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Solal retweeted
IAP (net) #guesstimates vs real revenue: Duolingo episode Sensortower, Oct : $53m*** Investor report, Jul-Sep avg: $90.5m That said, the 9x ARPU gap iOS/And is representative. If only the CPI gap was proporcional... #reachvsrich
Duolingo on iOS makes $29,000,000 more per month than Duolingo on android ($41M vs $12M).... Averaging less than half the monthly downloads (5M downloads/mo vs 13M downloads/mo)
IAP revenue ratio on iOS of the top10 grossing apps: Tiktok 87% DIsney 77% Tinder 85% Max 83% Linkedin 85% Bumble 82% Hulu 88% Audible 88% Peacock 79% Data @appfigures #Reachvsrich #paypeanutsgetmonkeys
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In fact it's closer to x7.5, not even showing the gap is worse for subscriptions asymco.com/2023/09/05/the-va… #reachvsrich
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Global app downloads stalling post-covid (* Downloads are driven by Android non-US, where only a small fraction the app economy revenue is happening. #reachvsrich)
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Replying to @Thomasbcn @duolingo
pix source @appfigures ARPU on Play 6x lower #reachvsrich
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In this world dominated by apps, sometimes I feel like I'm the only proponent of the mobile web. #mobilebiz #reachvsrich
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