Sensor Tower: India's mobile app IAP revenue crossed $300M in Q1, up 33% YoY, with non-gaming apps generating $200M+, much of it captured by global platforms
India's mobile app market is generating record revenue, with in-app purchases crossing $300 million in the first quarter …
Strava CEO Michael Martin says Strava plans to launch a US IPO; Sensor Tower says Strava has 50M MAUs and users spent $180M+ on Premium in the year to September
CEO Michael Martin targets US IPO to raise capital for deals to keep Strava ahead of rivals including Garmin and Nike
Sensor Tower: in July, Rapido had nearly 50M MAUs on Android in India, above Uber's 30M; Rapido has a nearly 30% share in four-wheeler cabs and Uber has ~50%
much of it from Ola, but Uber is starting to feel the heat. [image] Pranav Mukul / @pranavmukul : 🚕Important today for @ETtech: When Uber CEO Dara Khosrowshahi called Rapido the “tougher competition i...
Sensor Tower: Temu's MAUs in Latin America grew 143% YoY to 105M in H1 2025; Mexico, Chile, and Uruguay want to tax low-cost imports to protect local businesses
Bloomberg :
Sensor Tower: Temu's US MAU fell 51% to 40.2M from March to June, while Shein's dropped 12% to 41.4M, amid the US' China tariffs and “de minimis” closure
Financial Times :
Sensor Tower: Shein's ad spend rose 35% MoM in France and the UK in April, while Temu's jumped 40% MoM and 20% MoM, respectively, amid Trump's de minimis ban
Arriana McLymore / Reuters :
Sensor Tower: in 2024, TikTok, including its Chinese counterpart Douyin, became the first non-game app to reach $6B in annual in-app purchase revenue
Also wild that 30% of that goes straight to Google & Apple before taxes. For TikTok, that's almost $2 billion in App Store fees. …
Sensor Tower: Indian quick commerce startup Zepto had 31M MAUs in Nov. 2024, up from 6M in May 2022; Blinkit had 30M MAUs in Nov. 2024, up from 28M in May 2022
Manish Singh / India Dispatch : X: @refsrc and @refsrc X: Manish Singh / @refsrc : Swiggy, the unnamed FD+QC app in the picture, complicates all app analysis because it doesn't have a standalone app ...
Sensor Tower: Indian quick commerce startup Zepto had 31M MAUs in Nov. 2024, up from 6M in May 2022; Blinkit had 30M MAUs in Nov. 2024, up from 28M in May 2022
Quick-commerce rivals Zomato-owned Blinkit and Zepto are neck-and-neck in India's instant delivery market … X: @refsrc and @refsrc X: Manish Singh / @refsrc : Zepto has surpassed rival Blinkit in mont...
Sensor Tower: Nexon's Dungeon & Fighter Mobile generated $270M on iOS in China in the 30 days after its May 21 launch, marking Tencent's biggest release in 2024
- ‘Dungeon & Fighter Mobile’ is off to a hot start in China — The Nexon-produced game is Tencent's biggest release this year