In Q2 2022, Shein's mobile app installs in the US surpassed Amazon's for the first time, with 6.8 million downloads (up 13% Q/Q) compared to Amazon's 6.3 million (down 7%). Shein reached its highest US installs ever, more than triple Q2 2019's 2 million. Although Amazon still has triple the audience in monthly active users, Shein is closing the gap—from nine times in Q2 2020 to four times in Q2 2021.
US is Shein's largest market by lifetime installs (14% of global), while Brazil sees the most quarterly installs since Q4 2020, with 10.7 million in Q2 2022. Amazon will likely retain its MAU lead due to diverse offerings.
Subscription app revenue surged in 2021, with App Store up 33% and Google Play up 78%. Key challenges include user loyalty, conversion, and privacy. Deep measurement via in-app events, deep linking, and predictive analytics is crucial for UA and re-engagement.
Worldwide consumer spending on Apple's App Store and Google Play hit $65B in H1 2022, up 1% YoY. Game revenue fell 6.6% to $41.2B. TikTok led non-game apps with $1.7B spending. Installs dropped 1.5% to 71.2B.
App conversions measure user actions like purchases or sign-ups. Key types include app store, install-to-event, and install-to-purchase conversions. Optimize via ASO, UX, A/B testing, and seamless checkout to boost rates.
Mobile re-engagement strategies must adapt to Apple's ATT, which limits IDFA use. Marketers can use 1st-party data, segmented owned media, and incrementality measurement. Success requires diversification across paid, owned, and earned channels, plus optimized push notifications and timing of privacy prompts.
Mobile advertising uses paid channels on smartphones and tablets, offering hyper-targeting and cost-effectiveness but facing challenges like privacy changes and fraud. Key metrics include CPI, ROAS, and LTV. Effective strategies involve clear goals, audience definition, and mastering ATT prompts.
By 2026, global consumer spending on apps will reach $233 billion, up 77% from 2021, driven by a 12% CAGR. App Store growth outpaces Google Play, with the US leading at $86 billion. First-time downloads hit 181 billion at 4.7% CAGR, though US growth slows. Non-game apps gain share, especially Entertainment on iOS. Asia leads in downloads, India reaching 40.2 billion. Opportunities in Business and Medical apps persist post-pandemic.
Marketing attribution is critical for connecting spend to revenue, but platform self-reporting and last-click bias distort budget decisions. Single-touch models (first/last-click) are simple but miss the full journey; multi-touch models (position-based, data-driven) are more accurate but require robust data. Mobile attribution is particularly challenging due to ATT, SKAdNetwork, and cross-platform gaps, necessitating a mobile measurement partner (MMP) for independent, deduplicated measurement. Clean attribution data is essential for AI-driven optimization—bad signals lead to bad decisions. Starting with position-based attribution and incrementality testing provides a practical foundation.
European finance app installs hit 960M in 2025 but grew only 0.4%. BNPL apps grew 40% while crypto fell 35%, signaling a shift to utility. Neobanks win acquisition; traditional banks win retention (1.5-2x Day 30 rates). Web-to-app drives 41.8% of conversions but most brands can't measure the handoff. Nearly 1 in 2 investment app installs in Western Europe is fraudulent, distorting CPI and ROAS. Winning brands prioritize engagement, fraud detection, and cross-platform measurement.
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