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December saw a curious split: downloads dropped 2% while revenue sat at $1.3B. ChatGPT and TikTok dominated both charts as the mobile industry enters a new maturity phase.
Wall Street bet $2 billion on Polymarket, and downloads surged 1,172% in December. The prediction market banned in 2022 is now where Wall Street looks for signals.
X took its fastest-growing feature and gave it its own app. The result? Combined December revenue of $46M, proving that sometimes unbundling beats bundling.
BambuLab hit 2M app downloads in 2025 by building more than printers. Their ecosystem strategy has lessons for any app developer.
#265 - Polymarket's 1,172% download surge, December's revenue records despite download declines, mobile games' mixed holiday results, and how X doubled revenue by splitting Grok.
The highest-earning titles made $32M less than in November, but first-time downloads were up 16M during the gift-giving season. Read what other factors impacted the games category in the final month of 2025.
Deep-dive ASO Q&A with Ariel covering 2026 algorithms, keyword focus, localizations, Apple Search Ads, ratings, and category strategy.
Meta didn't buy Manus AI for the tech. They bought the competitive moat money can't replicate.
Less than 3 years after launching its mobile apps, ChatGPT has reached $3B in consumer spending. Here's how OpenAI turned curiosity into commerce.
Mobile game revenue fell $100M in November as top earners took a hit, but the long tail grew $45M. See which games dominated earnings and what's driving the shift.
Block Blast topped mobile game downloads in November as the rest of the chart saw heavy movement.
#264 - ChatGPT and Gemini dominate app downloads while top earners stay sticky. Plus: ByteDance's Hypic threatens photo editors and more.
I crunched the numbers and ranked the most downloaded mobile apps in the world. November's ranks didn't change who's on ...
November was an interesting month in terms of earnings. Almost unique. It's not because a new name came out of nowhere t...
By now, everyone knows about CapCut, the video editing app from TikTok's parent company, ByteDance, that became the lead...
I keep writing about AI because it's pretty much everywhere at this point, so let me look at something else that's also ...
Looking at Snapchat's revenue trend, it's very clear something snapped (pun intended), and Snap really figured out monet...
#263 - Whatnot's 541% Black Friday surge, App Store's biggest year for shipping in nearly a decade, LinkedIn's $1B milestone, X's revenue stall, and Home Assistant's explosive US growth.
Black Friday felt different this year. Not bad, with US downloads in the Shopping category rising 10 in November vs. las...
After years of decline, 2025 marks a dramatic reversal: the App Store is experiencing its biggest wave of new app releas...
While most social media platforms chase engagement metrics and struggle with monetization, LinkedIn has quietly become t...
It's time for my monthly check-in on (https://appfigures.com/reports/app-profile?iduazG5Ecw)[X]'s mobile revenue, and th...
While tech giants like Google, Amazon, and Apple dominate the smart home market with closed ecosystems, an open-source a...
Deep dive with Ariel and Phil Carter into how top subscription apps use AI for value creation, delivery, and capture to grow revenue.
Learn how to legally reverse-engineer your competitors’ app strategies using real data: performance, audience, keywords, tech stack, and more.
#262 - ChatGPT's continued dominance, AI revenue records, music streaming's quiet revolution, and why paid apps are dead in 2026.