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COVID-19’s
App Impact:
One Year Later
—
Assessing the State of the Mobile App
Ecosystem One Year into the Pandemic

© 2021 Sensor Tower Inc. - All Rights Reserved
Table of Contents
03 - App Trends: United States
08 - App Trends: Europe
13 - Category Trends: Non-Games
18 - Mobile Gaming: Revenue Trends
25 - Mobile Gaming: Download Trends
32 - Conclusion

—
The Impact of COVID-19 on Non-Games
App Trends:
United States

Business, News, and Education apps saw
historic download growth in the early months
of the pandemic, with downloads in each of
these categories doubling year-over-year.
Medical and Health & Fitness also saw strong
growth, while Navigation, Sports, and Travel
downloads decreased as stay-at-home orders
were enacted and sports games were cancelled.
A significant fraction of the impact from
COVID-19 persisted into early 2021, with
Business downloads still up and Navigation
and Travel installs below the usual levels. The
effect is less pronounced than in early 2020,
however, and some categories like Sports had
completely recovered by 2021.
App Trends: United States 4
Business
News
Education
Medical
Health & Fitness
Food & Drink
Books
Social Networking
Finance
Shopping
Reference
Productivity
Photo & Video
Utilities
Entertainment
Lifestyle
Weather
Music
Navigation
Sports
Travel
-100% -50% 0% 50% 100% 150%
-53%
-39%
-50%
59%
79%
105%
106%
148% Business
Finance
Medical
Sports
News
Social Networking
Lifestyle
Education
Books
Utilities
Shopping
Entertainment
Reference
Health & Fitness
Food & Drink
Photo & Video
Weather
Productivity
Music
Navigation
Travel
-100% -50% 0% 50% 100% 150%
49%
Early Pandemic
Mar-Apr 2019 vs. Mar-Apr 2020
Early 2021
Jan-Feb 2020 vs. Jan-Feb 2021
A Significant Fraction of COVID-19’s Impact Persists
Year-over-year U.S. download growth by category
23%
19%
18%
11%
0.4%
-28%
-31%

-100%
-50%
0%
50%
100%
150%
200%
J
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All Categories Business Sports Education Health & Fitness Travel Navigation In the U.S., Business apps like Zoom and
Google Meet saw the largest boost following
COVID-19. These apps also retained the most
growth into 2021, with downloads still up nearly
50 percent Y/Y a year into the pandemic.
Other categories saw downloads return
towards pre-pandemic levels. Education and
Health & Fitness had much lower growth by
early 2021. Meanwhile, Sports bounced back
as leagues re-opened by summer 2020.
5
Business Is Booming While Travel Adoption Remains Low
Monthly year-over-year U.S. download growth by category
Business
Sports
Education
Health & Fitness
Travel
Navigation
All Categories
App Trends: United States

U.S. app revenue spiked following the spread
of COVID-19, with year-over-year growth
jumping from around 20 to 25 percent before
the pandemic to nearly 50 percent in Q2 2020.
Growth hovered around 40 percent for the
remainder of 2020.
Revenue growth varied substantially across
top categories. Entertainment, Social
Networking, and Photo & Video apps did very
well in late 2020, while Music revenue actually
declined Y/Y.
6
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
38%
40%
48%
21%
22%
26%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
40%
42%
27%
15%
8%
-3%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
57%
55%
62%
22%
35%
44%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
58%
52%
65%
39%
44%
72%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
25%
16%
-2%
-8%
6%
13%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
-16%
All Categories
Photo & Video
Entertainment Social Networking
Lifestyle Music
U.S. Revenue Has Surged During the Pandemic
Quarterly year-over-year U.S. revenue growth by category
App Trends: U.S.
-15%
-2%
-12%
-0%
19%

Some of the top growing categories by
downloads also saw a significant rise in
revenue during the pandemic. While Education
and Business app revenue was still low relative
to other categories, both categories experienced
rapid growth during Q2 to Q4 2020.
Sports app revenue growth in the U.S. was
halted by the pandemic. Some positive growth
returned with the resumption of live sports in
the later quarters, and these apps will look to
make up ground in 2021.
7
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
38%
40%
48%
21%
22%
26%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
44%
55%
46%
22%
36%
39%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
36%
21%
16%
47%
45%
46%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
76%
77%
78%
38%
33%
45%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
114%
109%
103%
71%
28%
34%
All Categories
Education
Health & Fitness Productivity
Sports Business
Education, Business Revenue Skyrocketed in Late 2020
Quarterly year-over-year U.S. revenue growth by category
App Trends: U.S.
-14%
30%
12%
89%
82%
84%

—
The Impact of COVID-19 on Non-Games
App Trends:
Europe

Business app download growth was even
more pronounced in Europe than in the U.S.
Year-over-year growth peaked at more than 250
percent in the months immediately following
the spread of COVID-19 and remained high for
the following year.
Health & Fitness apps also saw a larger boost
in Europe than in the U.S. While U.S. download
growth was near zero by early 2021, European
downloads were up 23 percent.
9
Business
Health & Fitness
Books
Medical
Education
News
Productivity
Social Networking
Food & Drink
Lifestyle
Shopping
Photo & Video
Utilities
Finance
Reference
Entertainment
Music
Weather
Navigation
Travel
Sports
-100% 0% 100% 200% 300%
88%
80%
71%
70%
252% Business
Weather
Medical
Finance
Lifestyle
Shopping
Food & Drink
Health & Fitness
Books
Education
Entertainment
Photo & Video
Utilities
Social Networking
Sports
Reference
Productivity
Music
News
Travel
Navigation
-100% 0% 100% 200% 300%
83%
109%
Early Pandemic
Mar-Apr 2019 vs. Mar-Apr 2020
Early 2021
Jan-Feb 2020 vs. Jan-Feb 2021
European Business Downloads Still Up More than 100%
Year-over-year Europe download growth by category
2%
-16%
23%
19%
-21%
-18%
-27%
-38%
-41%
App Trends: Europe

-100%
-50%
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200%
250%
300%
350%
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All Categories Business Health & Fitness Education Sports Travel Navigation European download trends mirrored patterns
of COVID-19 case numbers. Category growth
regressed towards pre-pandemic levels in the
summer months as some countries began to re-
open, but reversed course as cases increased
again in the winter months. This gives us a sense
of what to expect as countries begin to re-open
again in 2021.
Sports downloads returned early into the
pandemic and actually made up for some of
the losses in the spring. By 2021, Sports installs
were similar to the pre-pandemic numbers.
10
COVID-19’s Impact was Evident in Winter Months
Monthly year-over-year Europe download growth by category
Business
Sports
Education
Health & Fitness
Travel
Navigation
All Categories
App Trends: Europe

While the revenue increase was not as large as
in the U.S., year-over-year growth did
increase in Europe following the spread of
COVID-19. Y/Y growth peaked in Q2 2020 at 40
percent and was above 30 percent for the next
two quarters.
Entertainment and Health & Fitness were
some of the highest gainers among top
categories by revenue in Europe. Health &
Fitness revenue growth surged to more than 70
percent Y/Y during the pandemic.
11
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
32%
30%
40%
25%
23%
18%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
49%
49%
63%
37%
37%
22%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
18%
20%
30%
28%
40%
31%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
25%
35%
16%
22%
23%
10%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
72%
83%
79%
46%
43%
33%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
50%
52%
80%
62%
71%
98%
All Categories
Lifestyle
Entertainment Social Networking
Health & Fitness Photo & Video
Entertainment, Health & Fitness Apps are Flourishing
Quarterly year-over-year Europe revenue growth by category
App Trends: Europe

Among some of the lower-revenue categories,
Education and News apps performed well
during COVID-19. These were also among the
top categories by download growth in the first
few months of the pandemic.
Sports revenue in Europe followed a similar
pattern to that seen in the U.S. Revenue
growth was solid in the second half of 2020 but
was still below pre-COVID-19 levels.
12
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
55%
54%
64%
34%
30%
22%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
28%
29%
25%
28%
32%
14%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
-5%
7%
4%
12%
22%
15%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
60%
71%
53%
27%
22%
9%
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
All Categories
Music
Education Productivity
News Sports
Sports Bounced Back After a Rough Q2 2020
Quarterly year-over-year Europe revenue growth by category
-25%
0%
25%
50%
75%
100%
125%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
32%
30%
40%
25%
23%
18%
App Trends: Europe
-14%
37%
25%
50%
45%
56%

—
A Look at the Apps Impacted Most by COVID-19
Category Trends:
Non-Games

0
5
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20
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MAU (indexed to January 2020) Monthly active users for top Business apps in
the U.S. spiked almost immediately as
COVID-19 created office closures. MAUs
reached nearly 14 times the January total by
April, and grew again in the later months of 2020
as U.S. cases climbed.
MAUs decreased somewhat in early 2021, but
were still more than 18 times higher than they
were a year prior. Expect Business app usage to
remain near this level until offices across the
country re-open. The possibility that some
companies may stay remote could mean MAUs
for these apps will remain significantly higher
than before COVID-19.
Category Trends 14
Top Business Apps’ MAUs Grew More than 20x in the U.S.
Indexed monthly active users (MAU) among the top five business apps
Note Regarding Monthly Active Users:
Monthly active users are aggregated for a cohort of top apps (Zoom,
Google Meet, Microsoft Teams, WhatsApp Business, and Cisco Webex
Meetings). MAU are indexed vs. January 2020.

The top two sports apps, ESPN and DAZN,
experienced rapid revenue growth before the
pandemic. ESPN’s revenue grew from $10
million in Q1 2019 to more than $43 million in Q1
2020, while DAZN’s revenue climbed from $16
million to $38 million over the same period.
ESPN and DAZN revenue dipped substantially
in Q2 2020 as COVID-19 forced live sporting
events to be postponed or cancelled.
Revenue bounced back somewhat in the second
half of 2020. DAZN’s revenue reached an all-
time high in Q4 2020 off of strong growth in
Europe and Japan, showing the benefits of
having its revenue distributed across multiple
regions. More than 99 percent of ESPN’s
revenue was from the U.S., and North America’s
growth lagged behind that of the other regions.
15
$0
$10M
$20M
$30M
$40M
$50M
Q
1
2
0
1
8
Q
2
0
2
1
8
Q
3
2
0
1
8
Q
4
2
0
1
8
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
U.S.
Sports Revenue Growth Starts to Return
Quarterly consumer spending for ESPN and DAZN
$0
$10M
$20M
$30M
$40M
$50M
Q
1
2
0
1
8
Q
2
0
2
1
8
Q
3
2
0
1
8
Q
4
2
0
1
8
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Worldwide Europe North America Japan
ESPN DAZN
Category Trends

Top Health & Fitness revenue gainers
following the pandemic included outdoor and
at-home workout options like Strava and
Peloton. Strava moved up four spots from 2019
to 2020 off of 142 percent growth year-over-year.
Strava revenue in Q3 2020 was more than it
earned in all of 2019.
Fitbit rolled out its subscription option, Fitbit
Premium, in September 2019. Its revenue
climbed from $6.6 million in Q1 2020 to more
than $17 million in Q4 2020, and it was among
the top five Health & Fitness apps by revenue in
the first two months of 2021.
16
Outdoor and At-Home Workout Apps Showed Strength
Top Health & Fitness apps by worldwide revenue
1
2
3
4
5
6
7
8
9
10
2019
1
2
3
4
5
6
7
8
9
10
2020
1
2
3
4
5
6
7
8
9
10
Jan-Feb 2021
Calm
Calm
MyFitnessPal
Under Armour
Headspace
Headspace
Sweat
Kayla Itsines
WW
Weight Watchers
BetterMe: Home Workout
BetterMe
30 Day Fitness
Bending Spoons
Strava
Strava
Lifesum
Lifesum
Freeletics
Freeletics
Calm
Calm
MyFitnessPal
Under Armour
Headspace
Headspace
Strava
Strava
WW
Weight Watchers
Sweat
Kayla Itsines
Fitbit
Fitbit
Flo
Flo Health
Muscle Booster
A.L. Amazing Apps
30 Day Fitness
Bending Spoons
-3
NEW
NEW
-2
-
-
-
+4
-
NEW
Calm
Calm
MyFitnessPal
Under Armour
Headspace
Headspace
WW
Weight Watchers
Fitbit
Fitbit
Strava
Strava
Flo
Flo Health
Sweat
Kayla Itsines
Peloton
Peloton
Muscle Booster
A.L. Amazing Apps
-1
-2
NEW
-
-
+1
-
+2
-2
+1
Category Trends

While many top Health & Fitness apps
maintained strong revenue growth in 2020,
outdoor and at-home workout apps
flourished during the pandemic. Revenue and
downloads spiked for Strava, AllTrails, and
Peloton as consumers looked to alternative
workout options during gyms closures.
Early 2021 data suggests that growth has
slowed as consumers adjust to pandemic life
and gyms begin to re-open. However, retaining
even a fraction of the increased user base gained
during the pandemic puts these apps in a great
position for 2021 and beyond.
17
Revenue Growth Accelerated for Key Apps
Revenue and download trends for top Health & Fitness apps
Category Trends
Yearly
Gross
Revenue
$0
$25M
$50M
$75M
$100M
$125M
Yearly Downloads
0 5M 10M 15M 20M 25M 30M
Calm in 2020
2019
2018
Strava in 2020
2019
2018
Headspace in 2020
2019
2018
Fitbit in 2020
2019
2018
MyFitnessPal
in 2020
2019
2018
AllTrails in
2020
2019
2018
Peloton in 2020
2019
2018
Sweat in 2020
2019 2018

—
The Impact of COVID-19 on Mobile Games
Mobile Gaming:
Revenue Trends

0%
10%
20%
30%
40%
50%
60%
70%
J
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1
Worldwide U.S. Europe Asia Global mobile game year-over-year revenue
growth increased from about 15 to 20 percent
before the pandemic to nearly 40 percent in
May 2020. Growth has remained high since,
hovering between 25 and 35 percent.
Revenue growth was highest in the U.S.,
peaking at 64 percent Y/Y in May 2020. U.S.
revenue growth remained higher than Europe
and Asia for the rest of the year. By early 2021,
growth rates were similar between the regions.
19
Mobile Game Revenue Growth Remains High
Monthly year-over-year mobile game revenue growth by region
U.S.
Asia
Europe
Worldwide
Mobile Gaming: Revenue Trends

Out of the top 10 game genres, only Strategy
saw a lower year-over-year growth rate in
2020 than it did in 2019. U.S. revenue for all
other genres spiked during the pandemic.
Simulation, propelled by games like Roblox, had
the highest Y/Y growth at 62 percent, followed by
Action at 51 percent.
Casino overtook Puzzle to become the top
genre by U.S. revenue in 2020. Coin Master was
the top earner in the Casino category and only
Roblox had more revenue growth in 2020.
20
$0
$1B
$2B
$3B
$4B
$5B
Casino Puzzle Strategy RPG Simulation Shooter Lifestyle Sports Tabletop Action
2018 2019 2020
Nearly All Game Genres Saw Growth Accelerate in 2020
Yearly U.S. mobile game consumer spending by game genre
+29%
+49%
+22%
+28%
+28%
+25%
+29%
+39%
+24%
+62%
+41%
+43%
+11%
+43%
+11%
+23%
+33%
+39%
+18%
+51% Note:
Consumer spending data includes the top 100 games by U.S. revenue
each month for each game genre.

While each of the top five game genres saw
U.S. consumer spending spike in Q2 following
the spread of COVID-19, the magnitude of
growth varied. Simulation consumer spending
more than doubled year-over-year in Q2 2020,
followed by Casino with 75 percent year-over-
year growth and RPG at 64 percent.
Revenue growth fell from its peak in Q2 2020
but was still above the pre-pandemic level for
each genre in Q4 2020. While Strategy growth
lagged behind the other genres in Q2 2020, it
was able to maintain that growth throughout
the rest of 2020.
21
0%
20%
40%
60%
80%
100%
120%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
All Games Simulation Casino RPG Strategy Puzzle
Some Genres Experienced a Larger Boost
Quarterly year-over-year U.S. consumer spending growth by game genre
Simulation
Strategy
RPG
Casino
Puzzle
All Games
Note:
Consumer spending data includes the top 100 games by U.S. revenue
each month for each game genre.

Revenue growth following the COVID-19
outbreak varied substantially across top U.S.
games. Many of these top performing games,
such as Roblox and Call of Duty: Mobile,
provided ways for consumers to play together
safely during social distancing. Pokémon GO
also had a surprise resurgence during the
pandemic thanks to the integration of play-at-
home features and numerous special events.
Not all single player games struggled during
the pandemic. Coin Master was the No. 2 game
by revenue growth during COVID-19. Other
single player games like Candy Crush Saga,
Gardenscapes, and Slotomania saw lower
growth during Q2 to Q4 2020.
22
$0
$10M
$20M
$30M
$40M
$50M
$60M
$70M
$80M
Roblox Coin Master Candy Crush
Saga
Pokémon
GO
Homescapes Gardenscapes Clash of
Clans
Slotomania PUBG Mobile Call of Duty:
Mobile
$23M
$24M
$25M
$26M
$32M
$34M
$46M
$54M
$57M
$69M
$11M
$21M
$27M
$28M
$31M
$24M
$21M
$52M
$39M
$41M
Q1 2020 Q2-Q4 2020
Social Games Tended to See Higher Growth
Average monthly U.S. consumer spending in the top 10 games of 2020, Q1 vs. Q2 to Q4 2020
+67%
+45%
+5%
+117%
+39%
+4%
-7%
-8% +16%
+98%

The top 10 games by U.S. revenue growth
during the pandemic represented seven
distinct genres, including five different genres
among the top five games. Playrix had two
Puzzle and Decorate titles among the top 10
with Fishdom and Homescapes, though revenue
growth for these titles slowed by Q4 2020.
Two shooter genre games were among the top
10 by revenue growth, including the battle
royale title Garena Free Fire and FPS/3PS
game Call of Duty: Mobile. Fortnite’s revenue
also spiked in Q2 2020 prior to it leaving the App
Store and Google Play later in the year.
23
Roblox
Coin Master
Pokémon GO
State of
Survival
Garena
Free Fire
Call of Duty:
Mobile
Fishdom
MARVEL
Strike Force
The Seven
Deadly Sins
Homescapes
$0 $50M $100M $150M $200M $250M $300M
Simulation Casino Geolocation AR Strategy Shooter Puzzle RPG
Sandbox Game Roblox Saw the Highest Growth
Growth in U.S. consumer spending in Q2 to Q4 2020 vs. the prior three quarters
Note: Excludes games launched in 2020.

Roblox and Coin Master revenue surged past
Candy Crush Saga in Q2 2020. Revenue growth
plateaued over the next two quarters, but they
remained the top two games in the U.S. Other
top titles like Candy Crush Saga and PUBG
Mobile didn’t see the same level of growth
during the pandemic.
Pokémon GO’s ascent continued into the
second half of 2020. Its U.S. revenue climbed
from $64 million in Q1 2020 to $166 million in Q4
2020, its highest total since it surpassed $220
million during its launch quarter in Q3 2020.
24
Roblox Ranked No. 1 for Spending During the Pandemic
Quarterly U.S. consumer spending for top games
$0
$50M
$100M
$150M
$200M
$250M
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Candy Crush Saga
Pokémon GO
Gardenscapes
Roblox
Coin Master
PUBG Mobile
Roblox Coin Master Candy Crush
Saga
Pokémon GO Gardenscapes PUBG Mobile

—
The Impact of COVID-19 on Mobile Games
Mobile Gaming:
Download Trends

-10%
0%
10%
20%
30%
40%
50%
60%
70%
80%
J
a
n
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2
0
F
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0
M
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-
2
0
A
p
r
-
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0
M
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y
-
2
0
J
u
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-
2
0
J
u
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-
2
0
A
u
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-
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0
S
e
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O
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1
Worldwide U.S. Europe Asia Mobile game download growth spiked in the
first few months of the pandemic from 26
percent year-over-year in January 2020 to 63
percent Y/Y in April as consumers looked for
new ways to entertain themselves. Download
growth fell back towards January’s total by
June, and it continued to decline during the rest
of the year.
Trends were similar in the U.S., Europe, and
Asia, with Asia’s download growth remaining
consistently higher than the other two
regions. Y/Y growth was lower during January
2021 than it was in January 2020 before the
pandemic began.
26
The Mobile Game Download Boost Was Temporary
Monthly year-over-year mobile game download growth by region
U.S.
Asia
Europe
Worldwide
Mobile Gaming: Download Trends

Much of the decline in U.S. download growth
in the second half of 2020 was explained by
Hypercasual games. U.S. installs for the top 100
Hypercasual games grew 40 percent from less
than 800 million in 2018 to more than 1.1 billion
in 2019, before falling 4 percent year-over-year in
2020. Tabletop game downloads also fell in 2020
after strong growth in 2019.
Not all genres saw downloads decline in 2020.
Puzzle game downloads grew 11 percent Y/Y,
and Simulation had 13 percent growth. Arcade
installs also grew 4 percent Y/Y, though it’s worth
noting that Arcade installs actually decreased
Y/Y if the top game, Among Us, was excluded.
27
0
200M
400M
600M
800M
1.0B
1.2B
Hypercasual Puzzle Arcade Simulation Lifestyle Tabletop Casino Shooter Strategy Sports
2018 2019 2020
App Adoption Fell Among Some Top Genres
Yearly U.S. mobile game downloads by game genre
+40%
-4%
-4%
+11%
+3%+4%
+8%
+13%
+9%
+4%
+20%
-10%
-1%
+30%
-19%-8%
-2% -3% -4% -6%
Note:
Download data includes the top 100 games by U.S. downloads each
month for each game genre.

Among Us from InnerSloth was the clear
standout in the last three quarters of 2020.
The multiplayer social deduction game was
released in 2018, but its popularity soared
during the pandemic as it provided a way for
friends to stay connected.
Some of the top revenue gainers during the
pandemic were also among the top games by
U.S. download growth, including Roblox,
Fishdom, and Coin Master. Nintendo’s Animal
Crossing: Pocket Camp saw a boost when its
publisher released the hit Animal Crossing: New
Horizons on Nintendo Switch in March 2020.
28
Among Us
Toca Life Word
Roblox
Fishdom
Coin Master
Evony
Word Collect
Subway Surfers
Animal Crossing:
Pocket Camp
Snake.io
0 10M 20M 30M 40M 50M
Arcade Lifestyle Simulation Puzzle Casino Strategy Hypercasual
Among Us Downloads Dwarfed All Other Games
Growth in U.S. downloads during Q2 to Q4 2020 vs. the prior three quarters
Note: Excludes games launched after Jun. 30 2019.

-30%
-20%
-10%
0%
10%
20%
30%
40%
50%
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
All Games Hypercasual Other The pandemic halted the rapid Hypercasual
adoption boom seen over the past several
years. With significant reductions in commuting
and travel in response to COVID-19, demand for
these simple games fell and Hypercasual genre
downloads decreased year-over-year each
quarter between Q2 and Q4 2020.
Other genres outside of Hypercasual saw
growth accelerate in Q2 2020. This lift did not
last, however, and mobile game downloads
decreased Y/Y in Q4 2020.
29
Hypercasual Downloads Fell During the Pandemic
Quarterly year-over-year U.S. mobile game download growth
Hypercasual
Other
All Games
Note:
Download data includes the top 100 games by U.S. downloads each
month for each game genre.

In Q1 2020, the Hypercasual genre accounted
for a larger share of top games than in the rest
of 2020, and these top games were able to
achieve higher download totals than later in
the year. Woodturning and Save The Girl
surpassed 10 million installs in Q1 and Q2,
respectively. The best quarter for a Hypercasual
game in the second half of the year was Shortcut
Run at 8.3 million.
Much of the decline in Hypercasual genre
game installs came from lower totals for the
top games. The No. 5 hypercasual game in Q1
2020, ID Please, had 6.9 million U.S. installs. The
number of downloads needed to rank No. 5 fell
each quarter since, dropping to 6.1 million in Q2,
5.6 million in Q3 and 4.3 million in Q4.
30
Hypercasual Had a Lower Ceiling During COVID-19
Top mobile games by U.S. downloads in 2020, by quarter
Save The Girl
Roblox
Go Knots 3D
Coin Master
Fishdom
ASMR Slicing
Tangle Master 3D
Call of Duty: Mobile
Wobble Man
Brain Test
0 5M 10M 15M 20M 25M
5.3M
6.2M
6.9M
7.9M
8.6M
6.1M
6.4M
6.5M
8.5M
10.3M
Hypercasual
Other
Among Us
Subway Surfers
Scribble Rider
Tie Dye
Cube Surfer
Roblox
Color Roll 3D
Tangle Master 3D
Fruit Clinic
Doctor Care
0 5M 10M 15M 20M 25M
7.0M
7.9M
23.4M
5.3M
5.5M
5.6M
6.2M
7.6M
7.8M
7.9M
Hypercasual
Other
Among Us
Shortcut Run
Chat Master
Roblox
Project Makeover
Acrylic Nails
Roof Rails
Match 3D
Let's Be Cops 3D
0 5M 10M 15M 20M 25M
4.3M
4.6M
6.5M
7.0M
24.2M
4.3M
5.4M
6.2M
7.2M
8.3M
Hypercasual
Other
Woodturning
Brain Test
Johnny Trigger
Draw Climber
Park Master
ID Please
Dentist Bling
Slap Kings
Sort It 3D
0 5M 10M 15M 20M 25M
6.9M
10.0M
6.5M
6.7M
6.8M
6.9M
7.3M
8.3M
9.3M
10.6M
Hypercasual
Other
Q1 2020 Q2 2020
Q3 2020 Q4 2020
No. 5 Hypercasual Game

Despite the hit taken by the U.S. Hypercasual
game market, some top publishers were able
to perform well even during the pandemic.
Voodoo’s downloads dropped off from their all-
time high from Q1 2020 but remained above 65
million for each of the next three quarters.
Meanwhile, Supersonic Studios launched with
successful Hypercasual titles like Join Clash
3D and Sort It 3D to rank among the top 10
publishers by U.S. downloads in 2020.
AppLovin, with the vast majority of its installs
coming from its Hypercasual genre games
publisher Lion Studios, saw its U.S. installs
plummet in Q2 2020. Its installs started to
recover in Q3 and Q4 though downloads were
still down 18 percent year-over-year in Q4 2020.
31
Top Hypercasual Publishers Had Mixed Results in 2020
Quarterly U.S. downloads for top hypercasual games publishers
0
20M
40M
60M
80M
Q
1
2
0
1
8
Q
2
2
0
1
8
Q
3
2
0
1
8
Q
4
2
0
1
8
Q
1
2
0
1
9
Q
2
2
0
1
9
Q
3
2
0
1
9
Q
4
2
0
1
9
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
2
0
2
0
Crazy Labs
+32% Y/Y
Supersonic Studios
Good Job Games
-15% Y/Y
Voodoo
+1% Y/Y in Q4 2020
AppLovin
-18% Y/Y
SayGames
-47 % Y/Y
Voodoo AppLovin Crazy Labs Supersonic
Studios
Good Job
Games
SayGames

—
Key Takeaways from the Report
Conclusion

1. Certain app categories are still experiencing the effects
of school and office closures a year into the pandemic.
● By February 2021, Business app installs are still up close to 100
percent year-over-year in Europe and nearly 50 percent in the
United States.
● Meanwhile, Travel, and Navigation app adoption remains low.
● The Sports category has recovered from the hit it took early in
the pandemic as live games were cancelled or postponed.
Sports installs returned by late 2020, although the rapid Sports
app revenue growth seen prior to the pandemic has yet to
return completely.
Conclusion
33
Conclusion

2. Mobile game revenue boomed during the pandemic and
has stayed high into early 2021.
● Mobile game revenue, sitting comfortably with 15 to 20 percent
year-over-year growth prior to the pandemic, saw growth
accelerate in the last three quarters of 2020. Worldwide
revenue growth peaked at nearly 40 percent Y/Y in May 2020
before settling in at 25 to 35 percent for the rest of the year.
● While many of the top growing games had a strong social
component, revenue growth was pronounced across top
genres in 2020.
● Even if pre-pandemic growth rates return in 2021, mobile
games have experienced a substantial and lasting boost.
Conclusion
34
Conclusion

3. The pandemic appears to have halted the rapid growth in
adoption for Hypercasual genre games.
● U.S. Hypercasual downloads had a compound annual growth
rate (CAGR) of 46 percent between Q1 2018 and Q1 2020.
● Following the spread of COVID-19, however, downloads fell in
three consecutive quarters.
● Hypercasual remains a huge market, but with growth
stalled during the pandemic plus uncertainty around IDFA’s
impact on the genre, it is unclear whether it will see a
return to pre-pandemic trends.
Conclusion
35
Conclusion

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SDK adoption across
market segments.
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are wholly owned by Sensor Tower, Inc. © 2021.
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