Airbnb Retains Users Better Than Rivals, No Loyalty Program Required
Apptopia identified users active on each app in one half of one year and tracked them to see if they were still active in that time period the next year. This gave... Read more.
Vinted Passed eBay’s Depop in US WAUs Before Its Acquisition Closed
eBay closed its purchase of Depop on July 30, paying roughly $1.4 billion after adjustments. Apptopia’s panel shows eBay’s US base skewing older and... Read more.
Americans’ Social App Usage Is Up. Its Share of Screen Is not.
Last October, Financial Times reported time spent on social media was declining globally. The only place where it was continuing to grow was North America. While... Read more.
After the World Cup: Kalshi Grew the Betting Market, Didn’t Steal From It
Prediction markets dominated when it comes to new users, accounting for 80% of the market’s downloads. People may argue that users can bet on anything in Kalshi... Read more.
GenAI Chatbots: August 2026 Apptopia Data Brief, Global Downloads Growth Goes Negative
Meta AI had the largest percentage points jump out of any app this month, increasing its share of US DAUs from 15% in June to 18% in July. The rest of the apps in... Read more.
Female WAUs Now Outnumber Male WAUs on Roblox Mobile
Roblox reports Thursday, and one big question is, are the players aging up or aging out? While we can’t track users younger than 17 to watch their engagement over... Read more.
AI’s Threat to Duolingo May Be Overstated
The bear case for Duolingo is built on decelerating growth, a rich multiple, elevated short interest, and the existential threat that free AI tutors could eventually... Read more.
Sportbooks’ World Cup DAUs Peaked on June 15. Kalshi’s Never Stopped Climbing.
UPDATED July 20, 2026: With the World Cup coming to an end yesterday, we’ve updated the DAU growth chart of Kalshi, Polymarket, DraftKings Sportsbook and FanDuel... Read more.
Target’s Early Results to Win Back Busy Families Are Mixed
Target finally handed the Street a quarter it could work with in May. Comparable sales grew 5.6%, the first positive print in five quarters, traffic rose 4.4% and... Read more.
Netflix Time Spent Diverges Between Younger and Older Users in Q2 2026
Last quarter, Netflix management said its expansion into video podcasts and its showing of the World Baseball Classic helped its “primary internal quality engagement... Read more.