Insights from 1.50 billion mobile app users from 12 industries in North America, Europe, India, Southeast Asia, and the Middle East.
Industry worldwide takes a hit. Onset of slump in each geographic region varies. While European Union and Southeast Asia show an early downward trend in mid-February, the United States, and India show a late downfall in early to mid March coinciding with travel lockdowns in individual countries.
North America and India have seen sharp increase in active users respectively, on online shopping apps - particularly for daily services. On the other hand, consumers in Southeast Asia are still hesitant to shop online because conversions have plummeted to its lowest.
With mandatory work-from-home and social distancing policies in effect, this industry has seen the most exponential growth. Zoom is the leader in this category showing strong growth in most parts of the world. Another new entrant in the category that combines video chats with games, Houseparty saw record 5 digit growth in downloads in key geographies.
Exponential upward trends for news apps worldwide during late February, early March timelines. This coincides with the total increase in the number of COVID-19 cases worldwide. (exponential rise in total downloads and viewership). The Entertainment industry collectively sees a very late yet sustained upward bloom in Downloads and active users, around mid to late March.
Consumer trust is still high in North America and Southeast Asia as online food delivery apps see a steady increase in new and active users. However, food delivery apps in India have lost a huge chunk of active users in less than a month. We believe this trend to continue as the lockdown in India is more aggressive than other regions.
Worldwide consumer confidence takes a hit in the industry after
a busy start to 2020.
NA & EU: Small drop in downloads, while active users data seems about the same China & Southeast Asia: Both active users and downloads see a steep decrease India: Active users drop significantly in the last 30 days, while downloads are reduced exponentially
Downloads for the apps have taken a huge hit but active users
increase for the top 5 social media apps worldwide: Facebook,
Instagram, Whatsapp, Snapchat, and Twitter.
WeChat has shown a significant growth in both active users and Downloads in Asia. Along with the top 5 apps in the industry, India’s homegrown apps have seen their share of success with active users increasing exponentially in the last 90 days.
Healthcare apps in Southeast Asia are focussing on winning user trust and are running multiple awareness campaigns. This has led to a steep increase in spends on Healthcare apps in Southeast Asia, even though active users have fallen – a good tradeoff!
One of the worst hit industries after Travel & Hospitality is
Active users for ride hailing apps have fallen by a small margin in North America, whereas in Europe the number is almost halved. Though the drop in active users in India is low, downloads have plummeted exponentially. China, on the other hand, sees a significant increase in downloads after the government lifted the lockdown.
The Impact Quadrant divides industry verticals in specific geographies into 4 major categories:
We’ve analysed over 1.5 billion mobile app users from 12 industries(Media & Entertainment, Mobility, Travel/Hospitality, Social, Video chat apps, Real-Estate, Food delivery, E-commerce, Edtech, BFSI, Healthcare, and Telecom) and 5 regions for this report.
This report includes the impact of COVID-19 on North America, Europe, the Middle East, India, and Southeast Asia.
The COVID-19 Impact Quadrant denotes the business impact of the coronavirus on different industries in different regions. This is a plot of active users and new users, with all the industries categorised into Explosion (increase in both new and active users), Growth (increase in active users but decrease in new users), Slowdown (decrease in both new and active users), and Emergence (decrease in active users but increase in new users).
Online shopping apps have seen an increase in new and active users in North America and India. On the other hand, though online shopping apps in Southeast Asia, Europe, and the Middle East are losing new users, they are still retaining most of their active users.
The Travel & Hospitality industry is the most impacted by the COVID-19 pandemic and the lockdowns that followed. Active users and new users have plummeted across all the regions.
Real Estate apps in North America, Europe, India, and Southeast Asia have seen a sharp decrease in new and active users during the COVID-19 pandemic. The Middle East is an exception, however, as real estate apps in this region see a steady increase in both new and active users.
Video streaming apps are seeing an increase in new and active users as more and more users are staying indoors and turning to their smartphones for entertainment.
Video chat and online conference apps have seen an exponential growth in both new and active users during the COVID-19 pandemic. As businesses have implemented remote work procedures, all meetings have moved online. All the events and meet-ups that were cancelled have also moved to virtual conferences.
Healthcare apps in different regions are seeing different trends that resonate with the spread of COVID-19. In Southeast Asia, Healthcare apps see an increase in new users, but a decrease in new users. In North America, Europe, and the Middle East, Healthcare apps have seen an increase in both active and new users. However, Healthcare apps in India have seen their new and active users plummet after the COVID-19 pandemic.