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May Investor Research Roundup
Five reports featuring the latest trends in the app economy.
Every month our Investor Research Team dives into our responsibly-sourced data and uncovers the most noteworthy trends in the app economy.
In the May edition of the Investor Research Roundup, our team covers insights which focus on:
Retail Apps
Rideshare Apps
Airline Apps and more!
See below for a highlight of what's entailed in the five reports.
Access All Five Reports
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Here are the reports you've requested.
Big Box Retail Results Favor Walmart
Rising Engagement Powers Uber’s 1Q23
RBLX strong user trends continued into April
Spending Shift to Experiences Buoys Budget Airline Bookings
Sluggish IAP Bookings For Sea’s Garena
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Big Box Retail Results Favor Walmart
Marketplaces/mass merchant’s (ex-Temu) downloads fell 9% YoY in FY1Q23, while MAUs grew 2% YoY, with much of the downward pressure stemming from softer trends at Amazon; Walmart trends remain robust with positive FY 1Q23 download and MAU growth of 3% and 9% YoY, respectively, as consumers continue to seek value for both essentials and discretionary products.
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Rising Engagement Powers Uber’s 1Q23
Uber’s 1Q23 earnings were driven by an increase in consumer and driver engagement in addition to impressive active driver growth; ST Consumer Intel data corroborated these trends, as weekly average time spent per user on the Uber and Uber Driver app in 1Q23 increased 5% and 12% YoY, respectively, while sessions counts jumped 5% and 15% YoY, respectively.
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RBLX strong user trends continued into April
Roblox reported 1Q23 DAUs up 22% YoY (12% QoQ), inline with ST DAU estimates for the Roblox mobile app (+23% YoY, +8% QoQ). Further, ST data shows continued strength for Roblox user growth into 2Q as Apr’23 DAUs were up 28% YoY (+5% MoM). ST data also showed total hours spent on the mobile app grew 16% YoY (12% QoQ) compared to Roblox’s reported hours engaged which increased 23% YoY (+13% QoQ).
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Spending Shift to Experiences Buoys Budget Airline Bookings
Across the travel sector demand is strong but decelerating, amidst a toughening economy. Budget airline Spirit had the highest sequential growth in 1Q23 of the cohort, as value became a key criteria for travelers.
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Sluggish IAP Bookings For Sea’s Garena
ST in-app publisher-level bookings for Garena in 1Q23 fell 38% YoY (-9% QoQ), inline with a slowdown in Sea Ltd’s reported digital entertainment bookings (-44% YoY, -15% QoQ). Per ST data, Garena’s in-app bookings slowed primarily due to a 51% YoY (-18% QoQ) decline in Garena Free Fire 1Q23 bookings. Free Fire represented 64% of total IAP bookings for the publisher in 1Q23.
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