We’ve acquired Video Game Insights (VGI)!
Key Takeaways:
Roblox’s reported 3Q22 DAUs jumped 24% YoY (13% QoQ) vs Sensor Tower estimates up 10% YoY (13% QoQ). Although Roblox lapped a YoY comp dragged down by a notable outage last year, reported DAUs for Roblox in Oct '22 were up 14% YoY vs Roblox mobile DAUs up 10% per Sensor Tower estimates
Duolingo saw significant booking and active user growth in the quarter, posting the fifth quarter in a row of accelerating DAU growth
Reported DAUs in 3Q22 were up 51% YoY (13% QoQ) vs Sensor Tower DAU estimates of 46% YoY (13% QoQ)
Reported bookings of $102.7mn were up 41% YoY (5% QoQ) vs Sensor Tower bookings estimates up 49% YoY (6% QoQ)
For more information, request the full report from reports@sensortower.com.