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Mobile Signal



eBay (EBAY) is expected to report earnings on 4/29. Net new installs of the eBay mobile app are down 4.3% YoY. User sessions of the app are down 5% YoY.

App Acquisitions







Walmart is selling Vudu to Fandango. Daily active users have increased by 8% since March 1, 2020. "As a part of the agreement, Vudu will continue to power Walmart’s digital movie and TV store on Walmart.com."








SoFi has acquired stock trading app 8 Securities. The app focuses on trading securities in Hong Kong. SoFi is renaming the app to SoFi Hong Kong. The app has been downloaded 140k times since launch in October 2017.




Water water everywhere...

Replace "water" with "eyeballs". While we're stuck at home, viewership of almost everything is up. This includes free video streaming services like Tubi and Pluto TV which are supported by advertising revenue. Normally these companies would be overjoyed, but advertising revenue has fallen sharply as advertisers themselves are generating less revenue. Tubi's uptick could be the influx of Fox shows now that the acquisition has been finalized. For Pluto, it recently launched in Latin America. With regards to the subject line some of you received, Pluto is now officially classified as a dwarf planet.





Out for delivery

Full disclosure, I just decided (likely 30 minutes before you opened this email) that I'm doing a full blog post on this topic. I was only going to do this little nugget but things got interesting, so let this act as a teaser. Arrive is a package tracking app from Shopify that enables users to track all of their packages in one place, regardless of ecommerce provider or courier. Traditionally, this app has been seasonal (holiday quarter) but with more home delivery due to quarantine, we're seeing it rise again.


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arrive (1)



Posts & updates


Why your brand needs a mobile game

Trying to grow your loyalty program into something truly special, and that actually builds loyalty? You should launch a well-thought-out mobile game and get more real estate on your customers’ most personal device -- the one they look at 80 times per day.


Top social media apps broke records in March 2020

TikTok's time spent in-app is catching up to Snapchat. However, both are still significantly below that of Instagram. TikTok fell short of Snapchat by about 229 million hours, but as you can see from the charts below, TikTok is the fastest growing in this area.



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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