Q3 2020 Store Intelligence Data Digest © 2020 Sensor Tower Inc. - All Rights Reserved Executive Summary: Highlights Global app downloads reached 36.4 billion in U.S. mobile game spending reached a record $6 3Q20, an increase of 22.8 percent year-over-year. billion in 2Q20, and followed up with another App Store installs grew 2.5 percent to 8.2 billion, $5.8 billion in Q3. This strong growth seen amid while Google Play grew 30.3 percent to 28.2 billion. COVID-19 was present across top game genres. Remote learning apps have become more The return of sports helped Sports category apps important than ever amid COVID-19. bounce back from a slow second quarter. U.S. Education app downloads in August and Downloads for many top sports apps approached September reached 90 percent of their March peak. near pre-COVID-19 levels in 3Q20. 2 © 2020 Sensor Tower Inc. - All Rights Reserved Table of Contents: Topics Covered The Q3 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. U.S. Mobile Gaming is Booming: Worldwide year-over-year download A look at year-over-year growth for the Mobile games across top genres have growth for the App Store and Google Play top categories on both app stores achieved record revenue totals in the U.S. 6. Top Apps: 39. Top Countries: 50. Rise of Remote Learning: Top non-game apps globally, in the U.S., The countries that had the most installs A look at the impact of the new school and in Europe in the quarter and a look at year-over- year during COVID-19 16. Top Games: year growth 54. Sports Return to Action: Top mobile games by downloads across A study of how Sports apps have bounced the App Store and Google Play back in the U.S. and Europe 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 provided in 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 build this report? See the fastest download estimates for January 1, 2015 through September 30, 2020. ● Download estimates presented are on a per-user basis, meaning that growing apps and publishers by 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: Q3 2020 Worldwide Download Growth Worldwide App Store and Worldwide App Store Worldwide Google Play Google Play Downloads Downloads Downloads 40B +22.8% 40B 40B 35B 35B 35B +30.3% 30B 30B 30B 25B 25B 25B 20B 20B 20B 36.4B 15B 29.6B 15B 15B 28.2B +2.5% 10B 10B 10B 21.6B 5B 5B 8.0B 8.2B 5B 0 0 0 Q3 2019 Q3 2020 Q3 2019 Q3 2020 Q3 2019 Q3 2020 36.4 Billion 8.2 Billion 28.2 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 regained the top spot for global TikTok . downloads in Q3 2020 despite being banned Facebook . in India during the quarter. After surpassing Zoom . 300M downloads in both Q1 and Q2 2020, its WhatsApp . Instagram . installs dipped under 200M in Q3. Google Meet . Snack Video . Snack Video, Kuaishou’s short video app, Messenger . took advantage of TikTok’s absence in India. Telegram . It was the only app to reach the top 10 for the Snapchat . first time in Q3 2020, and more than 80 percent Likee . of its downloads in the quarter were from India. Spotify . Netflix . Pinterest . Note Regarding Download Estimates Microsof Teams . Our estimates include worldwide downloads for iPhone, YouTube . iPad, and Google Play for Jul. 1 through Sep. 30, 2020. Apple MX TakaTak . apps and Google pre-installed apps are excluded. We report Amazon . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app Twitter . versions, ex: Facebook and Facebook Lite. PicsArt . 0 20M 40M 60M 80M 100M 120M 140M 160M 180M 200M Q3 2020 Apps by Worldwide Downloads 7 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - Worldwide iPhone iPad Some prominent Business apps returned to TikTok . the top 20 in Q3 2020, including Zoom, Zoom . Microsoft Teams, and Google Meet. App Store YouTube . downloads for all three of these apps peaked in Instagram . WhatsApp . Q2 2020 as many business shifted to remote Facebook . work during COVID-19. Messenger . Gmail . Meanwhile, the return of Google Maps to the Google Maps . top 10 reflects how some countries have Netflix . started to reopen. After its lowest quarter since Taobao . 2016 in Q2 2020, Google Maps bounced back to Google Chrome . No. 9 in Q3. PinDuoDuo . Microsof Teams . Note Regarding Download Estimates Spotify . Our estimates include worldwide daily download totals for Google . iPhone and iPad for Jul. 1 through Sep. 30, 2020. Apple apps Google Meet . are excluded. We report unique installs only (one download Pinterest . per user). Figures represent aggregate installs of all app versions, ex: Facebook and Facebook Lite. Telegram . Snapchat . 0 10M 20M 30M 40M 50M 60M Q3 2020 Apps by Worldwide Downloads 8 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - Worldwide While TikTok held the top spot on Google Play TikTok . in Q3 2020, its absence from India left a huge Facebook . void for competing short video apps to fill. Zoom . Snack Video led the way at No. 4 and was joined Snack Video . Google Meet . by new launches MX TakaTak (No. 12), Josh (No. WhatsApp . 13), and Moj (No. 14). Instagram . Messenger . WhatsApp fell down the rankings in three Telegram . consecutive quarters, dropping from No. 1 in Snapchat . Q4 2019 to No. 6 in Q3 2020. Facebook still had Likee . four of the top 10 apps, with Facebook, MX TakaTak . Instagram, and Messenger joining WhatsApp. Josh . Moj . Note Regarding Download Estimates WhatsApp Business . Our estimates include worldwide daily download totals for InShot . Google Play for Jul. 1 through Sep. 30, 2020. We report unique Spotify . installs only (one download per User). Google preinstalled apps Pinterest . are excluded. Android download estimates do not include third-party stores. Figures represent aggregate installs of all Google Classroom . app versions, ex: Facebook and Facebook Lite. Amazon . 0 20M 40M 60M 80M 100M 120M 140M Q3 2020 Apps by Worldwide Downloads 9 © 2020 Sensor Tower Inc. - All Rights Reserved Overall - United States App Store Google Play Zoom was the top app by U.S. downloads for Zoom . the second consecutive quarter. Its 66 million TikTok . downloads during the past two quarters was YouTube . well ahead of TikTok, the No. 2 app in the U.S. at Messenger . Facebook . around 42 million. Cash App . Instagram . The subscription video on demand (SVOD) Netflix . space remained competitive in the U.S. Netflix Disney+ . (No. 8), Disney+ (9), and Hulu (20) each Google Meet . surpassed 6.5 million U.S. downloads in 3Q20. Gmail . Microsof Teams . Snapchat . WhatsApp . Note Regarding Download Estimates Amazon . Our estimates include worldwide downloads for iPhone, DoorDash . iPad, and Google Play for Jul. 1 through Sep. 30, 2020. Apple Spotify . apps and Google pre-installed apps are excluded. We report Discord . unique installs only. Android estimates do not include third- party stores. Figures represent aggregate installs of all app Pinterest . versions, ex: Facebook and Facebook Lite. Hulu . 0 5M 10M 15M 20M 25M 30M Q3 2020 Apps by U.S. Downloads 10 © 2020 Sensor Tower Inc. - All Rights Reserved App Store - United States iPhone iPad Google had a particularly strong quarter in Q3 Zoom . 2020 with six of the top 20 apps. Gmail, TikTok . Google, and Google Chrome each reached new YouTube . highs for their U.S. App Store downloads, and Gmail . Facebook . Google Meet had its second best quarter to date. Messenger . Netflix . Discord reached the top 20 for the first time Instagram . off of more than 100 percent growth Y/Y in Q3 Cash App . 2020. Download growth took off over the past Google . three quarters as Discord provided a way to stay Google Maps . connected during COVID-19. Google Chrome . Disney+ . Google Meet . Note Regarding Download Estimates Amazon . Our estimates include worldwide daily download totals for Microsof Teams . iPhone and iPad for Jul. 1 through Sep. 30, 2020. Apple apps Spotify . 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. Pinterest . Discord . 0 2M 4M 6M 8M 10M 12M 14M 16M 18M 20M Q3 2020 Apps by U.S. Downloads 11 © 2020 Sensor Tower Inc. - All Rights Reserved Google Play - United States Square’s Cash App continued to rise the Zoom . charts in the U.S. It ranked No. 3 in Q3 2020, up TikTok . from No. 5 in Q2 and No. 11 in Q1.