Q3 2017 | Report Store Intelligence Data Digest © 2017 Sensor Tower Inc. - All Rights Reserved www.sensortower.com Executive Summary | Highlights Worldwide app downloads totaled 23.4 billion for the quarter, which represented a 13.6% increase year-over-year. App Store downloads increased 10.6% to 7.3B while Google Play grew 15% to 16.1B. Kiloo’s Subway Surfers was once again the world’s most downloaded mobile game last quarter, both overall and on Google Play, while Tencent’s Honor of Kings remained No. 1 on iOS. France’s Voodoo surpassed Electronic Arts to become the world’s No. 8 iOS publisher in terms of new downloads. It was No. 5 among iOS game publishers after Tencent, Ubisoft, Kingsoft, and Gameloft. Tencent overtook Electronic Arts to rank at No. 7 on the overall publisher ranking by U.S. downloads. Meanwhile, Google remained the largest U.S. publisher overall when it came to new app installs. © 2017 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 July 1, 2017 through September 30, 2017. 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. © 2017 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 25B +13.6% 25B 25B 20B 20B 20B +15% 15B 15B 15B 23.4B 10B 20.6B 10B 10B +10.6% 16.1B 14.0B 5B 5B 5B 6.6B 7.3B 0 0 0 Q3 2016 Q3 2017 Q3 2016 Q3 2017 Q3 2016 Q3 2017 23.4 Billion 7.3 Billion 16.1 Billion App Store + Google Play Downloads App Store Downloads Google Play Downloads © 2017 Sensor Tower Inc. - All Rights Reserved 4 www.sensortower.com Store Intelligence | Top Apps Top Apps © 2017 Sensor Tower Inc. - All Rights Reserved 5 www.sensortower.com Overall | Apps by Worldwide Downloads App Store Google Play WhatsApp Facebook WhatsApp was the world’s most Messenger installed app for the third quarter in Instagram a row. The remaining top five apps, Snapchat three of which are Facebook-owned, SHAREit retained their 2Q17 rankings. UC Browser Subway Surfers Uber Amazon, Pinterest, and Wish all YouTube ranked in the worldwide overall top 20 Snake VS Block last quarter despite having not made this list in 2Q17. They ranked No. 20, Spotify No. 19, and No. 13, respectively. Wish Netflix Bitmoji Note Regarding Download Estimates My Talking Tom Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jul. 1 through Sep. 30, 2017. Honor of Kings Apple apps and Google pre-installed apps are imo excluded. We report unique installs only. Android estimates do not include third-party stores. Pinterest Amazon Shopping 25M 50M 75M 100M 125M 150M 175M © 2017 Sensor Tower Inc. - All Rights Reserved 6 www.sensortower.com App Store | Apps by Worldwide Downloads iPhone iPad WhatsApp YouTube Tencent’s Honor of Kings was once Messenger again the world’s most downloaded Facebook iOS game last quarter, while Instagram WhatsApp spent a second quarter as Honor of Kings the most installed iOS app overall. WeChat Google Maps Snake VS Block Snapchat slipped to No. 14 on iOS, Tencent Video having ranked at No. 9 for the second QQ quarter of 2017. Snap-published Bitmoji also declined on this ranking Gmail from No. 11 to No. 13. Bitmoji Snapchat Uber Note Regarding Download Estimates Taobao Our estimates include worldwide daily download totals for iPhone and iPad for Jul. 1 through Sep. 30, 2017. Spotify Apple apps are excluded. We report unique installs only Alipay (one download per user). Netflix Youku 5M 10M 15M 20M 25M 30M 35M © 2017 Sensor Tower Inc. - All Rights Reserved 7 www.sensortower.com Google Play | Apps by Worldwide Downloads Messenger WhatsApp Facebook dropped from No. 1 on Facebook Google Play in 2Q17 to No. 3 last Instagram quarter, replaced by Messenger. As SHAREit in 2Q17, four of the top five apps were Snapchat owned by the social giant. Subway Surfers UC Browser Uber Unlike on iOS, Snapchat stayed put My Talking Tom on Google Play, retaining its No. 6 Wish rank from 2Q17. Wish, which didn’t rank in the second quarter, returned at Candy Crush Saga No. 11 in 3Q17. Spotify Clean Master imo Note Regarding Download Estimates Clash Royale Our estimates include worldwide daily download totals for Google Play for Jul. 1 through Sep. 30, 2017. We 8 Ball Pool report unique installs only (one download per user). Google Translate Google pre-installed apps are excluded. Android download estimates do not include third-party stores. My Talking Angela B612 25M 50M 75M 100M 125M 150M © 2017 Sensor Tower Inc. - All Rights Reserved 8 www.sensortower.com Overall | Apps by U.S. Downloads App Store Google Play Messenger Facebook Uber entered the top five apps Bitmoji overall, having ranked at No. 8 in Uber 2Q17. At the same time, Snapchat Snapchat dropped to No. 5 last quarter, from its Netflix No. 2 position in the second quarter. Instagram Snake VS Block Spotify Saudi Arabia-developed Social app Wish Sarahah made a splash by entering Pandora the top 20 at No. 13 overall. The app spent weeks in the top charts but Amazon Shopping failed to stay there heading into Q4. Sarahah WhatsApp YouTube Note Regarding Download Estimates Pinterest Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jul. 1 through Sep. 30, 2017. Gmail Apple apps and Google pre-installed apps are Word Connect excluded. We report unique installs only. Android estimates do not include third-party stores. Google Maps Bowmasters 2M 4M 6M 8M 10M 12M 14M 16M 18M © 2017 Sensor Tower Inc. - All Rights Reserved 9 www.sensortower.com App Store | Apps by U.S. Downloads iPhone iPad Messenger Bitmoji Snapchat fell out of the U.S. iOS top Facebook 20 entirely last quarter, after having Uber dropped to No. 9 in 2Q17 (from No. 3 Sarahah in 1Q17). This coincided with slowing Gmail YoY installs that continue into Q4. YouTube Netflix Google Maps No. 19 ranked TBH is a teen- Snake VS Block focused social poll app similar to Spotify Sarahah. Its installs skyrocketed last quarter, before it was subsequently Amazon Shopping acquired by Facebook. Instagram Pandora Remind Note Regarding Download Estimates Bowmasters Our estimates include worldwide daily download totals for iPhone and iPad for Jul. 1 through Sep. 30, 2017. Pinterest Apple apps are excluded. We report unique installs only Word Connect (one download per user). tbh WhatsApp 1M 2M 3M 4M 5M 6M 7M 8M 9M 10M © 2017 Sensor Tower Inc. - All Rights Reserved 10 www.sensortower.com Google Play | Apps by U.S. Downloads Messenger Snapchat Nine of the top 10 apps on Google Instagram Play last quarter were also top 10 Wish apps in 2Q17, with Messenger and Facebook Snapchat holding on to their No. 1 and Bitmoji No. 2 ranks, respectively. Pandora Netflix Spotify MZ’s Final Fantasy XV: A New WhatsApp Empire is the publisher’s first new CM Launcher 3D launch since 2016’s Mobile Strike, and was the biggest new entrant onto the GO Music Google Play top 20 last quarter. letgo ROBLOX Uber Note Regarding Download Estimates Moco Our estimates include worldwide daily download totals for Google Play for Jul. 1 through Sep. 30, 2017. We Amazon Shopping report unique installs only (one download per user). Pinterest Google pre-installed apps are excluded. Android download estimates do not include third-party stores. FFXV: New Empire Snake VS Block 1M 2M 3M 4M 5M 6M 7M 8M 9M 10M © 2017 Sensor Tower Inc. - All Rights Reserved 11 www.sensortower.com Store Intelligence | Top Publishers Top Publishers © 2017 Sensor Tower Inc. - All Rights Reserved 12 www.sensortower.com Overall | Publishers by Worldwide Downloads App Store Google Play Facebook Google Facebook was once again the Tencent world’s top publisher in terms of Kingsoft new app installs. Alibaba Group Outfit7 Limited passed Gameloft to rank No. 6 while Alibaba Group EA dropped one to No. 9. Gameloft Ubisoft Electronic Arts France-based Voodoo made the TabTale overall top 20 on the continued Snap success of its casual mobile games, including titles such as Snake VS Microsoft Block and Flappy Dunk. Amazon BitMango King Note Regarding Download Estimates Reliance Jio Our estimates include worldwide downloads for iPhone, iPad, and Google Play for Jul. 1 through Sep. 30, 2017. Supercell Apple apps and Google pre-installed apps are Uber excluded. We report unique installs only. Android estimates do not include third-party stores. IAC Mobile Voodoo 100M 200M 300M 400M 500M 600M 700M © 2017 Sensor Tower Inc. - All Rights Reserved 13 www.sensortower.com App Store | Publishers by Worldwide Downloads iPhone iPad Tencent Google Snap’s slide down the worldwide Facebook iOS chart continued, with the Alibaba Group publisher dropping from No.