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App Annie Index Market Q2 2015
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AppAnnieIndexMarketQ22015
VideoStreaming:theTrendContinues
AppAnnie2015|DoNotDistribute
AppAnnieIndex:MarketQ22015
TableofContents1. TheTechnologyBehindtheIndex
2.ThisQuartersMacroTrends GooglePlayDownloads85%AheadofiOS
CoreGamesHelpTaiwanOvertakeGermanyinGooglePlayRevenue
VideoStreamingAppsSurgeastheCordCuttingTrendContinues
3.TopChartsforCountries&Categories TopCategoriesbyUsage
TopCountriesbyDownloadsandRevenue
TopCategoriesbyDownloadsandRevenue
USERESTRICTIONS:Theinformation,materials,data,images,graphics,andothercomponentsofthisreport("Report")arecopyrightedandownedorcontrolledbyAppAnnieunlessotherwisenoted.UnauthorizeduseoftheReportmayviolatecopyright,trademarkand/orotherintellectualpropertyrightsofAppAnnieandmaygiverisetoaclaimfordamagesand/orbeacriminaloffense.TheReportmaynotbemodified,copied,distributed,republished,uploaded,posted,decompiled,ortransmittedinanyway,withoutthepriorwrittenconsentofAppAnnie.
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AppAnnieIndex:MarketQ22015
1. TheTechnologyBehindtheIndexThe information contained in this report was compiled from App Annie Intelligence, the leading market data solution for the app store economy. To see how our app store download, revenue, demographic and usage estimates can help guide your critical business decisions, take a tour or requestademotoday.
2. ThisQuartersMacroTrends
GooglePlayDownloads85%AheadofiOS
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AppAnnieIndex:MarketQ22015
Followingafamiliarscript,GooglePlaydownloadscontinuedtopullawayfromiOSinQ22015thankstosmartphoneownershipgrowthinemergingmarkets.Atthesametime,theiOSAppStoresperformanceinChinahelpeditmaintainitsrevenueleadoverGooglePlay.GooglePlaysworldwidedownloadsinQ22015wereapproximately85%higherthanontheiOSAppStore,asignificantincreasefromthe70%gapwesawinQ12015.Asweexpected,emergingmarketsledbyBrazil,IndiaandSoutheastAsiancountrieslikeVietnamandthePhilippinesfueledGooglePlaysperformance.ThisappearstobetheresultofincreasingsmartphoneownershipcausedbytheinfluxofinexpensiveyetcapableAndroiddevices.However,itisworthnotingthatsmartphonepenetrationremainsbelow30%inmanyofthesecountries,leavingsignificantroomforgrowth.ThisbodeswellforGooglePlayslongtermgrowthprospects.Meanwhile,iOSAppStoresworldwiderevenueinQ22015wasabout70%higherthanGooglePlays,mirroringwhatwesawinQ12015.Asmentionedinourreport,ChinaSurgesAheadoftheUnitedStatesiniOSDownloads,weexpectedChinasexplosivedownloadperformanceinQ12015tolaythefoundationforfuturerevenuegrowth,andthatpredictionseemstobeholdingtrue.iOSdevelopersarereapingthebenefitsalready,asChinasawthebiggestquarterlysequentialgaininrevenueshareinQ22015.
CoreGamesHelpTaiwanOvertakeGermanyinGooglePlayRevenueGermanyhasbeenastrongmarketforGooglePlaylately,especiallybyrevenue.Infact,GermanyrecentlybecameoneofthefewcountrieswhereGooglePlayrevenueexceedsiOS.ButevenasGermanycontinuestoenjoystellaryearoveryeargrowth,TaiwansperformanceinQ22015helpeditrocketpastGermanyinGooglePlayrevenue.TaiwansperformanceinQ22015wasalmostentirelydrivenbytheGamescategory.AswementionedintheDecember2014TaiwanIndex,coregamesareverypopularinthecountry,especiallyroleplayinggames(RPGs)andmassivelymultiplayeronlineroleplayinggames(MMORPGs).AswesawintheMay2014GamesIndex,marketleadersKunlunGamesand
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AppAnnieIndex:MarketQ22015
ElexTechnologyleveragedthistrendandsawstronggrowththankstothesuccessofMMOsMUMiracleandClashofKings,respectively.Butthecountrysrevenueperformancealsoreceivedamajorliftfrombreakoutcompaniesthatdidnotrankamongthetop50byGooglePlayrevenueforGamesinthepreviousquarter.
ShoryukenandFunPlusGamesawbreakoutperformancesinTaiwaninQ22015.
UsingtheAppAnnieMatrixforGooglePlayGameRevenueinTaiwan,wewereabletoidentifythestrongestbreakoutperformancesoverthepastfewmonths.Asshowninthechartabove,ShoryukenandFunPlusGamesawtwoofthelargestjumpsfromMarchtoMay2015duetoexplosivegrowthfrom3DRPGtitlesAgeofMagicandTopofTanker,respectively.ThesameMatrixalsohighlightedcompanieslikeDinoGamesandJodoGameasRisingStarsthankstotheperformanceoftheirfirstpersonshooters(FPS)andRPGs.Basedonthis,itappearsthatcoregamingtitlescouldcontinuetodriveTaiwansgrowthoverthenextfewquartersaswell.
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AppAnnieIndex:MarketQ22015
VideoStreamingAppsSurgeastheCordCuttingTrendContinuesVideostreamingappshadafantasticquarterastheirperformancevaultedtheEntertainmentcategoryto#4byiOSrevenue.HBONOWandHululedrevenuegrowthintheUnitedStatesasbothappsmadeitintotheWorldwideAppsIndexforMay2015.WithHBONOWsettohitAndroiddevicesinJulyandtherecentlaunchofShowtimesstreamingserviceoniOS,AppleTVandRoku,cordcuttingonamassmarketscalecouldsoonbeareality.However,theUnitedStatesisnttheonlymarketwherethisisthecase.
Note:Q22015datacalculatedasastraightaverageofApril,May,andJune2015.AppsforYouku,iQIYIandTencentVideoheldthetop5spotsbymonthlyactiveusersamongiOS
EntertainmentappsinChina.
VideostreamingappsinChinasawexplosiverevenuegrowththisquarter,headlinedbyYouku,iQIYIandTencentVideo.InQ22015,appsfromthesethreeservicesalsodominatedmonthlyactiveuserrankingsofiOSEntertainmentappsinChina.Theseappsofferabroadrangeofcontent,includingYouTubelikeusersubmittedvideos,regionalandinternationalmovies,popularregionalTVshowslikeTheVoiceofChina,hitinternationalserieslikeGameofThrones
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AppAnnieIndex:MarketQ22015
andevenoriginalprogramming.Last,butcertainlynotleast,theyhavegoneonestepfurtherbysecuringbroadcastingrightsforlivesportsfrompopularinternationalleaguesliketheNBA.Duetothescaleoftheircontentlibrariesandstronghistoricaldownloadsandusagemetrics,wehadexpectedtherevenueperformanceofChinesevideostreamingappstoacceleratethisyear.Butevenwiththatbackground,thegrowthfiguresappearstaggering.iQIYIrecentlyannouncedthatthecompanyspaidstreamingservicehit5millionsubscribers,anincreaseof765%overthepreviousyear.Meanwhile,duringitsfiscal4thquarterresultsannouncement,Youkurevealedthatitsdailyvideoviewseclipsed900millionandconsumerrevenuesfromsubscriptionandpayperviewgrew649%yearoveryear.TheindustrystillhastremendousroomforfurthergrowthandcommercegiantAlibabasupcomingsubscriptionbasedstreamingservice,TmallBoxOffice(TBO),couldexpandthemarketevenfurther.Chinasvideostreamingappscertainlyseemtobeinpositiontocatalyzecordcutting.Withsmartphonesandtabletsquicklybecomingtheprimaryconsumptiondevicesforyoungerdemographics,theycouldevenspawnanentiregenerationofcordskippers.
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AppAnnieIndex:MarketQ22015
3. TopChartsforCountries&Categories
TopCategoriesbyUsage
Note:1.Q22015datacalculatedasastraightaverageofApril,May,andJune2015.2.Sessiondurationmeasuredasthetimefromthefirstnetworkconnectiontothelastnetworkconnectionofthatsession.SocialNetworkingdominatedtimespentperuseroniOSdevicesintheUnitedStates,whileEntertainmentandMusicheldasignificantleadoverothercategoriesinsessionduration.Gamesrankedamongthetop5categoriesonbothmetrics.Itsimportanttonotethattheserankingsaredependentonthenatureofappstorecategories.CategoriesthatrelyondeepengagementsuchasSocialNetworkingandGames,typicallyrankhigherontimespent.Meanwhile,transactionalcategorieslikeFinanceandWeatheraremorelikelytohaveshorterinteractionwindowsandtendtorankloweronthesemetrics.
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AppAnnieIndex:MarketQ22015
Note:1.Q22015datacalculatedasastraightaverageofApril,May,andJune2015.2.Sessiondurationmeasuredastheperiodforwhichauserhasagivenappopenintheforegroundwiththescreenon(doesnotmeasurebackgrounddatausage).
AswehighlightedinInsightsintoAppEngagement,timespentinappsonAndroiddevicesintheUnitedStatescontinuedtobedominatedbySocialandCommunicationapps.Meanwhile,EntertainmentnarrowlybeatoutBooks&Referencefortheleadinsessionduration.
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AppAnnieIndex:MarketQ22015
TopCountriesbyDownloadsandRevenue
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AppAnnieIndex:MarketQ22015
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AppAnnieIndex:MarketQ22015
TopCategoriesbyDownloadsandRevenue
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AppAnnieIndex:MarketQ22015
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AppAnnieIndex:MarketQ22015
AboutAppAnnieAppAnnieisthelargestmobileappintelligenceplatform,providingdevelopersandpublisherswitha360degreeviewofwhattheyneedtoknowtobuild,marketandinvestintheirapps.AppAnnieisusedbyover800,000appstotracktheirperformance,andover400,000mobileappprofessionalsincluding94percentofthetop100publishersrelyonAppAnnietoinformtheirbusinessdecisions,includingElectronicArts,Google,LinkedIn,LINE,Microsoft,Nexon,Nestle,Samsung,Tencent,BandaiNamco,UniversalStudiosandDowJones.AppAnnieisaprivatelyheldglobalcompanyheadquarteredinSanFranciscowith12globalofficesincitiesincludingAmsterdam,Beijing,London,NewYork,SeoulandTokyo.Thecompanyhasraised$94millioninfundingfrome.Ventures,GreycroftPartners,IDGCapitalPartners,InstitutionalVenturePartnersandSequoiaCapital.Formoreinformation,pleasevisit:www.appannie.comorfollowAppAnnieonTwitter:@appannie.
Reportmethodologyandupdatesareavailablehere.
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