The data has been analyzed, and the top earners across the iOS App Store and Google Play for September 2024 are ready to be revealed, courtesy of our App Intelligence. We've also been tracking the top 10's ascent to $1 billion, and they're practically close enough to touch it. Let's dive into what the data can tell us.
According to our estimates, TikTok generated over $250M of net revenue last month, adding $12M to its July total of $240M, a 5% month-over-month increase. YouTube held strong at #2, growing to $166M in September—$9M more than August—thanks to its evolving subscription strategy. And that's all net, which means what the publishers get to keep after store fees.
Disney+, Tinder, and Max maintained their spots from August, but their growth lagged. Our estimates show Disney+ netted $125M (up $1M), Tinder earned $95M (down $2M), and Max's income dipped by $4M to $40M. Again, all net.
Peacock, however, climbed to #6, reaching $48M, up from $44M. This is the highest rank Peacock has ever achieved since we started ranking apps!
The top 10 are closer than ever to crossing the $1 billion threshold with $945M in net earnings in September—a bunch more than in August. A year-end milestone is on the horizon.
December saw a curious split: downloads dropped 2% while revenue sat at $1.3B. ChatGPT and TikTok dominated both charts as the mobile industry enters a new maturity phase.
Wall Street bet $2 billion on Polymarket, and downloads surged 1,172% in December. The prediction market banned in 2022 is now where Wall Street looks for signals.