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Sensor Tower · Abraham Yousef · January 2023
MMM: Discord Acquires Gas, 3M Active Users
Discord has acquired gaming chat platform Gas, with plans to operate it as a standalone app and expand its presence among a new audience. Gas has been installed 7.4 million times since launch, with nearly 3 million monthly active users as of December 2022. Discord's large international presence could help introduce Gas to new markets, while leveraging its popularity with Gen Z and Gen Alpha. Meanwhile, Microsoft has announced plans to cut 10,000 employees due to a reversal in digital consumer spending post-pandemic, with worldwide mobile installs of its app portfolio falling 6% YoY.
Key Takeaways:
Instant messaging and gaming chat platform Discord acquired Gas early last week with plans to let Gas operate as its own standalone app and hopes to eventually grow Discord’s presence among a new audience
Per ST estimates, Gas has been installed 7.4mn times since launch with 96% of those installs coming from the US and the remainder from Canada. Gas boasts a sizable user base with nearly 3mn MAUs as of Dec’22
Across Discord’s 164mn MAUs, 30% each come from North America and Europe, while 21% come from Asia, and 12% come from LatAm. Discord’s large international presence bodes well for introducing Gas to newer markets while simultaneously leveraging Gas’ popularity with Gen Z and Gen Alpha to reach those critical demographics with its own platform
Microsoft announced that it would cut 10,000 employees citing the reversal in digital consumer spending post-pandemic and recessionary woes
Per ST estimates, worldwide mobile installs of Microsoft’s diverse app portfolio (such as Microsoft Office apps, Microsoft Teams, Linkedin, and Minecraft) fell 6% YoY and 23% against 4Q20 installs
Microsoft Teams, in particular, has shown significant weakness in new installs and user growth post-pandemic, with 4Q22 installs and MAUs down 21% and 12% YoY, respectively
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