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Zedge (ZDGE) is expected to report Q4 earnings on March 11. New installs of its flagship mobile app are up 6% YoY. Its Q419 in-app purchase revenue of $260.1k is up 520% YoY.

App Acquisitions







OLX Brazil has agreed to acquire its competitor, Grupo ZAP, for $642M. OLX is a top 5 ecommerce player in Brazil as measured by mobile app MAU. Grupo ZAP's portfolio of mobile apps were installed about one million times over the past 90 days.




Instagram has our collective attention

Sessions per daily active user (DAU) is a good way to measure engagement for high usage apps like social networks. These apps have hundreds of millions of users logging on each day, and so we're looking at the average amount of times their users launch the app each day. Keep in mind that the lowest possible number an app can have here is 1.0, because every DAU is automatically counted as one session.


sessions-per-dau (1)



Growth for now...

OYO is a hotel business based in India that persuades "thousands of unbranded, usually badly run hotels to put themselves in his hands as franchisees or lessors," writes the WSJ. Oyo's largest market is India, where more than half of its mobile active users are from. While usage has stagnated in India, it has been taking off in Southeast Asia and Europe. But yes, its downloads and usage have been falling in China, likely due to COVID-19.These growth levels in SEA and EUR will likely falter as the virus continue to spread.


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Posts & updates


Developing your competitive mobile intelligence strategy: 5 steps for getting started

Data-driven. This is no longer just a buzzword. It’s a requirement for any business strategy. Instead of pouring time and resources into unvetted ideas, companies are driving growth through informed decision-making.



Adam and Madeline discuss the latest news in tech and mobile followed up with a little earnings preview for Netflix and Peloton. This episode has its first ever guest in Chris Radtke of Braze. He discusses their latest guide on reaching your customers in the moments that matter. After that the crew reviews the latest Apptopia insight on Facebook Games and more, followed by our own game of In or Out. Here's the rundown:

[2:08] Mobile News Review
[10:43] I know what you did last quarter
[15:38] Discussion w/Chris Radtke of Braze
[41:27] This week on Apptopia
[46:51] In or Out




Adam Blacker

VP, Insights

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