App Insights from January

Six Reports Focused on Business and Brand Trends

Get the latest trends and insights on business and brand trends from streaming, payment, health & fitness apps and more!

Featured in the report:

• Explore how Netflix's advertising business is gaining traction. Our Pathmatics by Sensor Tower data, reveals consistent quarterly increases in US ad spend coming for a number of new advertisers.

• Uncover the dynamics of the Mexican payment app market, with a particular focus on Mercado Pago, Spin by OXXO, PayPal, and the standout performer, Cashi. Read about the factors influencing download trends, and understand the impact of Walmart's acquisition of Trafalgar on Cashi's exceptional 32% YoY growth.

• Gain insights into how inflation and economic strain has created an opportunity for Canada's largest banks. Explore the advertising landscape across major banks and digital-only banks.

• Dive into the European health and fitness app market's record-breaking in-app revenue of over $420M. Identify the frontrunners in cycling, running, and hiking apps, including Strava, Komoot, and AllTrails.

• Examine Rent the Runway's challenges despite a significant surge in advertising spend. Understand the trajectory of download and Monthly Active Users (MAU) estimates, indicating ongoing weaknesses in subscriber growth and reported revenue.

• Explore the material increase in ad spend within the snack foods subcategory. Gain insights into the outpacing of overall US ad spend and the larger CPG category. Understand the focus on younger audiences with specific channel breakdowns for Instagram, YouTube, and TikTok.