Sensor Tower (formerly data.ai)

🚨 THE RUFUS REPORT: UNLEASHED 🐾 Want the full report? Click HERE 👉 okt.to/NnjRpV Sensor Tower followed 60,000 real US consumers across the 2025 holiday season, into Q1 of this year, to see their engagement with @Amazon's AI assistant, shopping habits, and purchase activity (or lack thereof). Please hold your ap-paws until the end. ✅ Black Friday/Cyber Monday: #Rufus sessions rose 90% vs. 8% for non-Rufus sessions since Oct. 1. ✅ After the holiday peak, weekly shopping sessions dropped 25%, however, the overall conversion rate rose from 26% to 35% in late Q1. ✅ When shoppers open Rufus, they buy! Shoppers are 2.74x more likely to make a purchase when using Rufus than someone with no Rufus interactions ✅ During Amazon’s Big Spring Sale, shoppers dropped Rufus – non-Rufus sessions increased 32%. ✅ Web or App – same result = +15-18 point increase in conversion rate. The device doesn’t seem to matter. The shopping behavior is the same across devices. What did we find? Behavior is the key. During the holidays, shoppers are searching for that perfect gift. They want help. Post holidays - shoppers come with a specific need, not a wishlist - and the conversion rate jumps. Post holiday shoppers know what they want. Less shopping, but higher-intent shoppers.

We’re about to knock your socks off…but only if you used @Amazon's #Rufus to purchase them. We tracked 60,000 real Amazon shoppers across the full 2025-26 sales season, and the data is clear – shoppers who use the #AgenticShopping assistant, particularly the most engaged, convert 2.74x more than those in non-Rufus sessions. But, what happened after the holidays? Our SVP, Innovation and Strategy Ian Simpson joined Max Sinclair's: The New Frontier podcast, to talk about the new findings. 📺 CLICK THIS LINK TO WATCH: okt.to/BZrMWn Want to read the full report? The anticipation is almost as exciting as the data! Stay tuned to our LinkedIn for the full breakdown, coming VERY soon. #AI #Retail #Conversion #CompetitiveInsights #WebInsights #MobileAppInsights #DigitalInelligence

🚨 Sensor Tower in the news! The #AI Marketing battles have just begun, and we have the data to show you where the money is being spent. "Generative AI brands represented 4% of software advertising in the U.S. in 2024; today they account for 25%, according to market intelligence firm Sensor Tower." Read the full @adage article below: okt.to/gXKMjN#

For its inaugural year partnering with the @NBA, @PrimeVideo is scoring big with the playoffs, licensing multiple games on their platform.   Daily active users spiked 5% WoW during the ‘Play-In’ game on April 15th, and an additional 4.8% on April 18th as 4 first-round playoff games aired on the streamer. The latter is the second-highest spike in DAUs for Prime Video in 2026, bested only by the live Green Bay Packers v. Chicago Bears NFL playoff game on Jan. 11th. Kudos to Amazon for shooting it’s shot. We think it’s safe to say live sporting events will only expand for streamers looking to cash in on fandom.

The global QSR market has grown for three straight years, and it's not slowing down. Download the 2026 QSR Spotlight Report: okt.to/EQzDVo We just published a 30+ page deep dive into what's driving growth across the world's biggest fast food brands and causal restaurants. Here's what stood out: 📱 App downloads and sessions grew globally in 2025. But in mature markets like the US, winning new users is getting harder even as engagement rises 🎯 Mobile is now table stakes: the top QSR advertisers almost universally have a strong app presence, using it to drive loyalty and rewards 📺 Linear TV and OTT still claim ~half of US digital ad spend, but social channels are where brands reach younger, mobile-first audiences (looking at you, Crumbl x Snapchat) 🤝 Co-branded retail media with DoorDash, Uber Eats, and GrubHub is a genuine growth lever, especially for first-time user acquisition The full report covers mobile app performance, digital advertising strategy, and retail media — all in one place. Don't miss these tasty insights! #QSR #DigitalAdvertising #RetailMedia #AppTrends

Agentic shopping doesn't stop after the holidays. Sensor Tower's data shows that while total shopping sessions across @Amazon have (understandably) declined since the holiday season in 2025, conversions have actually increased. 𝗕𝘂𝘁 𝗲𝘃𝗲𝗻 𝗺𝗼𝗿𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴, 𝗼𝘂𝗿 𝗱𝗮𝘁𝗮 𝘀𝗵𝗼𝘄𝘀 𝘁𝗵𝗮𝘁 𝘁𝗵𝗼𝘀𝗲 𝘄𝗵𝗼 𝘀𝗵𝗼𝗽 𝘂𝘀𝗶𝗻𝗴 #𝗥𝘂𝗳𝘂𝘀 𝗰𝗼𝗻𝘃𝗲𝗿𝘁 𝘁𝘄𝗶𝗰𝗲 𝗮𝘀 𝗺𝘂𝗰𝗵 𝗮𝘀 𝘀𝗵𝗼𝗽𝗽𝗲𝗿𝘀 𝘄𝗵𝗼 𝗱𝗼𝗻'𝘁. Want to know more? Stay tuned for our latest data drop on Amazon's agentic shopping assistant, coming out next week. We have some theories as to what's happening, but we want to hear yours. Drop your thoughts in the comments!

🎥 So nice, it should be posted twice. Check out our newest video customer story for @MercadoLivre: Driving Impact Across Multiple Sectors. Read the blog: bit.ly/4dQ1kSF Leandro Claro, Mercado Livré's Regional Consumer & Competitive Insights Manager, expands on how Sensor Tower's data has played a key role in analyzing the user journey in particular, offering insight into how apps are being used, competitor ad analysis, and overall user experience, giving Mercado Livré the ability to make data-driven decisions within their fintech, streaming, and e-commerce businesses. #CompetitiveInsights #Fintech #Streaming #ecommerce #digitaladvertising #LATAM

Last month we hosted the inaugural Sensor Tower State of Gaming Summit at @Official_GDC in San Francisco! With our partners @TikTok, @Reddit @Snap, @Meta, @Google, and @DeconFun along with 225+ attendees, this has been our largest summit yet! Thank you to all who joined us and participated in the fun. What a great way to kick off the year and set the bar for future summits and collaborations. Want to read our State of Gaming Report 2026, and see what all the fuss is about? Download the report here 👉 okt.to/qAvy71 #GDC #Gaming #GameInsights #MobileGames

🎥Video Customer Story: @MercadoLivre + Sensor Tower WATCH 👉 okt.to/8kwWDp Transforming the way people buy, sell, and advertise across Latin America, #MercadoLivre's comprehensive #ecommerce platform has become an integral part of their customer's daily lives. Leandro Claro, part of Mercado Livre's Regional Consumer & Competitive Insights department, sat down with our team to discuss how utilizing Sensor Tower's App Performance, App Advertising, and @Pathmatics Digital Advertising Insights are helping drive growth and impact across all of their consumer businesses.

@OpenAI and @Anthropic share at least one common goal: acquiring new users. 🧑‍🤝‍🧑 Their strategies for achieving that is where things diverge. We analyzed the two AI leaders' advertising campaigns over the last 30 days. Here's how they're trying to win you over — in 5 data-packed slides. okt.to/52b0BP

Gaming podcast alert! okt.to/ySohjH Tune in to hear Sam Aune discuss the new wave of social gaming, and how it's won over audiences across platforms. Plus — monetization shifts, the evolution of Live Ops, what's driving 4X growth, and so much more. 🔥

🚨📝 Pop quiz! How much more time do people spend using AI apps 𝘁𝗼𝗱𝗮𝘆 than they did in 2023? A. Twice as much time B. Triple the time C. Half the time D. 10x as much time And the answer is.... D!! Yes, really. As AI's adoption has expanded worldwide, people are also using it more (𝗺𝘂𝗰𝗵 𝗺𝗼𝗿𝗲) than they did just a few short years ago — another sign of just how integrated AI is becoming in our personal and professional lives. 🔗 More AI insights on our blog: okt.to/0VFqBX

Please allow us to pop-off for a moment on soda brands. Read the blog here 👉 okt.to/AkJRrz With the soda category seeing new competitors like @drinkolipop and #poppi push into the carbonated world of soft drinks, the old guard of #CocaCola and @PepsiCo still reigned supreme on Retail Media in 2025. #CocaCola finished the year atop the rankings with 511M #retailmedia impressions, narrowly beating #Pepsi's 446M - both relying on much different strategies. Want more Retail Media Insights into the soda category. Quench that data-thirst with the link above.

The #MyTSA mobile app surged as viral videos at airports began circulating, with downloads increasing 4000% and DAUs jumping 488% on March 10th, WoW. This follows a similar pattern with the #shutdown in Nov. '25, when the FAA implemented mandatory flight cuts, and the app similarly ballooned with downloads spiking +952% and #DAUs +303%. Both metrics hit all-time highs this week, and could set new records as the #SpringBreak travel season gets under way. Want more mobile app performance insights - you don't have to travel far! Click here 👉 okt.to/uFMb2T #MobileAppInsights #MobileApps #GovernmentShutdown #TSA #CompetitiveIntelligence

@Polymarket 👀

JUST IN: ChatGPT begins rolling out ads for free & some paid tiers.

@Pirat_Nation 👀

Ads are coming soon to ChatGPT, starting with shopping links. ChatGPT will soon start showing sponsored products or services if they’re relevant to your conversation.

@tomwarren It's already started. Don't shoot the messenger 😬

Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl, and they're hilarious 😅 Anthropic is also committing to no ads in Claude theverge.com/ai-artificial-…

@DanielPriestley 👀

ChatGPT is experimenting with advertising in their free subscription. I’m old enough to remember when Google started running ads and for a few years you could get warm leads for pennies. I also remember when Facebook launched ads and they had so many eyeballs and so few advertisers that it cost nothing to get clients for the first few years. Corporate advertisers don’t move fast on new things. They take 6 months to plan and 6 months to test before they go in heavy. Right now ChatGPT has almost a billion users a week. If they start running ads, they will have a lot of eyeballs and not so many advertisers until the corporates come in. There will be a window of opportunity to win customers very cheaply if you jump on it. I wish I had of been more bullish when Google and Facebook launched ads. I didn’t recognise how unique the moment was and I also didn’t realise how fleeting it would be. When ChatGPT launches ads, I’m going to seize the day and I’d encourage you to be ready to do the same.

The @ChatGPTapp ads story is still in its early days, so we should expect a few plot twists as more brands test the LLM waters. Our data shows that between March 2nd and March 16th, there was a marked uptick in both unique advertisers (+171%) and unique users viewing ads on the platform (+424%). While this surge could be partially organic as more brands begin allocating budget, it's worth noting that on March 2nd, @criteo a global ad-tech platform, announced a pilot partnership with @OpenAI, significantly lowering the cost of entry for brands, with lower rates and minimum commitments. Have you seen any ads on #ChatGPT yet? We're curious to know. Whatever turns this story takes next, we'll keep you informed with the latest digital market insights.

👋 🎮 Don't miss our very own Sam Aune on the @DeconFun podcast: okt.to/BenwWx He dives deep into the gaming landscape — including mobile’s slowdown, the secret behind strategy's revenue dominance, and how Chinese publishers are out-executing the West across both midcore and casual. Listen to it on your commute; by the end of the ride you'll be fluent in the hottest market trends across mobile, PC, and console. 👾