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STORE INTELLIGENCE · RANDY NELSON · APRIL 2016

Apps We're Watching: Week of April 11, 2016

This week's Apps We're Watching focuses on Facebook's F8 2016 announcements, which were centered on Messenger, WhatsApp, and the Facebook app itself.

Apps We're Watching for the Week of April 11, 2016 Hero Image

For this week's edition of Apps We're Watching, we're taking a look at the app-related announcements made by Facebook at this year's F8 developer conference. The social giant is going all-in on live broadcasting and A.I. agents in its apps—and we have details.

Messenger Platform Introduces Bots

Facebook Messenger Bots

Poncho, one of the initial bots available on Messenger, delivers weather info—and purrs.

Easily the biggest announcement at F8 related to Facebook's core apps was the introduction of bots for Messenger. Rolling out now, these digital agents are the buzz of the tech world at the moment, but time will tell if they become true "app killers"—or mostly a means for automating customer service.

Early reviews are mixed, to say the least, so we'll probably have to wait a while to see how more matured offerings fare in Messenger before we can call them the future of the messaging category.

Are they a "threat" to apps as we know them? (Apart from Messenger, of course.) We've seen this posited many times in the past few days, and we keep coming back to the fact that countless iOS and Android devices have had sophisticated, integrated "bots" for several years now—in the form of Siri and Google Now—and yet apps are still here, and still thriving.

Messenger and WhatsApp Metrics

David Marcus at F8 2016

David Marcus delivered some impressive usage stats for Messenger at F8.

Bots weren't the only major Messenger related news out of F8. It's more of a data point—an interesting one for sure—but Facebook revealed some usage numbers for both Messenger and WhatsApp. David Marcus, Facebook's VP of messaging products, announced that Messenger has reached 900 million monthly active users, up 200 million from last year's F8 conference.

In addition, Marcus delivered news that daily traffic across Messenger and WhatsApp now totals 60 billion messages. That's roughly three times the volume of global SMS text messages.

Facebook Embraces Live Video

Facebook Live Video Screenshots

Live video on Facebook is already rivaling some television programs in terms of concurrent viewers.

Although live video on Facebook—and in the Facebook app—has already rolled out, F8 brought word that the company will enable integrations with third-party products, such as drones, to stream video through the platform. This comes as prominent streamers are already seeing millions of concurrent viewers (in some cases) during their Facebook broadcasts.

While Facebook clearly has an advantage when it comes to audience size given its prolific presence, the rate and extent to which users engage with this content—and creators gravitate to the platform—could signal larger trends to app developers eyeing a move into live streaming on mobile.

Join Us Next Week

We love your feedback—let us know what you think of Apps We're Watching or what we covered this week in the comments below, or by tweeting @SensorTower. We'll be back in seven days with more insights into next week's most interesting app happenings.


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Randy Nelson

Written by: Randy Nelson, Head of Mobile Insights

Date: April 2016

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