We’ve acquired Video Game Insights (VGI)!
Key Takeaways:
The MLB (32%) and NFL (31%) are the largest advertisers across the cohort by US ad spend; though the NFL’s US ad spend may ramp up further as the playoffs near. For instance, as of 4Q24 QTD, the NFL accounts for 56% of spend across the cohort, followed by the NBA and the MLB with 21% and 13% of spend, respectively. Per ST data, the top advertiser amongst the cohort appears to shift throughout the year, largely driven by the seasonal nature of each league
Per ST data, global MAUs have declined for the majority of the top sports apps in 2024 YTD, as the NHL, NFL and NBA have seen MAUs decrease 26%, 19%, and 6% YoY, respectively, a trend that could also be attributed to declining viewers, a challenge that is impacting both the NHL and the NBA
The UFC and the MLB are the only apps that saw global MAUs increase, up 16% and 10% YoY, respectively, though the MLB app’s positive growth was also largely due to a 35% YoY increase in 4Q24 QTD, as the Yankees vs Dodgers World Series drew a seven-year high in viewership which could have fostered additional gains from the large markets for both teams
Time spent across the league apps increases during the season, which is a noticeable trend across the sports leagues cohort vs the relatively quiet offseason, with users averaging 90% more time in the app and a 60% increase in session counts per month since 4Q22 (ex-UFC)
For more information, request the full report from reports@sensortower.com.