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。
Short drama apps are reshaping mobile entertainment, surpassing 850M downloads in Q1 2026 (up 140% YoY) with IAP revenue reaching $750M. Growth is concentrated in Southeast Asia, Latin America, and India, where these apps outpace traditional OTT in user acquisition. Engagement is surging: daily time spent grew 85% to 25 minutes globally, nearing OTT levels in Southeast Asia. For ad ops, the shift toward ad monetization in addition to IAP opens new inventory opportunities. Key players like FreeReels, NetShort, and Melolo are scaling via localized content and paid acquisition, creating competitive ad markets.
Gen AI apps have become the primary growth engine of the non-gaming market, with revenue surging 232% YoY to $6.1 billion between Q2 2025 and Q1 2026. The US leads with 38% of global revenue, while Japan and Korea emerge as key growth markets. AI Assistants are increasingly concentrated, with ChatGPT dominating, but vertical segments like AI Companions, AI Agents, and AI Image & Video offer fragmented, high-growth opportunities. Lessons from Plaud highlight success through vertical focus, deep localization, and precision advertising. For ad ops, targeting vertical AI segments and localized user acquisition strategies present significant opportunities.
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.
Cross-platform measurement resolves the common problem of fragmented, device-level reporting that inflates ROAS and misallocates budgets. By unifying customer identity across web, mobile, CTV, and other surfaces, marketers gain a single view of LTV and attribution. AppsFlyer provides this via CUID stitching and Product Line grouping, enabling real-time, deduplicated insights without manual BI work. Key benefits include accurate cross-platform ROAS, elimination of duplicate attribution, and reliable data for AI-driven optimization.
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.
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.
Digital banking ad impressions surpassed 50B quarterly with spend above $350M by Q1 2026, driven by mobile-first adoption. Neobanks like Nubank lead downloads, while traditional banks modernize apps. SeaBank's integration with Shopee exemplifies ecosystem-driven acquisition. For ad ops, key takeaways: prioritize mobile channels, leverage partnerships for scale, and balance reach with trust-building to sustain engagement.
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.
2026年FIFA世界杯推动体育应用下载量创纪录,Q2全球达1.37亿,美国博彩平台用户获取超超级碗水平。预测市场在体育博彩中份额从不足1%升至16%,Kalshi等平台快速增长。WNBA安装基数增至157万,健康与快消品广告主大幅加码,广...
Sensor Tower推出MCP Server,作为AI聊天工具与广告数据的桥梁,支持直接查询App广告和表现数据。该工具为高管、增长营销、UA等团队提供实时洞察,无需手动导出报告。用户需有效API订阅即可使用,旨在提升数据获取效率和决策...
体育直播流媒体平台在2026年春季迎来用户激增,Peacock、Fox One等平台因世界杯、UFC等赛事DAU大幅攀升,其中Fox One在世界杯期间的DAU增长超1900%。各平台为推广赛事加大广告投放,Fox Sports将48%的广...
数字银行正从早期采用进入竞争新阶段,移动优先的neo银行和传统银行在用户获取、信任建设与生态整合上展开角逐。全球银行应用下载量Q1 2026保持每季度5亿以上,同比增长4%;会话增长10%;消费者银行广告季度印象突破500亿,广告支出超3....
2026年6月全球手游收入达61亿美元(环比降7%),Whiteout Survival登顶收入榜,ROBLOX领跑下载榜;头部游戏通过高频活动、IP联动及现实事件绑定驱动增长;市场启示在于精细化活动策划与跨渠道UA策略成为增量提效的关键。
报告指出亚太全渠道零售进入成熟期,竞争优势不再仅由下载量定义,而在于全渠道体验、生态系统差异化与线上线下融合。2025年全球零售应用下载量超87亿,零售网站访问量超4000亿,移动端贡献59%的网站流量(2026Q1 vs 2024Q1的4...