Anthony DeClement (Anthony Diclemente), an analyst at Evercore ISI, a well-known independent investment company in the United States, regularly checks the download data of major apps. Given that consumers are spending more and more time on mobile devices, he believes thatThe trend of downloads of applications is very important to explore the potential development of Internet companies.. He recently collected August data on the number of app downloads that analyze the company's SensorTower statistics, summing up some trends.
In his opinion,NetflixAndMatchAll performed well; even if the download heat of Instagram was "cooled"Facebook IncThe company still dominates social mediaTwitterThe performance is relatively fluctuating.SpotifyOn the other hand, the data reveal some development trends in the streaming music industry.
The international market of Netflix
NetflixThe momentum of development in the international market seems to be quite strong.As software downloads accelerate again in August, Netflix looks set to exceed investors' expectations in the international market. DiClement found that overseas downloads of Netflix have risen more than 50 per cent year-on-year so far this quarter, the fastest pace since Q3 in 2017.
In the second quarter of this year, Netflix's total revenue was $3.907 billion, of which the US streaming service accounted for about half of the $1.893 billion revenue. According to the statistics of SensorTower, the proportion of local users in the United States will decrease, and the proportion of income from local users will also decline, and the international market of Netflix will bring greater impetus for development.
Source: SensorTower
Have an appointment with Match.
MatchAs a "dating" world leader, its Tinder growth is strong, which may surprise investors. According to SensorTower data, Di Clement believes that on the way to monetization, Tinder performed better than expected, stable at around 70 in the app store ranking, and remained in the top three in the lifestyle category, keeping competitors such as Bumble and Happn under pressure. In addition, the company's university-based product, Tinder U, also received positive feedback.
Source: SensorTower
Facebook Inc is an applied re-slaughtering society.
August,Facebook IncAnother big win in terms of global downloads of social media software, with WhatsApp, Messenger, Facebook Inc and Instagram almost dominating the list. Mr DiClement said Instagram's popularity had subsided, but it was still good for Facebook Inc's asset composition: "taken together, Facebook Inc and Instagram now account for 78.6 per cent of global social app downloads, up slightly from 78.2 per cent in July. "
Source: SensorTower
In recent days, due to the overall weakness of social mediaTwitterThe stock has been hit. Di Clement believes that Twitter accounted for a higher share of US app downloads in August than in July, but its share of the international market has declined.
Eric Ross, an analyst at Cascend Securities, is more optimistic about Twitter, writing that Twitter downloads are growing month by month, and "this is real people, not robots, downloading Twitter to their phones." "(meaning that Twitter cleans up fake accounts)
Streaming Music and emerging Markets
SpotifyDownload figures in August look as strong as the previous quarter. But Di Clement thinksThe user goal of streaming music is shifting to emerging markets.Although the average revenue per user may decline in the short term, it is good for the company's long-term development.
In emerging markets, compared with Android users, Spotify is better than iPhone users.Pandora"more popular". "one possible conclusion here is that although streaming music companies are developing a wide range of subscription services, ad-supported free streaming music is still very attractive to low-end consumers," DiClement said. "(editor / Shen Siyu)