Farm . Magic Tiles 3 . Slap Kings . Dentist Bling . Note Regarding Download Estimates Soap Cutting . Our estimates include worldwide daily download totals for Spiral Roll . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Hunter Assassin . are excluded. We report unique installs only (one download Gardenscapes . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Park Master . Fishdom .

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Q1 Games by Worldwide Downloads 18 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Worldwide

Ruby Game Studio emerged as another Hunter Assassin . competitor in the hyper-casual space with the Garena Free Fire . top game on Google Play, Hunter Assassin. Johnny Trigger . This was the publisher’s first title to find success Brain Out . PUBG Mobile . of this magnitude and the game accounts for Subway Surfers . nearly 90 percent of Ruby Game Studio’s total Woodturning . installs to date. Gardenscapes . Draw Climber . Garena Free Fire was among the top three Sand Balls . games on Google Play for six straight WormsZone.io . quarters. Its downloads increased by about 6 Fun Race 3D . percent year-over-year in 1Q20. Candy Crush . Rescue Cut . Note Regarding Download Estimates My Talking Tom 2 . Our estimates include worldwide daily download totals for Ludo King . Google Play for Jan. 1 through Mar. 31, 2020. We report unique Tiles Hop . installs only (one download per User). Google preinstalled apps Brain Test . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all 8 Ball Pool . app versions, ex: Facebook and Facebook Lite. Ice Cream Inc. .

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Q1 Games by Worldwide Downloads 19 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - United States

App Store Google Play Call of Duty: Mobile was the top U.S. game Woodturning . when it launched last quarter with more than Brain Test . 30 million downloads. While install totals Johnny Trigger . dropped off substantially, it still ranked at Draw Climber . Park Master . No. 6 in 1Q20. Call of Duty: Mobile . ID Please . The rest of the top 10 games were all new to Dentist Bling . the top 10. The popularity of hyper-casual Slap Kings . games created significant turnover in the top Sort It 3D . charts as players transitioned from one hyper- Roblox . casual viral hit to the next. Brain Out . Blendy . Pull the Pin . Note Regarding Download Estimates Soap Cutting . Our estimates include worldwide downloads for iPhone, Epic Race 3D . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple Wood Shop . apps and Google pre-installed apps are excluded. We report Fishdom . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app Push'em All . versions, ex: Facebook and Facebook Lite. Gardenscapes .

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Q1 Games by U.S. Downloads 20 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - United States

iPhone iPad The iOS top charts were flooded with hyper- Brain Test . casual games such as Woodturning and Draw Woodturning . Climber from Voodoo and Park Master from Draw Climber . Kayac. Some notable exceptions to this trend Park Master . Sort It 3D . among the top 20 included Call of Duty: Mobile Dentist Bling . and Roblox. Johnny Trigger . Call of Duty: Mobile . Voodoo and Lion Studios had the most titles ID Please . among the top 20 with three games apiece. Slap Kings . Crazy Labs had two of the top games, led by Brain Out . Dentist Bling. Wood Shop . Roblox . Spiral Roll . Note Regarding Download Estimates Bubble Tea . Our estimates include worldwide daily download totals for Trivia.io . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Soap Cutting . are excluded. We report unique installs only (one download Epic Race 3D . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Blendy . Perfect Cream .

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Q1 Games by U.S. Downloads 21 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - United States

Roblox has been very consistent in recent Johnny Trigger . years, generating around 3 million U.S. Woodturning . installs on Google Play for each of the last 10 Brain Test . quarters. It ranked at No. 5 last quarter, Draw Climber . Roblox . following back-to-back quarters at No. 7. Blendy . Pull the Pin . Coin Master was the top game by U.S. revenue Slap Kings . on Google Play in Q1 2020. It also did well at Call of Duty: Mobile . acquiring new users, ranking among the top 20 Soap Cutting . by downloads in the quarter. Park Master . ID Please . Ice Cream Inc. . Gardenscapes . Note Regarding Download Estimates Brain Out . Our estimates include worldwide daily download totals for Tiles Hop . Google Play for Jan. 1 through Mar. 31, 2020. We report unique Epic Race 3D . installs only (one download per User). Google preinstalled apps Coin Master . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all Ink Inc. . app versions, ex: Facebook and Facebook Lite. Dentist Bling .

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Q1 Games by U.S. Downloads 22 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Europe

App Store Google Play Woodturning was the top game by European Woodturning . downloads in Q1 2020. Its nearly 27 million Brain Out . installs last quarter was more than any game Johnny Trigger . had in 4Q19 except for Call of Duty: Mobile. Draw Climber . Brain Test . Gardenscapes . Brawl Stars ranked as the No. 7 game for the Brawl Stars . third straight quarter. The downloads needed Hunter Assassin . to rank in that position has grown steadily PUBG Mobile . during that time, from around 12.7 million in Q3 Rescue Cut . 2019 to nearly 16 million in Q1 2020. Subway Surfers . Slap Kings . Ice Cream Inc. . Tiles Hop . Note Regarding Download Estimates Fishdom . Our estimates include worldwide downloads for iPhone, Epic Race 3D . iPad, and Google Play for Jan. 1 through Mar. 31, 2020. Apple Sand Balls . apps and Google pre-installed apps are excluded. We report Square Bird . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app Pull the Pin . versions, ex: Facebook and Facebook Lite. Roblox .

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Q1 Games by European Downloads 23 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Europe

iPhone iPad Playrix had a strong quarter in Europe on the Woodturning . App Store, with three games among the top Brain Out . 20. Gardenscapes (No. 9), Fishdom (10), and Draw Climber . Homescapes (14) each had around 3 million Brain Test . Johnny Trigger . downloads in the quarter. Slap Kings . Easy Game . Call of Duty: Mobile was particularly Magic Tiles 3 . successful in Europe in Q4 2019 with more Gardenscapes . than 25 million App Store downloads. No Fishdom . game surpassed 10 million installs last quarter. Dentist Bling . Brawl Stars . Perfect Cream . Homescapes . Note Regarding Download Estimates Spiral Roll . Our estimates include worldwide daily download totals for Call of Duty: Mobile . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple apps Soap Cutting . are excluded. We report unique installs only (one download ID Please . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Hunter Assassin . Paper.io 3D .

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Q1 Games by European Downloads 24 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Europe

Four of the top five games on Google Play Woodturning . were also among the top five on the App Johnny Trigger . Store, with Gardenscapes being the one Brain Out . exception. Top hyper-casual games were able to Draw Climber . Gardenscapes . find success on both platforms. Brawl Stars . Brain Test . PUBG Mobile ranked among the top 10 on Hunter Assassin . Google Play despite being outside of the top PUBG Mobile . 20 on the App Store. It did well in Turkey and Rescue Cut . Russia, with those two countries combining for Ice Cream Inc. . nearly 70 percent of its downloads in Europe for Subway Surfers . the quarter. Tiles Hop . Square Bird . Note Regarding Download Estimates Scary Teacher 3D . Our estimates include worldwide daily download totals for Epic Race 3D . Google Play for Jan. 1 through Mar. 31, 2020. We report unique Sand Balls . installs only (one download per User). Google preinstalled apps Slap Kings . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all Pull the Pin . app versions, ex: Facebook and Facebook Lite. Roblox .

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Q1 Games by European Downloads 25 Top Publishers © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Worldwide

App Store Google Play After Google passed Facebook to take the top Facebook . spot for the first time in more than five years Google . in 4Q19, Facebook edged past Google in Q1 ByteDance . 2020 by approximately 12 million installs Voodoo . . worldwide. AppLovin . Say Games . Voodoo bounced back after a lower fourth . quarter in 2019 with its best quarter to date. Crazy Labs . It surpassed 400 million downloads in a quarter Microsof . for the first time with 63 percent growth year- Outfit7 Limited . over-year. Miniclip . Playgendary . Good Job Games . Note Regarding Download Estimates InShot . Our estimates include worldwide downloads for iPhone, iPad, BabyBus . and Google Play for Jan. 1 through Mar. 31, 2020. Playrix . Apple apps and Google pre-installed apps are excluded. Azur Interactive . We report unique installs only. Android estimates do not include third-party stores. Amanotes . Amazon .

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Q1 Publishers by Worldwide Downloads 27 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Worldwide

iPhone iPad Tencent, the No. 2 publisher on the App Store Google . in Q1 2020, had its best quarter in two years. Tencent . Tencent’s video conferencing app, VooV Meeting, Voodoo . was its top app in the quarter as COVID-19 ByteDance . Facebook . necessitated consumers’ work from home. Alibaba Group . AppLovin . Google had its best month on the App Store in Microsof . March 2020 with nearly 103 million installs. Say Games . This was 26 percent higher than its previous NetEase . high of 81 million downloads in December 2019. Amazon . Crazy Labs . . Playgendary . Note Regarding Download Estimates Playrix . Our estimates include worldwide daily download totals for Easybrain . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple Zoom . apps are excluded. We report unique installs only (one Good Job Games . download per User). Electronic Arts . Outfit7 Limited .

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Q1 Publishers by Worldwide Downloads 28 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Worldwide

While Facebook and Google were still well Facebook . ahead of any other publisher on Google Play, Google . ByteDance closed the gap between it and ByteDance . Google in Q1 2020. ByteDance installs grew 63 Voodoo . Say Games . percent quarter-over-quarter, narrowing the gap AppLovin . between it and Google from 372 million Outfit7 Limited . downloads in Q4 2019 to less than 200 million Miniclip . last quarter. Crazy Labs . InShot . Miniclip rose from No. 19 in 4Q19 to No. 8 in Good Job Games . 1Q20. 8 Ball Pool, its top game, had a strong BabyBus . quarter. It was further boosted by Plague Inc. Microsof . Azur Interactive . Note Regarding Download Estimates YY . Our estimates include worldwide daily download totals for Playgendary . Google Play for Jan. 1 through Mar. 31, 2020. We report Playrix . unique installs only (one download per User). Google Amanotes . preinstalled apps are excluded. Android download estimates do not include third-party stores. Alibaba Group . Abishkking .

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Q1 Publishers by Worldwide Downloads 29 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - United States

App Store Google Play The top five publishers in the U.S. remained Google . the same as last quarter, led by Google, Voodoo . Voodoo, and AppLovin. Facebook and Amazon AppLovin . rounded out the top five. Facebook . Amazon . Microsof . Disney ranked at No. 6 in Q4 2019, propelled Crazy Labs . by the launch of Disney+ in the U.S. Disney+ Say Games . still accounted for more than 70 percent of ByteDance . Disney’s installs as it fell to No. 11 last quarter. Playgendary . Disney . Amanotes . Good Job Games . Playrix . Note Regarding Download Estimates Easybrain . Our estimates include worldwide downloads for iPhone, iPad, Popcore Games . and Google Play for Jan. 1 through Mar. 31, 2020. Zynga . Apple apps and Google pre-installed apps are excluded. Electronic Arts . We report unique installs only. Android estimates do not include third-party stores. Zoom . Rollic Games .

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Q1 Publishers by U.S. Downloads 30 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - United States

iPhone iPad Google was once again the top publisher on Google . the App Store in the U.S. with 16 percent Voodoo . growth quarter-over-quarter. Google AppLovin . Classroom was Google’s third app by downloads Facebook . Amazon . in Q1 2020 at 4.8 million installs, nearly three Microsof . times its total from Q4 2019. Crazy Labs . Say Games . Zoom, based in San Jose, CA, entered the top ByteDance . 20 for the first time at No. 13 last quarter. Playgendary . Only TikTok had more U.S. App Store installs in Disney . Q1 2020 than the Zoom app. Easybrain . Zoom . Zynga . Note Regarding Download Estimates Rollic Games . Our estimates include worldwide daily download totals for Popcore Games . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple Good Job Games . apps are excluded. We report unique installs only (one Playrix . download per User). Ubisof . Electronic Arts .

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Q1 Publishers by U.S. Downloads 31 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - United States

Voodoo passed AppLovin to regain the top Google . spot among games publishers in Q1 2020. Voodoo . Nearly all of AppLovin’s installs were from its AppLovin . games publishing branch, Lion Studios. Facebook . Crazy Labs . Amazon . A handful of other hyper-casual games Microsof . publishers were among the top 20 in the U.S., Say Games . including Crazy Labs, Say Games, Amanotes . Playgendary, and Good Job Games. These ByteDance . games continued to be very popular in the U.S. Playgendary . Playrix . Good Job Games . Outfit7 Limited . Note Regarding Download Estimates Miniclip . Our estimates include worldwide daily download totals for Disney . Google Play for Jan. 1 through Mar. 31, 2020. We report Popcore Games . unique installs only (one download per User). Google Samsung . preinstalled apps are excluded. Android download estimates do not include third-party stores. Zynga . Electronic Arts .

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Q1 Publishers by U.S. Downloads 32 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - Europe

App Store Google Play Following four down quarters, Voodoo had its Google . best quarter yet in Q1 2020. Its downloads Voodoo . grew 84 percent vs. the prior quarter and it Facebook . moved past Facebook, AppLovin, and Say AppLovin . Say Games . Games to No. 2 in 1Q20. Microsof . Crazy Labs . ByteDance entered the top 10 in Europe for ByteDance . the first time. Nearly 90 percent of its Outfit7 Limited . downloads in the region were from TikTok, the Playrix . No. 1 app in Europe in the quarter. Playgendary . Yandex . Miniclip . Good Job Games . Note Regarding Download Estimates Abishkking . Our estimates include worldwide downloads for iPhone, iPad, Amanotes . and Google Play for Jan. 1 through Mar. 31, 2020. Easybrain . Apple apps and Google pre-installed apps are excluded. Azur Interactive . We report unique installs only. Android estimates do not include third-party stores. Amazon . Mail.Ru .

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Q1 Publishers by European Downloads 33 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Europe

iPhone iPad Eight of the top 20 largest App Store Google . publishers in Europe are based in the U.S. This Voodoo . included four of the top five, led by Google, Facebook . Facebook, and AppLovin. AppLovin . Microsof . Say Games . Netflix continued its expansion into Europe ByteDance . with 6 percent download growth year-over- Crazy Labs . year on the App Store. It ranked among the top Amazon . 20 at No. 19. Easybrain . Playgendary . Playrix . Yandex . Good Job Games . Note Regarding Download Estimates Miniclip . Our estimates include worldwide daily download totals for Electronic Arts . iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple Ubisof . apps are excluded. We report unique installs only (one Eyewind . download per User). Netflix . Zoom .

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

Q1 Publishers by European Downloads 34 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Europe

Voodoo’s European installs on Google Play Google . nearly doubled quarter-over-quarter, Voodoo . propelling it to the No. 2 ranking in 1Q20. Its Facebook . largest markets for the quarter included Russia, AppLovin . Say Games . Turkey, and Germany. Crazy Labs . Outfit7 Limited . Fitness app publisher Abishkking had a strong Microsof . quarter as shelter-in-place orders boosted Playrix . installs for home workout apps. It had more ByteDance . than 14 million European downloads on Google Miniclip . Play in March, after never surpassing 10 million Playgendary . in any prior month. Yandex . Abishkking . Note Regarding Download Estimates Azur Interactive . Our estimates include worldwide daily download totals for Good Job Games . Google Play for Jan. 1 through Mar. 31, 2020. We report Amanotes . unique installs only (one download per User). Google InShot . preinstalled apps are excluded. Android download estimates do not include third-party stores. Mail.Ru . Easybrain .

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

Q1 Publishers by European Downloads 35 Top Categories © 2020 Sensor Tower Inc. - All Rights Reserved App Store

+34.9% Q1 2019 Q1 2020 3.0B Games downloads on the App Store reached nearly 3 billion, an all-time high. Games installs had hovered between 2 and 2.5 billion

2.5B for each of the prior 10 quarters.

Other top categories including Entertainment, Utilities, and Social 2.0B Networking also had strong growth of more than 20 percent year-over-year. This was well above the overall growth among non-game 1.5B 2.97B categories at 11.4 percent Y/Y.

2.20B 1.0B Note Regarding Download Estimates +16.7% Our estimates include worldwide daily download totals for +27.5% +22.7% iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple +22.1% 500M apps are excluded. We report unique installs only (one download per User). 665M 570M 626M 491M 553M 484M 451M 396M

0 Games Photo & Video Entertainment Utilities Social Networking

Q1 Categories by Worldwide Downloads 37 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play

Q1 2019 Q1 2020 12B Game downloads also reached an all-time high on Google Play, surpassing 10 billion for +38.8% the first time. This was more than 1.5 billion

10B higher than the category’s previous best seen in Q3 2019.

Meanwhile, Entertainment downloads 8B decreased 17.8 percent Y/Y. This was still a positive turn compared to last quarter when downloads dipped below 1 billion for the first 6B time since 2017, and was 21 percent growth 10.35B quarter-over-quarter.

4B 7.46B Note Regarding Download Estimates Our estimates include worldwide daily download totals for Google Play for Jan. 1 through Mar. 31, 2020. We report 2B +5.5% unique installs only (one download per User). Google -17.8% +9.2% +0.7% preinstalled apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate 1.47B 1.55B 1.47B 1.21B 1.05B 1.15B 1.06B 1.07B installs of all app versions, ex: Facebook and Facebook Lite. 0 Game Tools Entertainment Social Communication

Q1 Categories by Worldwide Downloads 38 Top Countries © 2020 Sensor Tower Inc. - All Rights Reserved Overall

App Store Google Play The U.S. and Brazil had strong download India growth year-over-year at 17.6 and 27.1 percent, respectively. India, the top market U.S. worldwide, lagged at 8.4 percent.

Brazil The only movement among the top 10 since 4Q19 quarter was Vietnam passing Japan to Russia take the No. 8 spot. Vietnam’s installs grew 39 percent quarter-over-quarter compared to just Indonesia 8.5 percent growth for Japan.

Mexico

Turkey Note Regarding Download Estimates

Vietnam Our estimates include worldwide daily download totals for the App Store and Google Play for Jan. 1 through Mar. 31, 2020. Apple apps and Google pre-installed apps are excluded. We Japan report unique installs only (one download per User).

Great Britain As Google Play is not available in China, we have excluded the country from this chart. 0 1B 2B 3B 4B 5B 6B

Q1 Countries by Downloads 40 © 2020 Sensor Tower Inc. - All Rights Reserved App Store

Q1 2019 Q1 2020 3.0B China had its highest quarter for downloads since Q3 2017. Categories such as Business, +29.9% Education, and Games saw a large download 2.5B increase during the spread of COVID-19.

+24.8% The U.S. also saw download growth 2.0B accelerate during the coronavirus pandemic. Download growth was at 24.8 percent year-over- year in Q1 2020, compared to 12.7 percent Y/Y 1.5B growth for Q4 2019. Top growing categories 2.60B included News, Education, and Business.

2.12B 1.0B 2.01B 1.69B Note Regarding Download Estimates Our estimates include worldwide daily download totals for +8.6% 500M +20.5% iPhone and iPad for Jan. 1 through Mar. 31, 2020. Apple +9.1% apps are excluded. We report unique installs only (one 413M 448M download per User). 286M 344M 264M 288M 0

China U.S. Japan Great Britain Russia

Q1 Countries by Downloads 41 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play

Q1 2019 Q1 2020 6B Four of the top five markets on Google Play saw downloads decrease quarter-over-

+8.0% quarter in Q4 2019, with Russia as the lone 5B exception. All of these countries bounced back in Q1 2020 with strong growth of 8 percent or greater. 4B Brazil had particularly high growth in Q1 2020 at 25.9 percent year-over-year. It surpassed 2 3B billion downloads on Google Play for the first

5.07B +25.9% time last quarter. 4.70B

2B +8.4% +10.4% +15.3% Note Regarding Download Estimates Our estimates include worldwide daily download totals for 2.32B 1B 1.85B Google Play for Jan. 1 through Mar. 31, 2020. We report 1.34B 1.45B 1.29B 1.42B unique installs only (one download per User). Google 1.10B 1.27B preinstalled apps are excluded. Android download estimates do not include third-party stores. Figures represent aggregate 0 installs of all app versions, ex: Facebook and Facebook Lite.

India Brazil U.S. Indonesia Russia

Q1 Countries by Downloads 42 Stories of the Quarter © 2020 Sensor Tower Inc. - All Rights Reserved Stories of the Quarter: 1. Impact of COVID-19 Could your business benefit from The spread of COVID-19 created an instant shift for app economies around the globe. The impact varied by country, as different methods to control the spread of the virus were access to Store Intelligence insights rolled out. and the highly accurate data used to

● COVID-19 led to a significant increase in downloads in some countries. By two weeks build this report? See the fastest following the country’s 200th confirmed case, downloads in the China, Italy, Spain, and growing apps and publishers by the U.S. were more than 40 percent higher than their pre-coronavirus levels. downloads or revenue. ● The impact of COVID-19 was greater on Apple’s App Store than on Google Play. For most countries, the App Store growth was about 50 percent higher than Google Play’s. ● Although app revenue did not see nearly the lift that downloads experienced, revenue in some countries increased by more than 10 percent following the impact of COVID-19. REQUEST DEMO

Impact of COVID-19 44 © 2020 Sensor Tower Inc. - All Rights Reserved Download Growth by Country

China South Korea Japan Italy U.S. Germany Spain 80% New apps became necessities as consumers adjusted to their new lifestyles during quarantines and shelter-in-place orders in response to COVID-19. Installs for video 60% conferencing, education, and news apps spiked. Week 0 Week 0 starts with the day of the country’s 200th confirmed Dec. 2018 case of COVID-19 The timing of the spread of the coronavirus varied by country, as did the measures taken 40% to control the spread. Impacts on the app economy were also quite different, with China seeing growth of more than 60 percent while 20% South Korea never topped 20 percent.

Note Regarding Growth Estimates Country data is normalized around average downloads 0% during the weeks prior to the coronavirus outbreak. Week 0 starts with the day the country had its 200th confirmed case of COVID-19. China data is App Store only, while all other countries include App Store and Google Play.

-20% -5 -4 -3 -2 -1 0 1 2 3 4 5 6 7 8 9 Week

Weekly Downloads Following COVID-19 45 © 2020 Sensor Tower Inc. - All Rights Reserved Download Growth by Store

60% On average, the impact of COVID-19 on app

Total installs peaked about 2-3 weeks following a App Store country’s 200th case. Installs reached more Google Play 50% 49% than 40 percent above their previous levels.

45% The impact of the coronavirus was higher on 41% 41% Apple’s App Store than on Google Play. The 40% 38% App Store’s growth was about 50 to 65 percent 34% higher than that on Google Play from two to four

31% 30% weeks following the country’s 200th case. 30% 29% 26% 25%

20% 20% Note Regarding Growth Estimates Data is aggregated for nine countries (China, South Korea, Italy, Japan, France, Germany, Spain, the U.S., and Great 10% Britain). Data is normalized around average downloads 7% 7% during the weeks prior to the coronavirus outbreak. Week 0 4% starts with the day the country had its 200th confirmed case

2% 1% of COVID-19. 0% 0% Week -1 Week 0 Week 1 Week 2 Week 3 Week 4

Weekly Downloads Following COVID-19 46 © 2020 Sensor Tower Inc. - All Rights Reserved Country Summary

Date of 200th App Store App Store Google Play Google Play All countries had higher download growth on Country Confirmed Case of Download Revenue Download Revenue the App Store following the spread of COVID-19 Growth +30D Growth +30D Growth +30D Growth +30D COVID-19, with the exception of Spain. For China January 21, 2020 45% 12% - - many countries, the growth on the App Store was 50 percent higher than that on Google Play. South Korea February 21, 2020 19% 0% 12% 2%

The impact of the coronavirus on revenue was Italy February 25, 2020 51% 16% 31% 9% more subdued. Some countries like Italy,

Japan February 28, 2020 24% 7% 13% 4% France, Spain, and China saw double digit revenue growth on the App Store in the 30 days France March 4, 2020 34% 13% 19% 10% following the country’s 200th case, while South Korea and Great Britain saw little to no growth. Germany March 5, 2020 24% 5% 17% 1%

Note Regarding Growth Estimates Spain March 6, 2020 36% 13% 41% 8% Growth is calculated comparing the 30 days following each country’s 200th confirmed case of COVID-19 vs. the United States March 7, 2020 33% 7% 20% 0% prior 30 days.

Great Britain March 8, 2020 30% 3% 22% 0%

Growth Following COVID-19 47 © 2020 Sensor Tower Inc. - All Rights Reserved Stories of the Quarter: 2. Shifts in Non-Gaming Could your business benefit from The app ecosystem was shifted dramatically by COVID-19. Many types of apps saw huge boosts, including video conferencing, education, news, food delivery, and many more. access to Store Intelligence insights Meanwhile, apps for travel, navigation, sports, and rideshare struggled. and the highly accurate data used to

● Business and Education app downloads more than doubled following the build this report? See the fastest coronavirus outbreak across nine major markets studied. News, Social Networking, growing apps and publishers by and Books also saw growth of more than 50 percent versus pre-coronavirus averages. downloads or revenue. ● Growth varied by country. Business apps did particularly well in Europe, while News apps had strong growth in the U.S. and Games did well in China. ● Some apps were able to achieve huge growth. Zoom, DingTalk, and Hangouts Meet were the top growing apps in the U.S., China, and Italy, respectively. REQUEST DEMO

Shifts in Non-Gaming 48 © 2020 Sensor Tower Inc. - All Rights Reserved Category Growth

The coronavirus reshaped the app ecosystem, Business 128.8% Education 125.5% as categories such as Business, Education, News 86.7% and News saw huge growth, while Travel, Social Networking 61.4% Navigation, and Sports experienced declines. Books 54.5% Games 49.7% Games saw nearly 50 percent growth Medical 49.1% Entertainment 48.1% following COVID-19. China contributed more Health & Fitness 41.8% than half of this growth among the nine Productivity 33.2% countries used in this analysis. Photo & Video 25.8% Reference 24.9% Shopping 18.4% Utilities 16.6% Music 13.3% Food & Drink 4.1% Note Regarding Growth Estimates Lifestyle 0.1% Data is from the App Store only. Data is aggregated for nine Weather -3.8% countries (China, South Korea, Italy, Japan, France, Finance -16.1% Germany, Spain, the U.S., and Great Britain). Growth is Sports -25.1% calculated comparing the 30 days following each country’s Navigation -29% 200th confirmed case of COVID-19 vs. the prior 30 days. Travel -52.8%

-60% -40% -20% 0% 20% 40% 60% 80% 100% 120% 140%

App Store Growth Following COVID-19 49 © 2020 Sensor Tower Inc. - All Rights Reserved Category Growth by Country

Business apps saw growth across all of the Education 157% News 121% countries studied. Growth was particularly Business 157% Education 116% Games 89% Business 115% strong in Europe, including 349 percent growth China News 74% U.S. Books 86% in Italy and 175 percent in Spain. Entertainment 66% Social Networking 69%

Education, Social Networking, and News also Education 66% Business 349% Business 46% Social Networking 168% experienced substantial growth across most News 44% Education 119% markets. Meanwhile, Games ranked No. 3 by South Korea Health & Fitness 37% Italy Health & Fitness 112% Lifestyle 32% Productivity 84% growth in China at 89 percent.

Books 66% Social Networking 152% Entertainment 46% Business 149% Business 36% Health & Fitness 79% Japan Games 35% France Education 77% News 31% News 75% Note Regarding Growth Estimates Data is from the App Store only. Growth is calculated comparing the 30 days following each country’s 200th Business 175% Business 148% confirmed case of COVID-19 vs. the prior 30 days. Education 104% Medical 136% Medical 102% Social Networking 104% News 101% Spain Social Networking 101% Great Britain Books 79% Education 99%

App Store Growth Following COVID-19 50 © 2020 Sensor Tower Inc. - All Rights Reserved Top Growing Apps

Business Education Social Networking News All three countries had at least three Business Entertainment Productivity Shopping apps among their top 10 apps by download growth on the App Store and Google Play. Top United States China Italy Business apps included Zoom, Hangouts Meet,

Hangouts , DingTalk, and VooV Meeting. Zoom DingTalk 9.7M 13.0M Meet 1.4M

Google Xigua 6.4M Zoom Classroom 5.0M Video 1.2M Social Networking and Entertainment apps

Hangouts VooV also performed well as consumers looked for 4.9M 5.5M Skype 1.1M Meet Meeting new ways to connect and entertain WeChat News Break 4.7M 4.1M Houseparty Work 1.0M themselves. Houseparty did well in the U.S. and

CCTV Google Europe, and TikTok ranked among the top 10 by Houseparty 4.1M 3.8M 954K Video Classroom growth in the U.S. Microsof Microsof 3.1M Let's Play 3.0M 699K Teams 3.1M Teams Note Regarding Growth Estimates TikTok 3.2M3.0M Wesee 2.9M Meet 585K Data is from the App Store and Google Play. China data is App Store only. Growth is calculated comparing the 30 days SmartNews 2.9M3.0M WPS Office 2.6M WeSchool 553K following each country’s 200th confirmed case of COVID-19 Messenger Tencent 2.4M1.9M 2.4M 2.4M Edmodo 406K vs. the prior 30 days. Kids Classroom Cisco Google 1.8M1.8M Youpin 2.4M 2.4M Webex 363K 363K Duo Meetings 0 4M 8M 12M 16M 0 2M 4M 6M 8M 10M 0 500K 1.0M 1.5M

Download Growth Following COVID-19 51 © 2020 Sensor Tower Inc. - All Rights Reserved Zoom Downloads

U.S. India Indonesia Vietnam France China 6M Zoom was the No. 6 non-game app by downloads in Q1 2020 with 80 million installs in the quarter. It had only 7 million downloads ZOOM in the previous quarter. 5M Zoom

Zoom’s downloads skyrocketed in the U.S. at Dec. 2018 4M the end of March. However, the U.S. actually accounted for a smaller share of Zoom’s downloads in Q1 2020 versus Q4 2019. The U.S.

3M share fell from 24 percent in 4Q19 to 16 percent in 1Q20, while other markets such as India, Indonesia, and Vietnam gained market share.

2M Note Regarding Download Estimates Our estimates include worldwide daily download totals for the App Store and Google Play. China data is App Store only. 1M

0 1/6/20 1/13/20 1/20/20 1/27/20 2/3/20 2/10/20 2/17/20 2/24/20 3/2/20 3/9/20 3/16/20 3/23/20 Week

Weekly Downloads by Country 52 © 2020 Sensor Tower Inc. - All Rights Reserved Stories of the Quarter: 3. Gaming Trends Could your business benefit from Q1 2020 marked the largest quarter for games downloads ever with 13 billion installs across the App Store and Google Play, more than 2 billion installs higher than the previous best. access to Store Intelligence insights COVID-19 also made an impact on game downloads—and, to a lesser extent game revenue— and the highly accurate data used to in Q1 2020. build this report? See the fastest ● Game downloads in China grew 89 percent in the 30 days after its 200th case of growing apps and publishers by COVID-19. Revenue in the country grew by 12 percent over the same period. downloads or revenue. ● Games that helped connect people remotely benefitted during shelter-in-place orders. For example, words games including Words With Friends 2 and Scrabble Go saw large download spikes, while sandbox games such as Roblox and Minecraft were among the top growing apps by U.S . revenue. REQUEST DEMO

Gaming Trends Following COVID-19 53 © 2020 Sensor Tower Inc. - All Rights Reserved Quarterly Game Downloads

App Store Google Play Game downloads across both platforms grew 14B by more than 2 billion quarter-over-quarter in Q1, by far the largest quarter-over-quarter 12B jump in years. Game downloads increased during the spread of COVID-19 and were especially high in March 2020. 10B

Google Play’s game downloads grew 38 10.3B 8B percent year-over-year to 10.3 billion, while the App Store had 35 percent Y/Y growth to 8.7B 8.6B 8.2B 7.8B nearly 3 billion. This growth represented record 6B 7.1B 7.2B 7.5B 7.0B 7.0B 7.2B 6.8B 6.8B 6.3B 6.4B amounts for both stores. 5.7B 5.5B 4B Note Regarding Download Estimates Our estimates include worldwide daily download totals for the App Store and Google Play for Jan. 1 through Mar. 31, 2020. 2B 3.0B Apple apps and Google pre-installed apps are excluded. We 2.3B 2.4B 2.3B 2.4B 2.3B 2.1B 1.9B 2.1B 1.9B 2.1B 1.9B 2.1B 2.1B 2.1B 2.2B 2.3B report unique installs only (one download per User).

0

Q1 2016 Q2 2016 Q3 2016 Q4 2016 Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020

App Store and Google Play 54 © 2020 Sensor Tower Inc. - All Rights Reserved Game Downloads

30 Days Before 30 Days Afer Mobile game downloads in the China nearly

422M doubled in the 30 days following the U.S. U.S. 542M +29% country’s 200th confirmed case. A few other 162M countries also saw large growth, including Spain China China 305M +89% (51%), Italy (36%), and Japan (32%). 84M Great Britain Great Britain 103M +22% In the U.S., growth was also strong at 29 78M France percent. Across both platforms there were 120 France 97M +24% million more game installs in the 30 days 75M Germany following the country’s 200th confirmed case of 89M +18% Germany COVID-19 versus the prior 30 days. 62M Japan Japan 82M +32% 55M Italy Note Regarding Download Estimates 75M +36% Italy Growth is calculated comparing the 30 days following 57M each country’s 200th confirmed case of COVID-19 vs. the South Korea South Korea 67M +17% prior 30 days. China data is App Store only, while all

43M other countries include App Store and Google Play. Spain Spain 66M +51%

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

Download Growth Following COVID-19 55 © 2020 Sensor Tower Inc. - All Rights Reserved Game Revenue

30 Days Before 30 Days Afer While growth was more muted, game revenue

$1.5B increased in each of the nine countries U.S. U.S. $1.6B +8% studied amid COVID-19. Three European $1.2B countries led the way including France (15%), Japan Japan $1.3B +6% Italy (14%), and Spain (13%), with China right $1.1B behind at 12%. China China $1.2B +12% $369M South Korea The U.S. and Japan saw modest growth of 8 South Korea $378M +2% percent and 6 percent, respectively. As $146M Germany revenue growth typically lags downloads, it will $151M +4% Germany interesting to see if growth accelerates in the $121M Great Britain coming months. Great Britain $126M +5%

$79M $79M France Note Regarding Revenue Estimates $91M $91M +15% France Our revenue estimates capture gross revenue, including $36M$36M the cut taken by Apple or Google. Growth is calculated Italy Italy $41M$41M +14% comparing the 30 days following each country’s 200th

$22M$22M confirmed case of COVID-19 vs. the prior 30 days. China Spain data is App Store only, while all other countries include Spain $25M$25M +13% App Store and Google Play. $0 $200M $400M $600M $800M $1.0B $1.2B $1.4B $1.6B $1.8B

Revenue Growth Following COVID-19 56 © 2020 Sensor Tower Inc. - All Rights Reserved U.S. Download Growth

Word Game Other Game Two words games, Words With Friends 2 and Scrabble Go, were among the top apps by U.S. Perfect Cream 4.9M download growth amid COVID-19. These titles

Ultimate Disc 4.7M enable consumers to connect with their friends and family from afar. Spiral Roll 4.5M These games ranked well even compared to Save The Girl 3.6M the top hyper-casual games from the period. Words With Nintendo’s Animal Crossing: Pocket Camp also 2.7M Friends 2 was just outside the top 10 at No. 11, with this

Join Clash 3D 2.7M growth attributable to the debut of the series’ first Nintendo Switch installment. Blend It 3D 2.7M

Note Regarding Download Estimates Sharpen Blade 2.5M Growth is calculated comparing the 30 days following each country’s 200th confirmed case of COVID-19 vs. the Scrabble Go 2.0M prior 30 days.

Brain Test 2.0M

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

Top U.S. Games Following COVID-19 57 © 2020 Sensor Tower Inc. - All Rights Reserved Top U.S. Word Games

Word games with a social focus saw huge 1.2M WWF 2 Scrabble GO Scrabble Heads Up! Wordscapes Word Crush Word Collect growth, including Words With Friends 2 and

Words W/ Friends 2 Heads Up. Scrabble Go from Scopely replaced +1,156% 1.0M Scrabble from Electronic Arts and was immediately successful, ranking as the No. 2 word game in the U.S. in March.

800K Other word games with a less significant social component still saw growth in March, 600K Scrabble GO but well behind that of games like Words With N/A Friends 2. Wordscapes grew 31 percent between

Heads Up! the week of February 24 to March 23. 400K 1,065% Wordscapes +31% Note Regarding Download Estimates Word Crush +144% Our estimates include worldwide daily download totals for the 200K Word Collect App Store and Google Play for Jan. 1 through Mar. 31, 2020. We +45% report unique installs only (one download per User). Growth percentages are calculated comping the week of Mar. 23, 2020 Scrabble vs. the week of Feb. 24, 2020. 0 -100%

1/6/20 1/13/20 1/20/20 1/27/20 2/3/20 2/10/20 2/17/20 2/24/20 3/2/20 3/9/20 3/16/20 3/23/20

Weekly Downloads in Q1 2020 58 © 2020 Sensor Tower Inc. - All Rights Reserved U.S. Revenue Growth

Sandbox Game Other Game Games that saw the most U.S. revenue growth following the shelter-in-place orders included Roblox $11.8M Roblox and Minecraft. These titles have options

PUBG Mobile $10.2M for friends to play together remotely.

The Seven $8.6M Deadly Sins Interactive story games also saw strong growth during shelter-in-place. Episode Episode $3.2M ranked No. 4 by revenue growth, with Chapters (13) and Choices (22) also among the top 25. Jackpot Party $3.1M

Call of Duty: $2.7M Mobile

Minecraf $2.6M

Note Regarding Revenue Estimates Fishdom $2.5M Our revenue estimates capture gross revenue, including the cut taken by Apple or Google. Growth is calculated Dragon Raja $2.4M comparing the 30 days following each country’s 200th confirmed case of COVID-19 vs. the prior 30 days. Homescapes $2.4M

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

Top U.S. Games Following COVID-19 59 © 2020 Sensor Tower Inc. - All Rights Reserved Roblox U.S. Metrics

Downloads Revenue Shelter-in-place and school closures in the 250K Downloads 7 Day Average Revenue 7 Day Average $2.5M U.S. drastically changed Roblox’s download and revenue trends. By mid-march, the impact Roblox Weekly Trend Downloads and revenue peak of weekly trends on downloads and revenue Roblox Corporation during the weekends and 200K decreased mid-week $2.0M decreased dramatically as weekly school and work patterns were disrupted.

150K $1.5M Roblox’s weekly U.S. revenue was around $8 to 9 million in February. It approached $12 million by the end of March. Revenue Downloads 100K $1.0M

Note Regarding Download and Revenue Estimates

50K $500K Our estimates include worldwide daily download and revenue totals for the App Store and Google Play for Feb. 1 through Mar. 31, 2020. Apple apps and Google pre-installed apps are excluded. We report unique installs only (one download per User). Our revenue estimates capture gross revenue, including 0 $0 the cut taken by Apple or Google.

2/1/20 2/8/20 2/15/20 2/22/20 2/29/20 3/7/20 3/14/20 3/21/20 3/28/20

Daily Downloads and Revenue 60 © 2020 Sensor Tower Inc. - All Rights Reserved Sensor Tower Solutions

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