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1、Discover the latest trends of the quarter across mobile apps and digital advertisingQ3 2024Digital Market Index1Note:Top publishers by app store revenue|Source:Sensor TowerSensor Tower|Our CustomersTop publishers trust Sensor Tower insights to grow their business-All Rights Reserved2Next level insig

2、hts.data.ai is now partof Sensor Tower-All Rights Reserved3 Sensor Tower Inc.-All Rights Reserved-All Rights ReservedMobile App Market Mobile Market Overview Top Markets Top Categories Top Apps Top Mobile GamesDigital Advertising Market Digital Advertising Overview Retail Media Advertising Snapshot5

3、1116 21 242735Table of Contents4-All Rights ReservedQ3 2024:Mobile Market Overview5About this Data:Mobile App MethodologySensor Towers Insights team compiled the download and consumer spend estimates provided in this report using the Sensor Tower Mobile App Insights platform.Figures cited in this re

4、port reflect App Store and Google Play download and consumer spend estimates for July 1,2024 through September 30,2024.Download estimates presented are on a per-user basis,meaning that only one download per Apple or Google account is counted towards the total.Downloads of the same app by the same us

5、er to multiple devices,updates,or re-installs of the same app by the same user are not counted towards the total.Android app install and consumer spend estimates represent downloads and spend from the Google Play Store only.Sensor Tower does not provide download estimates for third-party Android sto

6、res.Consumer spend estimates are gross inclusive of any percent taken by the app stores.Sensor Tower Inc.-All Rights Reserved Sensor Tower Inc.-All Rights Reserved-All Rights Reserved6-All Rights ReservedConsumer Spend on Mobile Makes Another Jump Forward in Q3 to More than$38 Billion Global consume

7、r spend across iOS and Google Play surpassed$38 billion in Q3 2024,up nearly$2 billion from the previous high in Q2 2024 and an increase of more than$4 billion year-over-year(+12.4%YoY).App growth,which has outpaced that of games for several years now,accelerated in Q3 2024 to 25%YoY.Games still hav

8、e the higher total with$20.4 billion in consumer spend compared to$17.7 billion for apps,though the gap is closing fast.There is some good news for mobile games as well.Consumer spend has trended back in the positive direction again,reaching its highest total in more than two years in Q3 2024.Source

9、:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.OverallAppsGames$50B$45B$40B$35B$30B$25B$20B$15B$10B$5B02023 Q32023 Q42024 Q12024 Q22024 Q3$33.9B$34.6B$36.0B$36.3B$38.1BQuarterly Worldwide App Consumer Spend Between Q3 2023-Q3 2024iOS and Google Play+12

10、.4%vs.Q3 20237-All Rights Reserved$30B$25B$20B$15B$10B$5B02023 Q32024 Q3$12.65B$12.65B$12.65B$10.67B$10.67B$10.67B$13.30B$13.30B$13.30B$13.14B$13.14B$13.14BGamesNon-Games$30B$25B$20B$15B$10B$5B02023 Q32024 Q3$7.08B$7.08B$7.08B$3.51B$3.51B$3.51B$7.07B$7.07B$7.07B$4.60B$4.60B$4.60BGamesNon-GamesThe Mo

11、bile Market Remains Strong Across Both Top PlatformsiOS and Google Play both achieved double-digit YoY growth for consumer spend,with iOS slightly outpacing Google Play at 13.4%vs.10.2%.Nearly 70%of consumer spend was from iOS,though its worth noting that Google Play is not available in China(the se

12、cond largest market on iOS).For non-games,Google Play achieved higher growth than iOS,up 31%YoY.Non-games still account for a relatively low share of spend on Google Play,indicating that there is potential for even more growth on the platform.Source:Sensor TowerNote:iOS and Google Play combined.iOS

13、only for China.Excludes third-party Android.Worldwide App Consumer Spend in Q3 2024iOSGoogle Play$26.4 B(+13.4%)$11.7 B(+10.2%)8-All Rights ReservedNon-Game Downloads Reach Highest Total Since Early 2020Downloads for apps(excluding mobile games)surpassed 22 billion in Q3 2024,nearly reaching the all

14、-time high set in in Q2 2020 at the start of the pandemic.Some of the fastest growing categories for new downloads included Productivity,Finance,Shopping,and Lifestyle.In contrast,mobile game downloads continued to decline to 12.3 billion in Q3 2024.Much of the decline in downloads was from Casual g

15、enres like Arcade and Lifestyle.Game downloads were still up more than 10%compared to before the pandemic.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.OverallAppsGames45B40B35B30B25B20B15B10B5B02023 Q32023 Q42024 Q12024 Q22024 Q334.7B33.5B34.2B

16、33.7B34.5BQuarterly Worldwide App Downloads Between Q3 2023-Q3 2024iOS and Google Play-0.6%vs.Q3 20239-All Rights Reserved30B25B20B15B10B5B02023 Q32024 Q32.02B2.02B2.02B6.48B6.48B6.48B2.03B2.03B2.03B6.92B6.92B6.92BGamesNon-Games30B25B20B15B10B5B02023 Q32024 Q311.20B11.20B11.20B15.04B15.04B15.04B10.2

17、5B10.25B10.25B15.25B15.25B15.25BGamesNon-GamesiOS Download Growth Accelerated as Google Play Downloads Start to Level OutiOS downloads climbed to 9 billion in Q3 2024 and the 5%YoY growth was the highest on the platform since the start of the pandemic in 2020.Nearly all of the growth came from non-g

18、ames.Google Play downloads declined 2.8%YoY to 25.5 billion.A few top markets explained most of this decrease.Excluding the top 2 markets(India and Brazil),downloads were actually up slightly,again largely attributed to non-games.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for Chin

19、a.Excludes third-party Android.Worldwide App Downloads in Q3 2024iOSGoogle Play9.0 B(+5.3%)25.5 B(-2.8%)10-All Rights ReservedQ3 2024:Top Markets11-All Rights ReservedConsumer Spend in the United States Surpassed a Record-High$13 Billion The United States remains the dominant market on mobile with s

20、trong growth again in Q3 2024.It had more than double the consumer spend of the#2 market,China Mainland,though China Mainland figures only include iOS spend(since Google Play is not available there).Europe had strong growth during the quarter,with consumer spend in the region climbing 25%YoY.This fa

21、r outpaced the 13%YoY growth seen in North America and the 6%YoY growth in Asia over the same period.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.$15B$10B$5B0United StatesChina MainlandJapanSouth KoreaGermany2023 Q32024 Q3Top Markets by Consume

22、r Spend in Q3 2024+13%+24%+2%+3%+9%12-All Rights ReservedThree European Countries Rank Among the Fastest Growing in Q3 2024Germany,the United Kingdom,and France each ranked among the top five by YoY consumer spend growth,trailing only the top two overall markets in the United States and China Mainla

23、nd.And the opportunities for growth in Europe didnt stop there Turkey and Italy also ranked among the top 10 by growth.Still,the US will likely be a key market for many app developers moving forward.Even though its consumer spend growth lagged behind Europe on a percent basis,its$1.54 billion in gro

24、wth was more than that in all of Europe combined.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.Top Breakout Markets by Year-over-Year Consumer Spend Growth in Q3 2024$15B$10B$5B0United StatesChina MainlandGermanyUnited KingdomFrance2023 Q32024 Q

25、3+$2B+$1B0United StatesChina MainlandGermanyUnited KingdomFrance+$1.54B+$0.51B+$0.25B+$0.18B+$0.18BYoY Growth+13%+17%+27%+24%+9%13-All Rights Reserved8B6B4B2B0IndiaUnited StatesBrazilIndonesiaChina Mainland2023 Q32024 Q3App Developers Need to Appeal to Some Smaller Markets for Download GrowthWith mo

26、bile markets maturing in some of the largest countries,growth opportunities are more likely to be found in some smaller markets.While downloads in India and Brazil fell 7%and 10%,respectively,markets ranking outside the top 20 saw downloads climb 2.5%YoY collectively.Indonesia was an exception among

27、 the largest markets with 10%YoY growth.It trailed Brazil by only 370 million Q3 2024 compared to a gap of more than 800 million a year prior.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.Top Markets by Downloads in Q3 2024-7%+4%+10%-10%-1%14-Al

28、l Rights ReservedWhile Europe Leads in Consumer Spend Growth,Look to Asia and Africa for New Downloads Indonesias downloads climbed by more than 180 million in Q3 2024 compared to Q3 2023,well above the growth in any other market.However,a few other markets in Asia had strong quarters,including Paki

29、stan and China Mainland.Africa is an emerging region for app downloads,with overall growth in the region of nearly 11%YoY.Nigeria and South Africa led the way with download growth of 83 million and 70 million,respectively.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Exclud

30、es third-party Android.Top Breakout Markets by Year-over-Year Download Growth in Q3 20242.5B2B1.5B1B0.5B0IndonesiaPakistanNigeriaSouth AfricaChina Mainland2023 Q32024 Q3+200M+150M+100M+50M0IndonesiaPakistanNigeriaSouth AfricaChina Mainland+183M+89M+83M+70M+63MYoY Growth+10%+28%+4%+28%+11%15-All Righ

31、ts ReservedQ3 2024:Top Categories16-All Rights ReservedProductivity LeadsStrong Consumer Spend Growth Across All TopApp CategoriesConsumer spend grew rapidly across app categories.Each of the top 10 categories reached at least 10%YoY growth,while Entertainment,Photo&Video,and Productivity surpassed

32、30%.AI has only accelerated the rise of consumer spend on mobile outside of gaming.ChatGPT ranked as the 16th app overall by worldwide consumer spend in Q3 2024,up from 27th the prior quarter.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.Categor

33、ies classified by the iOS App Store and Google Play categories for each app.Top App Categories by Consumer Spend in Q3 2024Share by CategoryTop CategoriesEntertainmentSocialPhoto&VideoProductivityMusicLifestyleHealth&FitnessBooksEducationUtilities0$1B$2B$3B$4B$5BQ3 2023Q3 202432%20%32%43%18%12%11%18

34、%13%22%WorldwideEntertainmentSocialNetworkingPhoto&VideoProductivityMusicLifestyleHealth&FitnessBooksEducationUtilitiesBusinessSportsYoY Growth17-All Rights ReservedAI Has Also Propelled Productivity Downloads in 2024Productivity was the only top app category to achieve double-digit growth YoY in Q3

35、 2024.Google Gemini was the latest AI app to take off with its downloads climbing 270%quarter-over-quarter to surpass 38 million.Utilities,the top category globally,had a 3%YoY decline in Q3 2024.Still,there are some signs that the category is about to turn the corner this quarter was a notable impr

36、ovement from the 10%YoY decline in Q2 and marks the third straight quarter of positive QoQ growth.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party Android.Categories classified by the iOS App Store and Google Play categories for each app.Top App Categories

37、 by Downloads in Q3 2024Share by CategoryTop CategoriesUtilitiesEntertainmentProductivityFinancePhoto&VideoShoppingSocialLifestyleMusicEducation01B2B3B4BQ3 2023Q3 20243%3%10%9%5%7%4%7%4%6%WorldwideUtilitiesEntertainmentProductivityFinancePhoto&VideoShoppingSocialNetworkingLifestyleMusicEducationTrav

38、elBusinessHealth&FitnessNavigationFood&DrinkYoY Growth18-All Rights ReservedStrategy Extends its Advantage as the Top Genre for Mobile Game SpendStrategy and RPG have trended in opposite directions since the middle of 2023.RPGs consumer spend has declined steadily in top APAC markets like Japan,Chin

39、a,and South Korea,while Strategy spend has started to bounce back in its top markets including China,the US,and Japan.Action was another game genre that took a huge step forward in Q3 2024,with consumer spend climbing 81%YoY.Dungeon&Fighter Mobile was a major contributor,ranking as the#3 game by con

40、sumer spend in Q3 2024 and#2 in China Mainland(only behind Honor of Kings).Thanks to Dungeon&Fighter Mobiles popularity in the market,Action was the#3 genre in China Mainland.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party AndroidGames classified by Senso

41、r Towers Game Taxonomy as of October 14,2024.Top Game Genres by Consumer Spend in Q3 2024StrategyRPGPuzzleCasinoSimulationActionShooterSportsLifestyleArcade0$1B$2B$3B$4B$5BQ3 2023Q3 202418%21%13%2%15%81%8%6%35%19%WorldwideStrategyRPGPuzzleCasinoSimulationActionShooterSports4XStrategyMOBASquad RPGMMO

42、RPGPuzzle RPGMatchSwapSlotsCoinLootersSandboxFPS/3PSYoY GrowthShare by Genre/SubgenreTop Genres19-All Rights ReservedCasual Genres Account for Nearly 75%of Mobile Game DownloadsCasual games(in the Lifestyle&Puzzle class using Sensor Towers Game Taxonomy)accounted for 73.5%of all mobile game download

43、s in Q3 2024.Simulation,Arcade,and Puzzle led the way with around 20%apiece.While downloads for most game genres declined,Simulation and Strategy were two notable exceptions.Supermarket simulators were a popular theme during the quarter,as were survival strategy games like Last War and Whiteout Surv

44、ival.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party AndroidGames classified by Sensor Towers Game Taxonomy as of October 14,2024.Top Game Genres by Downloads in Q3 2024Share by Genre/SubgenreTop GenresSimulationArcadePuzzleLifestyleTabletopShooterActionS

45、trategySportsRacing0 0.4B 0.8B 1.2B 1.6B2B 2.4B 2.8BQ3 2023Q3 20242%11%4%11%8%5%7%9%7%6%WorldwideSimulationArcadePuzzleLifestyleTabletopShooterActionStrategySportsRacingRPGSimulatorSandboxIdlerPlatformer/RunnerOtherArcadeRiddlePhysicsCustomiVirtual PetBoardFPS/3PSYoY Growth20-All Rights ReservedQ3 2

46、024:Top Apps21-All Rights ReservedTikTok Becomes the First Mobile App to Reach$1.5 Billion in Consumer Spend in a QuarterA little over a year after TikTok became the first app to reach$1 billion in a quarter,the short-video sensation continues to push the limits of mobile monetization with a record$

47、1.5 billion in consumer spend in Q3 2024.The US passed China as TikToks top market(note that this only counts iOS revenue in China),and the app achieved rapid growth in Europe as well.Looking at downloads,Instagram passed TikTok to regain the top spot in Q3 2024.Another Meta-owned app,Threads,broke

48、into the top 10 for the first time since it launched last year.Meanwhile,ChatGPT climbed four spots to rank among the top 10 for the first time.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.Excludes third-party AndroidChange is vs.the previous quarter(Q2 2024).Top Apps Acro

49、ss iOS and Google PlayQ3 2024Worldwide1Rank1TikTok2Google One3YouTube4Disney+5Tinder6Max7WeTV81LinkedIn91Bumble102iQIYIRankChangeAppConsumer SpendDownloads11Instagram21TikTok31WhatsApp Messenger41Temu52Facebook61Telegram71CapCut84Threads9Spotify104ChatGPTRankChangeApp22-All Rights ReservedShort-Form

50、 Drama Apps Gained Ground in Q3 2024 A pair of short-form drama apps,ShortMax and ReelShort,ranked among the top 10 by worldwide download growth quarter-over-quarter,and DramaBox ranked just outside the top 10 at#13.These three apps combined for more than$250 million in consumer spend across iOS and

51、 Google Play in Q3 2024,nearly reaching Maxs total for the quarter(the#2 video streaming app behind Disney+).AI also gained traction on mobile,with Google Gemini and ChatGPT ranking third and seventh,respectively,by QoQ growth.Source:Sensor TowerNote:iOS and Google Play combined.iOS only for China.E

52、xcludes third-party AndroidChange is vs.the previous quarter(Q2 2024).Top Breakout Apps Across iOS and Google PlayGrowth in Q3 2024 vs.Q2 2024Worldwide1Rank11TikTok23YouTube32Google One41611ChatGPT5176CapCut63934ShortMax73111ReelShort8256AmazonShopping96896NFL10191LINE MangaBreakoutRankCurrent Quart

53、erRankChangeApp NameConsumer SpendDownloads141Temu284Threads327139GoogleGemini41511Meesho573NarishaktiDoot611Instagram7104ChatGPT857449Sony LIV91912PhonePe103566ShortMaxBreakoutRankCurrent QuarterRankChangeApp Name23-All Rights ReservedQ3 2024:Top Games24-All Rights ReservedHonor of Kings Leads Six

54、Games Above$400 Million in Consumer SpendHonor of Kings was one of six titles to surpass$400 million in global consumer spend in Q3 2024,and was one of several to reach$500 million.Dungeon&Fighter achieved the highest growth among the top 10,with more than 99%of its spend coming from China.My Superm

55、arket Simulator 3D leveraged the growing popularity of supermarket games,the only new game to break into the top 10 in the downloads rankings.Shopping-themed games were quite popular with more than 115 million combined downloads,up340%YoY.Source:Sensor TowerNote:iOS and Google Play combined.iOS only

56、 for China.Excludes third-party AndroidChange is vs.the previous quarter(Q2 2024).Top Games Across iOS and Google PlayQ3 2024Worldwide1RankConsumer SpendDownloads11Honor of Kings21MONOPOLY GO!34Dungeon&Fighter41Royal Match51Roblox61Last War:Survival74Whiteout Survival82Candy Crush Saga91Brawl Stars1

57、01Coin MasterRankChangeApp1Garena Free Fire297Offline Games-No Wifi Games3Roblox41Ludo King51Subway Surfers61Block Blast!75Pizza Ready!8My Supermarket Simulator 3D91PUBG MOBILE103My Talking Tom 2RankChangeApp25-All Rights ReservedMany Games from Asia-Based Publishers Topped the Breakout RankingsThe

58、top 10 games by consumer spend growth in Q3 2024 included many APAC-based publishers,including more than half originating in China from publishers like Tencent,miHoYo,Century Games,and FirstFun.These publishers have found ways to succeed globally despite mobile game revenue slowdowns across much of

59、Asia.Zenless Zone Zero from miHoYo had a successful launch at the start of the quarter,ranking#2 by consumer spend growth and#3 by download growth.China was its top market for both spend and downloads,though it was popular in Japan,the US,and South Korea as well.Source:Sensor TowerNote:iOS and Googl

60、e Play combined.iOS only for China.Excludes third-party AndroidChange is vs.the previous quarter(Q2 2024).Top Breakout Games Across iOS and Google PlayGrowth in Q3 2024 vs.Q2 2024Worldwide1Rank134Dungeon&Fighter218Zenless Zone Zero31951DRAGON BALL ZDOKKAN BATTLE474Whiteout Survival5128Pokmon GO661La

61、st War:Survival771永劫無間84060三國：謀定天下93327AFK Journey1089BreakoutRankCurrentQuarterRankChangeApp NameConsumer SpendDownloads1297Offline Games-NoWifi Games28My SupermarketSimulator 3D354Zenless Zone Zero462Satisroom532504My Talking Hank:Islands656Fruit Merge739542SCHOOLBOYRUNAWAY-STEALTH83Roblox985Priso

62、n Life:IdleGame101698Hole.ioBreakoutRankCurrentQuarterRankChangeApp Name26-All Rights ReservedQ3 2024:Digital Advertising Overview27About this Data:Digital Advertising MethodologyThe digital ad spending and impressions estimates presented in this report were compiled by Sensor Towers Insights team u

63、sing Pathmatics by Sensor Tower Digital Advertising Insights.The figures mentioned in this report reflect estimated ad investments made by advertisers through August 31,2024.Data includes select channels in each market.Figures in this report represent the totals for these channels only,not across al

64、l digital formats.Data Collection:Pathmatics collects a sample of digital ads from the web.In order to report the most complete picture of the digital advertising landscape,we utilize two leading data sourcing technologies:panels and data aggregators.Pathmatics uses statistical sampling methods to e

65、stimate impressions,cost per thousand impressions(CPMs),and spend for each creative.Each impression served to our data aggregators and panelists is assigned a CPM,which when combined with impressions results in our spend estimates.Pathmatics OTT data is powered by a panel of real OTT&CTV viewers and

66、 includes data representative of all Smart TV brands,such as Hulu,Netflix,Pluto TV,Tubi,Peacock,and Paramount+.Sensor Tower Inc.-All Rights Reserved Sensor Tower Inc.-All Rights Reserved-All Rights Reserved28-All Rights ReservedUnited States Digital Ad Spend Approached$30 Billion Going into the Holi

67、day SeasonUS digital ad spend across mobile,desktop,and OTT reached nearly$30 billion in Q3 2024 with 3.7 trillion impressions.These were both up roughly 10%YoY and suggest record-setting digital ad spend to come in Q4 during the holiday season.Check out the other markets this quarter,including two

68、new markets:Japan and South Korea.Note that ad spend and impressions estimates in these markets are only available for part of the analysis period.Source:Sensor TowerNote:Includes a selection of advertising channels.Ad spend estimates as of October 21,2024.Available ad channels vary by market.See Ap

69、pendix(page 43)for list of ad channels included in each market.Japan estimates are available starting 2023 Q4.South Korea estimates are available starting 2024 Q1.United States1Rank$30B$20B$10B02023 Q32023 Q42024 Q12024 Q22024 Q3Digital Ad Spend by CountryDigital Ad Impressions by Country$29.6Bvs.Q3

70、 20234T3T2T1T02023 Q32023 Q42024 Q12024 Q22024 Q3+10%vs.Q3 2023FacebookInstagramLinkedInPinterestRedditSnapchatTikTokX(formerlyTwitter)YouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAdChannelIncluded?Included Ad ChannelsOnly select ad channels are available in each market3.7T+9%29-All Rights Reser

71、vedUnited States1RankFacebook and Instagram Account for 47 Cents of Each Dollar Spent on US Digital AdvertisingAmong included digital ad channels in the US,social networks like Facebook,Instagram,TikTok,and our newest included channel Reddit accounted for more than 75%digital ad spend in Q3 2024.Fac

72、ebook and Instagram alone account for nearly half of all spend.OTT is another big contributor in the US,taking roughly 13%of digital ad spend.This was a little above the share from YouTube.Source:Sensor TowerNote:Includes a selection of advertising channels.Ad spend estimates as of October 21,2024.A

73、vailable ad channels vary by market.See Appendix(page 43)for list of ad channels included in each market.FacebookInstagramLinkedInPinterestRedditSnapchatTikTokX(formerlyTwitter)YouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAdChannelIncluded?Included Ad ChannelsOnly select ad channels are availabl

74、e in each marketShare of Digital Ad Spend by Channel in Q3 2024100%90%80%70%60%50%40%30%20%10%0Share of Ad Spend76%76%76%6.8%6.8%6.8%17.3%17.3%17.3%SocialDisplayVideoSocialDisplayVideoFacebookInstagramLinkedInPinterestSnapchatTikTokYouTubeDesktopDisplayOTTDesktopVideo30-All Rights ReservedInstagram

75、Tops Five Social Channels with Double-Digit US AdSpend GrowthUnited States ad spend had strong growth across most social channels in Q3 2024,including 21%YoY growth on Instagram and 20%YoY growth on Pinterest.Facebook ad spend growth trailed a bit at 4%,though it was still the top digital ad channel

76、 by spend in the market.OTT was also a popular ad channel in the United States,ranking just ahead of YouTube.OTTs YoY growth ranked third behind Instagram and Pinterest,boosted by big events like the Summer Olympics and the US Presidential Election.Source:Sensor TowerNote:Includes a selection of adv

77、ertising channels.Ad spend estimates as of October 21,2024.Available ad channels vary by market.See Appendix(page 43)for list of ad channels included in each market.Year-over-year estimates for Japan and Korea are not available.Year-over-Year Digital Ad Spend Growth by Channel in Q3 2024United State

78、s$8B$6B$4B$2B0FacebookInstagramOTTYouTubeTikTokDesktop DisplDesktop VideoLinkedInSnapchatPinterestX(formerly TwQ3 2023Q3 202440%20%0FaceboInstagrOTTYouTubeTikTokDesktopDesktopLinkedInSnapchPinterestX(forme4%21%14%11%12%-8%50%13%3%20%0%YoY Growth31-All Rights ReservedUS Ad Spend for Shopping Has Leve

79、led Out Which Categories are Providing Growth in Q3 2024?Digital ad spend for shopping,the top ad category across markets,declined in several countries including the US,Australia,Canada,Germany,and the UK.This was not consistent across the globe,however other countries including Spain,France,and Bra

80、zil saw their Shopping ad spend tick up slightly.Financial Services was the fastest growing category in the US in Q3 2024.Several insurance companies led the way in terms of US digital ad spend for the Financial Services category in Q3 2024,including Progressive Casualty Insurance Company,AllState C

81、orporation,and Liberty Mutual Insurance Company.Top Categories by Digital Ad Spend in 2024 Q3Source:Sensor TowerNote:Includes a selection of advertising channels.Ad spend estimates as of October 21,2024.Available ad channels vary by market.See Appendix(page 43)for list of ad channels included in eac

82、h market.Year-over-year estimates for Japan and Korea are not available.United States1.Shopping2.Consumer Packaged Goods3.Media&Entertainment4.Financial Services5.Health&Wellness6.Food&Dining Services7.Auto8.So?ware9.Gaming10.Travel&Tourism0$1B$2B$3B$4B$5B$6BQ3 2023Q3 202410%4%4%27%3%4%13%13%7%4%Fac

83、ebookInstagramLinkedInPinterestRedditSnapchatTikTokX(formerlyTwitter)YouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAdChannelIncluded?Included Ad ChannelsOnly select ad channels are available in each market32-All Rights ReservedThe Summer Olympics Vaulted NBC Universal Television into theTop 5 Adv

84、ertisersMany of the top US advertisers during the quarter remained the same as last quarter,including A,Procter&Gamble,and Expedia.NBC Universal Television and Google were the two advertisers to take big jumps into the top 10.NBC took advantage of the opportunity to highlight the Summer Olympics and

85、 its streaming service,Peacock.Googles ad spend climbed as it promoted its Google Lens feature and sponsored Netflixs Emily in Paris.Top Advertisers by Digital Ad Spend in 2024 Q3Source:Sensor TowerNote:Includes a selection of advertising channels.Ad spend estimates as of October 21,2024.Available a

86、d channels vary by market.See Appendix(page 43)for list of ad channels included in each market.United States1A12Procter&Gamble13Google154NBC Universal Television()205Walmart Inc.66Expedia,Inc.37PepsiCo,Inc.8Temu(Whaleco Inc.)29Progressive Casualty Insurance Company10Deutsche Telekom3Rank AdvertiserC

87、hange vs.2024 Q2FacebookInstagramLinkedInPinterestRedditSnapchatTikTokX(formerlyTwitter)YouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAdChannelIncluded?Included Ad ChannelsOnly select ad channels are available in each market33-All Rights ReservedUS Political Ads Ramped Up in Q3 2024 as the Presid

88、ential Election ApproachedHarris for President ranked fourth by QoQ ad spend growth in Q3 2024,only ranking behind three of the top four digital advertisers overall in the US.Donald J.Trump for President also dramatically increased its ad spend during the quarter,though it trailed the Harris campaig

89、n throughout.Several tech companies increased their digital ad spend in the US including Google,Samsung,and Meta Platforms.Google and Meta both advertised their AI features.Top Breakout Advertisers by Digital Ad Spend Growth in 2024 Q3 vs.2024 Q2Source:Sensor TowerNote:Includes a selection of advert

90、ising channels.Ad spend estimates as of October 21,2024.Available ad channels vary by market.See Appendix(page 43)for list of ad channels included in each market.United States1Google3152NBC Universal Television()4203A114Harris for President3516505General Mills21946Walmart Inc.567Samsung28408Mars,Inc

91、orporated12169Allstate Corporation261410Meta Platforms,Inc.(formerlyFacebook,Inc.)2919Rank AdvertiserRank in2024 Q3Change vs.2024Q2FacebookInstagramLinkedInPinterestRedditSnapchatTikTokX(formerlyTwitter)YouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAdChannelIncluded?Included Ad ChannelsOnly selec

92、t ad channels are available in each market34-All Rights ReservedQ3 2024:Retail Media Advertising Overview35-All Rights ReservedWhat is RetailMedia Insights?Pathmatics by Sensor Towers Retail Media Insights provides marketers with complete visibility into the co-branded digital advertising ecosystem

93、and retail media networks.Your customized marketing insights reports empower you with a view into spend,media mix,impressions and share of voice for display,video,mobile,OTT,and paid social across your selected retail partners and competitors.Benchmark yourself against your competitors co-branded ca

94、mpaigns to understand seasonality and trendsUncover retailer media network and competitor media mix&marketing strategyRetailer:ChewyRetailer:Best BuyAdvertiser:Purina PetCareAdvertiser:GoogleAdvertiser:Behr Paint CompanyRetailer:Home DepotRetailer:TargetAdvertiser:HasbroLearn More&Request a Demo Her

95、e36-All Rights ReservedUS Retail Media Ad Impressions Climbed 17%in Q3 2024 as Holiday Advertising Picks UpRetail media continues to become an increasingly important part of a brands marketing strategy.US retail media impressions reached 67.5 billion impressions in Q3 2024,up 10 billion(+17%)from a

96、year earlier.With the holiday season already ramping up,expect retail media impressions to blow past 75 billion in Q4 2024 as advertisers take advantage of this key time to promote their products.80B70B60B50B40B30B20B10B02023 Q32023 Q42024 Q12024 Q22024 Q357.5B72.2B43.2B50.6B67.5BRetail Media Ad Imp

97、ressions in the United StatesSource:Sensor TowerNote:Includes a selection of top US retailers.+17%Year-over-Year37-All Rights ReservedWalmart is United States Retail Media leader while Uber Eats gains tractionWalmart continued its dominance in terms of US retail media impressions with more than 17 b

98、illion impressions,twice as many as the#2 retailer,Target.Chewy,Home Depot,and Best Buy rounded out the top five.Uber Technologies entered the top 10 this quarter using co-branded ads with Uber Eats.1.Walmart Inc.2.Target3.Chewy,Inc.4.Home Depot5.Best Buy Co.,Inc.6.The Kroger Co.7.Sephora8.Lowes Hom

99、e Centers,Inc.9.Uber Technologies,Inc.10.Ulta Salon,Cosmetics&Fragrance,Inc05B10B15B20BImpressionsOnsiteOffsiteTop Retail Media Retailers by Impressions in the United StatesQ3 2024Definitions:Onsite:Ads displayed on the retailers website(for example,ads displayed on W).Note that this includes onsite

100、 display only,not inclusive of search,sponsored results,or proprietary ad units per retailer Offsite:Ads displayed on other websites,social media platforms,or OTT.For example,this includes co-branded advertisements on Facebook,TikTok,and YouTube.Source:Sensor TowerNote:Includes a selection of top US

101、 retailers.38-All Rights ReservedFour Categories Surpassed5 Billion Retail Media Impressions in Q3 2024United States retail media impressions were most common for Personal Care,Food&Beverages,Home&Garden,and Pet Supplies.These categories combined for more than 60%of the total retail media impression

102、s.Several other categories had at least a billion retail media impressions,including Computers&Consumer Electronics(at around 3 billion),Household Supplies,and Dining&Restaurants.Top Categories by Retail Media Advertising Impressions in the United States Q3 2024Definition:Category:The category of th

103、e product being displayed in the advertisement.Cases where the retailer is advertising for its own brand,where the product is unidentifiable,or the advertisers are not currently tracked by Sensor Tower are excluded.Source:Sensor TowerNote:Includes a selection of top US retailers.Excludes cases when

104、the advertisers are not currently tracked by Sensor Tower.All RetailersPersonal CareFood&BeveragesHome&Garden ShoppingPet SuppliesComputers&Consumer ElectronicsOther ShoppingHousehold SuppliesOther Consumer Packaged GoodsDining&RestaurantsApparel00.5B1B1.5B2B2.5B3B3.5B4B4.5B5B5.5B6BImpressions39-All

105、 Rights ReservedTarget and Walmart Provide Options Across Categories Unlike More Specialized RetailersWalmart was among the top five retailers across each of the top categories in Q3 2024,while Target was among the top five in seven of the top 10.Some other categories have more specialized retailers

106、 that are more popular options than Walmart and Target.Sephora and Ulta top the Personal Care category,and Chewy leads PetSmart and Petco for Pet Supplies.Category:Personal CareSephoraUlta Salon,Cosmetics&Fragrance,IncWalmart Inc.TargetWalgreens00.2B0.4B0.6B0.8B1B1.2B1.4B1.6B1.8B2BImpressionsTop Ret

107、ail Media Retailers by Category in the United States Q3 2024Definition:Category:The category of the product being displayed in the advertisement.Cases where the retailer is advertising for its own brand,where the product is unidentifiable,or the advertisers are not currently tracked by Sensor Tower

108、are excluded.Source:Sensor TowerNote:Includes a selection of top US retailers.Excludes cases when the advertisers are not currently tracked by Sensor Tower.40-All Rights ReservedNestle Worked with Some Top Retailers to Advertise its ProductsNestle invested heavily into retail media advertising in Q3

109、 2024,particularly for pet supplies under its Purina brand.Nestle had four of the top 10 retail media/advertiser combinations by impressions in the Pet Supplies category,including the top partnership overall with Chewy.Top Co-Branded Retailer/Advertiser Combinations in the United StatesQ3 2024Source

110、:Sensor TowerNote:Includes a selection of top US retailers.All CategoriesChewy,Inc.x NestleWalmart Inc.x The Coca-Cola CompanyChewy,Inc.x Mars,IncorporatedWalmart Inc.x General MillsWalmart Inc.x NestleInstacart(Maplebear Inc.)xAnheuser-Busch InBev SA/NVBest Buy Co.,Inc.x SamsungThe Kroger Co.x Peps

111、iCo,Inc.Chewy,Inc.x Boehringer IngelheimPharmaceuticals,Inc.Walmart Inc.x The Kra?Heinz Company050M 100M 150M 200M 250M 300M 350M 400M 450M 500M 550M 600MImpressionsRetailer:ChewyAdvertiser:Purina41-All Rights ReservedDig Deeper into Co-Branded Advertising Partnerships and OpportunitiesSome advertis

112、ers diversify their approach when it comes to retail media.For example,Apple is the#2 co-branded advertiser at Target and ranked seventh at Walmart and Best Buy.Meanwhile,some brands focus on specific retailers.For example,Rare Beauty ranked first at Sephora given their exclusive partnership with th

113、e retailer.Top Co-Branded Advertisers for United States Retailers by ImpressionsQ3 2024Retailer:Walmart Inc.1The Coca-Cola CompanyCapri-Sun ZeroVideo Post2General MillsYoplait ProteinPhoto Post3NestleZukesVideo Post4The Kra?Heinz CompanyKra?Video Post5Henkel AG&CompanyAll Free Clear Liquid Detergent

114、Video Post6The J.M.Smucker CompanyJif Peanut ButterVideo Post7Apple Inc.Apple TV+Photo Post8UnileverDove Men+Care Plant Powered Body WashesVideo Post9Keurig Dr Pepper Inc.All Keurig BrewersVideo Post10Procter&GambleTide evoVideo PostRank Co-Branded AdvertiserTop ProductExample CreativeRetailer:Walma

115、rtProduct:MacBook AirCo-BrandedAdvertiser:Apple Inc.Source:Sensor TowerNote:Includes a selection of top US retailers.Excludes advertising for retailers own products.Top product is based on number of impressions where the creative was captured.42-All Rights ReservedAppendix:Digital Advertising Ad Cha

116、nnels by MarketData includes select channels in each market.Figures in this report represent the totals for these channels only,not across all digital formats.At this time,our technology allows us to report down to six individual streaming services:Hulu,Netflix,Peacock,Paramount+,tubi and PlutoTV.Al

117、l other OTT campaigns outside of these six services are grouped into a single OTT Streaming Services(General)bucket.Reddit ad coverage was added starting January 2024 and was excluded from year-over-year comparisons.Instagram,TikTok,and YouTube ad coverage was recently added in certain markets and t

118、hese channels are excluded from year-over-year comparisons in these markets.Digital advertising estimates in South Korea and Japan have become available in the past year and year-over-year comparisons are not yet available.Included Ad Channels by MarketFacebookInstagramLinkedInPinterestRedditSnapcha

119、tTikTokXYouTubeDesktopDisplayMobileDisplayOTTDesktopVideoAd ChannelUnitedStatesAustralia Brazil Canada France Germany Italy Japan MexicoNewZealandSouthKoreaSpainUnitedKingdomKey:Ad channel not included in marketRecently added channel(only included in select slides)Included ad channel4344About Sensor

120、 TowerSensor Tower is the leading,most trusted source of mobile app,digital advertising,retail media,and audience insights.Since 2013 we have grown into the largest and most trusted among the biggest brands,media companies,investment firms,and mobile game and app publishers across the Americas,Europ

121、e,Africa,Asia,Middle East and the Pacific.We deliver the most robust picture of the mobile app and digital advertising ecosystems in the most privacy safe way possible.Sensor Tower mobile app insights help mobile marketers and app and game developers capture consumer mindshare where they spend their

122、 time their mobile devices.Pathmatics by Sensor Tower Digital Advertising Insights help demystify the digital ad ecosystem helping marketers drive waste from their budgets and better position their campaigns.Press Inquiries:45Interested in our DigitalMarket Insights Solutions?If you want to learn more about Sensor Tower,please request a demo:Get the latest insights on our blog: a free demo!-All Rights Reserved46