Mobile

Post-relisting, TikTok skyrocketed past US rivals in downloads, reclaiming its dominance while RedNote, once a rising competitor, struggles to keep users.

HP claims Humane’s AI tech—but not its hardware: HP will buy Humane’s AI software and patents for $116 million. The struggling Ai Pin won’t survive the deal.

The $599 iPhone 16e is packed with power, but it could steal sales from the iPhone 16. If the cheaper model does it all, what’s left to justify the premium price?

NetEase lays off Marvel Rivals’ US-based team despite record success: The shooter hit 20 million downloads and $136M in revenue, representing broader industry volatility.

News and magazine apps have the highest engagement score in North America, with 29% of monthly active users coming back daily, according to a September 2024 Airship survey.

The platform is tackling hateful content with AI-driven moderation and adding non-user content to attract local advertisers.

AppLovin exits gaming in $900M sale to focus on AI-driven adtech: The company sells its entire "apps business," shifting its strategy to prioritize ad mediation, automation, and performance-based advertising.

The mobile landscape is rapidly evolving, and a strong mobile strategy is essential for B2C brands. Brands must prioritize a unified mobile approach to stay competitive, according to new research from Airship in partnership with EMARKETER based on an October 2024 survey of 120 B2C global brands.

Tinder’s user base is shrinking, but AI-driven matching and profile optimization alongside a price increase could improve its bottom line—if Match Group reassures users about bias and privacy.

With iPhone sales tied to AI, Apple’s partnership with Alibaba could be the key to staying competitive against Huawei and other rising local brands.

Amazon’s latest test could transform how shoppers engage with the ecommerce platform: The retailer’s mobile search results will feature links to products not available on its site.

Apple risks consumer trust—and security breaches—if it gives the UK a back door to iCloud, but noncompliance invites legal action.

The Blackberry-esque device offers an e-ink display and physical keyboard but faces delays and a lack of FCC approval.

On today's podcast episode, we discuss how TikTok Shop has changed the way people shop on social media, how the brands who sell on the platform will be impacted if TikTok goes away, and what they should be thinking about next. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analyst Sky Canaves and Vice President and Principal Analyst Jasmine Enberg.

Despite having little presence in China, Google faces an antitrust probe amid a rising trade war, suggesting regulatory pressure could be used as a geopolitical bargaining tool.

Fresh off an FTC settlement, the platform now faces a data breach—fueling doubts about its security and jeopardizing its acquisition by Wonder Group.

The price of its Mississippi data centers jumped 60% as infrastructure expenses rise for AI and cloud computing—costs that may trickle down to businesses and consumers.

Voluntary buyouts in its Platforms and Devices unit suggest a pivot toward AI and cloud as its hardware struggles in a saturated market with slowing upgrade cycles.

A lot happens in a week, so every Friday we're going to analyze all the new data and provide you with some of the key takeaways. Welcome to the Friday 5.