2025年全球数字经济的核心趋势是用户支出的结构性转变:应用内购买总支出达到1670亿美元,同比增长10.6%,其中非游戏应用收入首次超过游戏。短剧应用增长278%、AI助手增长148%,移动应用已从工具进化为现代生活的基础设施。亚太地区发行商贡献了25.8亿美元的增量,巩固了其作为全球最强数字引擎的地位。Sensor Tower APAC Awards 2025新增PC和主机类别,表彰跨平台爆款产品。
在生活方式与必需品类别中,获奖应用覆盖了饮食、零售、出行、娱乐等多个场景。例如,AI饮食助手Asken营收是亚洲竞品的4倍,快速电商Blinkit以1.774亿次下载全球领先,步行奖励应用Cashwalk的DAU同比增长25%。出行领域,滴滴出行的下载量超4亿、MAU超7500万,成为最成熟的全球出行平台;Green SM作为EV拼车应用,下载量增长114.4%。娱乐方面,短剧应用Kuku TV在全球增长排名第一,冥想应用Insight Timer的DAU增长24.1%。
商业与金融类别中,BNPL应用Atome在亚洲MAU排名第一,下载增长96.4%;加密货币应用Coincheck在日本下载和MAU双领先;投资平台Moomoo在东南亚MAU增长70%,在澳大利亚增长136%成为第一。购物平台Shopee全球下载量达12亿次,是亚太地区最成功的电商应用;支付应用super.money以242.2%的下载增长领跑印度数字支付市场。
生产力与AI创新类别中,DeepSeek自2025年1月上线后,年度下载量近2亿次,位列全球AI助手第三。AI娱乐应用LoveyDovey创收近3000万美元,成为亚洲收入最高的AI聊天机器人。图像编辑软件Meitu营收增长70%,全球图像编辑排名第一。此外,浏览器UC Browser在IAP收入上全球领先,招聘应用Albamon和Glints分别通过AI匹配和端到端生态服务超过3000万和1200万用户。游戏类别中,3v3对战游戏#Compass通过IP合作年收入超1000万美元,获最佳长青游戏奖。
In April 2026, global mobile game revenue hit $6.4B, down 4% MoM, with Honor of Kings leading. Live ops, IP collabs, and seasonal events drove top-grossing titles. Downloads grew 9% MoM to 3.6B, led by Block Blast! and hypercasual puzzles. Key insights: major updates and cross-game events boost spending; simple mechanics and regional targeting sustain downloads. Ad ops should focus on IP partnerships and seasonal campaigns to drive engagement.
Mobile gaming shifts from user acquisition to retention and monetization, with IAP revenue growing despite download declines. PC/console sees Steam records and intense shooter competition. YouTube ad spend moves to mobile, while strategy games dominate mobile revenue. Indie co-op hits like R.E.P.O. thrive via content creator clips. Ad ops should prioritize high-value user targeting and retention over volume.
March 2026 saw global mobile game spending reach $6.7 billion (+2% MoM), led by Last War:Survival Game with seasonal events. Whiteout Survival and Gossip Harbor also gained via live ops. USA drove 31% of revenue. On downloads, Block Blast! and Free Fire led, while Subway Surfers City and Fortnite grew post-relaunch. Ad ops decision-makers should leverage cultural and seasonal events to boost engagement and monetization.
Instagram deep links suffer from the platform's walled garden, breaking standard links and preventing attribution. AppsFlyer OneLink technology bridges this gap via smart landing pages, enabling proper routing and attribution for bio, Stories, and DM placements. This turns Instagram from a black box into a measurable growth channel, crucial for scaling influencer programs and optimizing spend.
September mobile gaming softened overall but delivered clear live-ops wins. Global consumer spending hit $6.13B, down 7% MoM, with the US at 28.7%, China iOS 15.7%, and Japan 12.4%. Downloads reached 3.56B, down 5.2%, led by India at 16.2%. ROBLOX topped downloads and revenue growth; Honor of Kings stayed strong via seasonal content; Candy Crush and Pokémon GO used music, celebrity, and event-driven engagement. For ad ops, prioritize event-aligned UA/retargeting, IP collaborations, seasonal battle passes, and localized creatives for US/India/Brazil. Monitor launch spikes from Bus Fever Party!, Honor of Kings Chess, and Brain Puzzle 3 to time bids and creative refreshes.
February 2026 mobile game revenue hit $6.55B, down 8% MoM. Last War:Survival Game led globally via Valentine's Day event. Game for Peace entered top 5 after Lunar New Year + Ferrari collab. Whiteout Survival rose on festive mini-games. Pokémon GO saw revenue growth from Tour events. Wuthering Waves benefited from Version 3.1. Downloads reached 3.5B, down 16% MoM. Block Blast! led downloads; Rainbow Six Mobile and Subway Surfers City showed strong growth. Driving-themed games gained in emerging markets.
AppsFlyer’s 2026 creative data shows video and static image ads reward opposite creative qualities, so ad ops teams should plan, budget, and test them separately. Video spend is concentrating: gaming’s top 2% of video creatives captured 60.7% of spend, up from 53.5%, while image spend spread out. Top spenders are testing far more variations, widening the testing gap. Action/Strategy and Puzzle/Lifestyle show format-specific tone and social-proof reversals; Finance is the exception. Teams should use AI-assisted variation, analyze video winners deeply, keep broad image testing, and measure performance at attribute level.
Japan's finance app category is outperforming, with H1 2026 installs up 8% YoY and sessions up 40%—nearly 5x the install growth and well ahead of global figures (5% and 29%). Stock trading is the standout subvertical: installs +90% YoY and average session length climbing to 11.7 minutes, driven by NISA reforms and a retail investor resurgence. Retention is improving across the full 30-day curve (D1 17% to 19%, D30 7% to 8%). For ad ops teams, the takeaway is clear: prioritize measurement depth, re-engagement, and channel-level quality over top-of-funnel volume alone.
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在 PlayStation、Steam、Xbox 平台上,独立游戏与新 IP 正接棒成为爆款增量的主要来源,但并未侵蚀 AAA 的基本盘:头部大作的销量份额仍接近一半。2025 年 9 月至 2026 年 8 月,首月付费销量突破 50 万...
Sensor Tower《State of Game Advertising 2026》显示,2026年游戏广告的主线是“更忙而非更大”:头部美国手游广告主的新素材数量约增至三倍,增量几乎全部来自低预算视频测试,单月新素材在2026年Q1一...
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Sensor Tower《Cash In! Finance Spotlight Report 2026》显示,移动金融正逆势增长,短期信贷、预算追踪、高端 BNPL 与广告预算再分配构成核心增量。2026 年全球金融 App 下载预计达 8...