Q4 2019 Store Intelligence Data Digest © 2020 Sensor Tower Inc. - All Rights Reserved Executive Summary: Highlights Worldwide app downloads totaled 28.7 billion in The biggest story of Q4 2019 was the launch of 4Q19, a 4.7% year-over-year increase. 2019 full Disney+, which quickly became the top year downloads grew 9.1% to 114.9B, including downloaded app in the U.S. It had more than 30 30.6B on the App Store and 84.3 from Google Play. million U.S. downloads in the quarter. For the first time in more than five years, Google TikTok ended the year as the No. 2 app by global passed Facebook to become the top mobile downloads behind WhatsApp. India was publisher by worldwide downloads. It had 841M responsible for nearly 45% of TikTok’s first-time first-time downloads in 4Q19, up 27.6% Y/Y. downloads in 2019. 2 © 2020 Sensor Tower Inc. - All Rights Reserved Table of Contents: Topics Covered The Q4 2019 Store Intelligence Data Digest offers analysis on the latest mobile trends: Top Charts for the Quarter 2019 Year in Review 5. Market Overview: 36. Top Categories: 43. 2019 Year in Review: Worldwide year-over-year download A look at year-over-year growth for the Top apps, games, publishers, new apps, growth for the App Store and Google Play top categories on both app stores and new games globally in 2019 6. Top Apps: 39. Top Countries: 51. Disney+: Top non-game apps globally, in the U.S., The countries that had the most installs A look at where Disney+’s launch places it and in Europe in the quarter and a look at Y/Y growth among top SVOD apps in the U.S. 16. Top Games: 56. TikTok: Top mobile games by downloads across Download and revenue trends for the App Store and Google Play ByteDance’s social video phenomenon 26. Top Publishers: 60. Console Games Storm Mobile: Top publishers of mobile apps and games Call of Duty: Mobile and Mario Kart Tour worldwide, in the U.S., and in Europe launches compared to other top games 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 October 1, 2018 through December 31, 2019. 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: Q4 2019 Worldwide Download Growth Worldwide App Store and Worldwide App Store Worldwide Google Play Google Play Downloads Downloads Downloads 35B 35B 35B +4.7% 30B 30B 30B 25B 25B 25B +3.5% 20B 20B 20B 15B 15B 15B 27.4B 28.7B 10B 10B +7.9% 10B 20.1B 20.9B 5B 5B 5B 7.2B 7.8B 0 0 0 Q4 2018 Q4 2019 Q4 2018 Q4 2019 Q4 2018 Q4 2019 28.7 Billion 7.8 Billion 20.9 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 downloads reached an all-time high WhatsApp . in Q4 2019 with nearly 220 million installs. TikTok . Facebook . This represented a 24% increase over Q3 Messenger . 2019 and 6% growth Y/Y. Instagram . SHAREit . WhatsApp remained on top this quarter, Likee . leading four Facebook-owned apps in the YouTube . top five. WhatsApp experienced a huge Club Factory . growth of 39% Q/Q in 4Q19, after decreased Snapchat . downloads in the previous four quarters. UC Browser . Spotify . Netflix . Wish . Note Regarding Download Estimates YouTube Music . Our estimates include worldwide downloads for iPhone, Google Pay for India . iPad, and Google Play for Oct. 1 through Dec. 31, 2019. Apple Amazon . apps and Google pre-installed apps are excluded. We report Telegram . 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. PicsArt . 0 50M 100M 150M 200M 250M 300M Q4 Apps by Worldwide Downloads 7 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Worldwide iPhone iPad Disney+ was the No. 9 app by worldwide TikTok . downloads in Q4 2019. It achieved this YouTube . Instagram . despite launching well into the quarter on WhatsApp . November 12. Facebook . Messenger . Google had six of the top 20 App Store apps Google Maps . in the quarter, including YouTube, Google Jianying Vlog . Maps, Gmail, and Google Chrome. Google Disney+ . was the top publisher by App Store Taobao . downloads in 4Q19. Gmail . Netflix . PinDuoDuo . Spotify . Note Regarding Download Estimates Google Chrome . Our estimates include worldwide daily download totals for Snapchat . iPhone and iPad for Oct. 1 through Dec. 31, 2019. Apple apps Amazon . are excluded. We report unique installs only (one download YouTube Music . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Twitter . Google . 0 5M 10M 15M 20M 25M 30M 35M 40M 45M 50M Q4 Apps by Worldwide Downloads 8 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Worldwide TikTok climbed to the No. 2 spot on Google WhatsApp . Play in Q4 2019, its highest ranking yet. TikTok . Facebook . 27% Q/Q growth boosted it past Messenger Messenger . for the first time. Instagram . SHAREit . Club Factory continued its meteoric rise to Likee . reach the top 10, after ranking No. 20 in Club Factory . 3Q19. Only WhatsApp and TikTok had more Snapchat . downloads in India during 4Q19. UC Browser . Google Pay for India . YouTube . Helo . Spotify . Note Regarding Download Estimates Wish . Our estimates include worldwide daily download totals for Netflix . Google Play for Oct. 1 through Dec. 31, 2019. 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 Music . app versions, ex: Facebook and Facebook Lite. Digital Wellbeing . 0 50M 100M 150M 200M 250M 300M Q4 Apps by Worldwide Downloads 9 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - United States App Store Google Play The launch of Disney+ in mid-November Disney+ . was unprecedented in the U.S. Its 31 million TikTok . Messenger . downloads in Q4 2019 was more than double Facebook . the total for the next closest app, TikTok. YouTube . Netflix . The holidays had an impact on U.S. Instagram . download trends in Q4 2019, with Black Amazon . Friday and Christmas providing boosts to Snapchat . top shopping apps. Walmart and Amazon Spotify . Alexa reached the top 20 for the first time WhatsApp . Hulu . since Q4 2018. Cash App . Gmail . Note Regarding Download Estimates Walmart . Our estimates include worldwide downloads for iPhone, DoorDash . iPad, and Google Play for Oct. 1 through Dec. 31, 2019. Apple Google Maps . apps and Google pre-installed apps are excluded. We report Amazon Prime Video . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app Amazon Alexa . versions, ex: Facebook and Facebook Lite. Pandora . 0 5M 10M 15M 20M 25M 30M 35M 40M Q4 Apps by U.S. Downloads 10 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - United States iPhone iPad Disney+ was also the top app on the App Disney+ . Store in the U.S. It ended YouTube’s four- TikTok . YouTube . quarter run at No. 1. Gmail . Netflix . TikTok downloads on the U.S. App Store Messenger . grew 83% Y/Y to nearly 10 million in 4Q19. Facebook . TikTok has shifted focus from Google Play to Amazon . the App Store in recent quarters: 66% of U.S. Instagram . installs were from the App Store, with 34% Spotify . from Google Play in 4Q19. The App Store Google Maps . Hulu . comprised only 36% of installs in 4Q18. Cash App . DoorDash . Note Regarding Download Estimates Snapchat . Our estimates include worldwide daily download totals for Google Chrome . iPhone and iPad for Oct. 1 through Dec. 31, 2019. Apple apps Walmart . are excluded. We report unique installs only (one download WhatsApp . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Amazon Prime Video . Venmo . 0 2M 4M 6M 8M 10M 12M 14M 16M 18M 20M Q4 Apps by U.S. Downloads 11 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - United States Disney+ had more than 12 million U.S. Disney+ . installs in Q4 2019. No app had surpassed 10 Messenger . TikTok . million U.S. downloads on Google Play in a Facebook . quarter since Messenger in 2017. Snapchat . Instagram . Walmart had its best quarter in the U.S. on Netflix . Google Play, reaching the top 10. Its 6.9 WhatsApp . million downloads were a 14% increase Y/Y. Amazon . Walmart . Spotify . Pandora . Cash App . Hulu . Note Regarding Download Estimates Wish . Our estimates include worldwide daily download totals for Lucky Go . Google Play for Oct. 1 through Dec. 31, 2019.