Sensor Tower: India was the largest market for GenAI app downloads in 2025, surging 207% YoY; India accounts for 20% of global installs but 1% of in-app revenue
Sensor Tower: TikTok's US DAUs were ~95% of its usership the week of January 19, with metrics showing little sign of a mass exodus since its January 23 takeover
TikTok's U.S. joint venture seems to have survived a turbulent rollout with minimal change in usership, as early narratives …
Sensor Tower: dating app downloads in Saudi Arabia have risen annually for five years, hitting 3.5M in 2025, as liberalization enables more casual relationships
Liberalization has opened the door to more casual relationships, but society is still catching up
Sensor Tower: consumers spent $85B on apps globally in 2025, up 21% YoY, and, in a first, more money went on non-game mobile apps than on games, driven by GenAI
In 2025, consumers spent more money on non-game mobile apps than they did on games for the first time, according to the findings …
Sensor Tower: Reels accounted for 50%+ of all Instagram ads in 2025, up from 35% in 2024; Reels accounted for 46% of time spent on Instagram in the US in 2025
Sensor Tower: Reels accounted for 50%+ of all Instagram ads in 2025, up from 35% in 2024; Reels accounted for 46% of time spent on Instagram in the US in 2025
More than half of all ads on Meta's Instagram ran in the service's short-form video Reels product in 2025, up from 35% in 2024 …
How Meta's Reels became a hit, with a $50B+ annual run rate; Sensor Tower: users spend 27 minutes/day on Instagram Reels, 21 on YouTube Shorts, and 44 on TikTok
Once a TikTok wannabe, Instagram's video feature is now a hit with users and advertisers. Can it make the leap to television? X: @meghanbobrowsky . LinkedIn: Meghan Bobrowsky X: Meghan Bobrowsky / @m...
Sensor Tower: ChatGPT had 73M DAUs in India as of last week, up 607% YoY and more than double the US, boosted by its free plans, far above Gemini's 17M DAUs
Munsif Vengattil / Reuters :
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok
Sora has struggled to build an engaged audience despite already hosting bootleg content from the Hollywood studio
Source: ChatGPT has nearly 900M weekly active users; Sensor Tower: Gemini's MAUs grew ~30% to 346M between August and November while ChatGPT's rose ~5% to 810M
The competition between AI chatbots has been heating up, with Google's Gemini nipping at OpenAI's heels.