Happy 2020! 2019 is definitely a huge year for mobile apps and games, with 120 billion downloads all across the globe from both Apple App Store and Google Play, a 5% increase from last year. Thousands of mobile apps benefit from the growth and here are the top 10 games that pulled in the most.

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The №1 game “Fate/Grand Order” might not sound familiar to many of you, but it is definitely a phenomenon in East Asian countries including Japan, China and Korea. The Japanese game was inspired by the well-loved PC game “Fate/Stay Night” and launched back in 2015. Having continuously grabbed the top spots of the highest grossing ranking in the Japanese App Store, a.k.a. …


「學貓叫」?「吃雞戰歌」?抖音洗腦神曲不只於國內熱播,同時亦隨著TikTok(抖音海外版)流行傳至外國。TikTok短片於國外多地引起風潮,創下多個驚人紀錄,究竟背後有何秘訣?

早於2018年,TikTok年度新增用戶量就超越巨頭Instagram。2019年第一季度更破紀錄增加超過一億八千萬新用戶,累計超過十億次下載。在日本,TikTok上線三個月即榮登App Store免費幫第一,許多偶像明星紛紛開設戶口與粉絲互動。鑑於其絕佳成績,抖音海外版被譽為國內最成功的文化輸出。

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人氣火爆,收入亦隨即上漲。2019年第一季,TikTok用戶消費超過一千八百萬美元,比上年同期高出三倍以上。每位付費用戶平均消費超過10美元,超購國內版成績。TikTok與抖音貢獻收入比例相近,可見其海外市場發展已逐漸穩定。

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TikTok之所以面對國外挑戰,仍能於海外市場站穩陣腳,籠絡各地年輕人,靠的便是以下四大策略。

系統統一,但內容添加本地特色

國內另一短影片社交平台快手當初進軍韓國,為迎合當地需要,將軟件玩法完全改變,變成合成配音模式。雖然一下子大受歡迎,但持久力不足,加上按地區大規模改動花費甚大,成本效益頗低。

反觀TikTok進軍各國市場時,少有大改軟件玩法,反而特意聘請在地人加入團隊,交由他們因應當地文化推出相關內容,如日本人性格較內斂,職員便稍微調整流行舞蹈動作,方便用戶跟上。如此一來,系統、內容無需大改即可使用,省下時間成本之餘,還能符合當地市場口味,事半功倍。

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策略性收購Musical.ly

Musical.ly功能與抖音類似,同樣提供平台讓用戶制作及分享短片,其用家大多會以口型、動作等配合音樂,做出影片。早在抖音大舉進軍海外市場前,抖音母公司字節跳動已斥資收購Musical.ly。當時Musical.ly在全球約有2.4億注冊用戶,用戶群大多是TikTok主打的年輕人,為TikTok奠定強大基礎。

2018年8月,TikTok宣布與Musical.ly合併,將Musical.ly直接更新成TikTok,亦即將所有Musical.ly原有用戶全部撥歸TikTok。除直接帶動人數增長,Musical.ly的名氣亦吸引不少外國人了解TikTok,間接達到宣傳效果。

簡單易用,連接其他社交媒體

TikTok內設專業、高質量的影片編輯工具,容易上手,無需額外專業器材或軟件,適合預算少經驗淺的年輕用家。製作完成後,亦可直接分享到其他平台(如微博、Instagram)。故即使外國已有許多廣受歡迎的社交媒體,仍有不少人樂意將TikTok視作輔助編輯工具使用。

而且,當用戶將帶有TikTok水印的短片轉發至Facebook、Instagram等平台,就等同利用其他社交傳播網絡為軟件免費推廣。

對準市場,中毒性強

隨著科技進步,大家開始習慣在工作之間使用手機消閒。雖然時間分散短暫,但TikTok的15秒影片正正適合填充空間,進佔用戶生活。另有不少用家反映由於影片長度短,看完一段總會意猶未盡,加上軟件預設自動播放功能,最後反令使用時間增長。

而且外國市場需求龐大,但供應不多。以往Vine亦是主打微短片,而且人氣高企,可惜被Twitter收購後便停止運作。TikTok於是把握時機,成功得利。

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TikTok採取適當策略,順利打入國外市場,獲到相當大的用戶群。本地Start Up、軟件如有計劃進軍海外,大可予以參考。


Netflix 周三(17日)發布第二季財報,公布新季度僅新增283萬付費用戶,遠低於市場預期的481萬,以及上年同期的458萬。其中,美國本土付費用戶數目更出現歷來首次下跌,比上季低13萬。由於財報成績欠佳,表現強差人意,Netflix股價即日下跌12%。

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根據消費數據洞察公司量數AI數據,除美國用戶數外,Netflix近日各方面表現均有下滑傾向。2019年年初至五月,Netflix複購率一直維持約80%的理想水平,代表絕大部分用家均傾向持續訂閱服務。然而自六月起,複購率卻顯著下跌至約70%。Netflix複購情況一向穩定,如今突然下降10%之多,令人大失所望。

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歷史數據亦顯示,Netflix股價一向於用戶數目成正比。自2015年用戶數目開始穩步上揚後,其成長曲線與股價升跌幅亦大致相約。

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雖然官方澄清是此表現退步與競爭對手無關,但仍有不少人相信用戶數下降正是因為Netflix加價,用家轉而支持對手服務。今年年初,Netflix宣布其基本及高清計畫將由8、11美元,分別升至11、13美元,家庭共享計畫(可以四部裝置同時觀看)則由14美元升至16美元,加幅介乎13–18%不等。

與此同時,主要對手Hulu於2月宣布基本計畫減價,價格由7.99美元降至5.99美元,進一步拉開兩者價格差距。量數AI數據顯示,Hulu付費用戶自減價起持續上升,與Netflix曲線成反比。

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另外,迪士尼日前入主Hulu,宣布不再與Netflix合作,又大力推廣即將推出的自家串流服務Disney +,似乎有意在龐大市場分一杯羹。既面對強大對手,又即將流失所屬迪士尼的影視內容,加上華納兄弟、BBC等多間公司表明有意加入市場,Netflix未來表現令市場憂心。

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然而,Netflix發言人對下一季表現依然樂觀,表示會將重心轉移至自製劇集,並會播出《怪奇物語》、《王冠》等熱播劇集的全新一季,認為可藉此重新帶動業績。

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同時,Netflix亦積極拓展海外地區業務,特別於印度等新興市場推出平價版月費計劃,價格只需3.5美元,希望以廉價搶佔先機,彌補美國本土市場不足。


Chinese Dating App Momo (Nasdaq: MOMO)’s in-app purchase sales have dropped recently since its recent update with a new feature called Teen-Mode. This brand new mode prevents all users under 18 years old to use some of its most profitable features such as purchasing in-app items or virtual gifting while watching live-streaming. According to its update note on the app store, it was done to provide appropriate content, especially for the younger generation.

Apart from that, teenage users now can only use the app for up to 40 minutes per day between 6 am to 10 pm without parental control. …


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Social media giant Facebook (Nasdaq: FB) finally enters the game of dating app. Earlier this month, Facebook has launched in the United States its very own dating service “Facebook Dating”. Leading dating service provider Match Group (Nasdaq: MTCH), owner of Tinder and Hinge, records a major drop in stock price since Sep 6, the day after the launch. Can the latecomer really turn the table on the industry leader?

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Stock Prices of Match Group (Nasdaq: MTCH)

“Facebook Dating” is available as a new tab within the original Facebook app. …


The augmented reality game Pokemon Go recently brings the animation’s villain Team Rocket to its mobile app. The evil enemy “invades” Pokestops in the game, where Pokemon trainers can battle with the team and win to get newly added Shadow Pokemon. The new game mode boosts Pokemon Go’s sales to be the highest over the past 3 years since September 2016.

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This is the fourth highest-earning month of Pokemon Go.


It is revealed that Kuaishou (Overseas version named “Kwai”), the Chinese video-sharing platform, has been planning for its initial public offering in the US stock market next year. The company recently raised around 1 billion USD in its pre-IPO round, mostly backed by Tencent.

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Kuaishou is planning its IPO in the US.

Kuaishou and Tencent’s cooperation is, however, not surprising to industry insiders, with the fact that Kuaishou is TikTok’s biggest competitor in China.

ByteDance, mother company of TikTok and Toutiao, is Tencent’s potential rival. In order to counteract the rapid expansion of ByteDance, which includes TikTok’s overseas growth and the company’s newly-launched search engine “Toutiao Search”, Tencent’s action to support TikTok’s challenger is in the contemplation of many. …


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Douyu got listed on Nasdaq in July 2019

The Chinese gaming live-broadcast industry is dominated by 2 major players, Huya (Nasdaq: HUYA) and Douyu (Nasdaq: DOYU). Recently in July, Douyu got listed on Nasdaq following the footsteps of Huya. But according to Measurable AI’s previous analysis, the future of Douyu might not be as bright as that of Huya.

With fewer paying users, Huya still managed to earn bigger than Douyu throughout the first half of 2019, as a result of its users undivided loyalty.

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Paying Users Trend Index and Sales Trend Index of Huya (Blue) and Douyu (Red) from Measurable AI

Gaming live-stream is a huge thing in China. People watch broadcasts of their favourite gamers online diligently, and would basically stick to the streamers they adore. …


On September 10, Apple Inc. (Nasdaq: AAPL) in its annual launch event unveiled a whole range of new products, including iPhone 11, Pro and Pro Max, Apple Arcade, new iPad and Apple Watch models. Apple TV+’s latest details were also disclosed at the occasion.

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Apple’s stock price rose and dropped sharply during the first half of the event. The price then gradually climbed to its 2019 peak, 216.28 USD, through the second half of the presentation, reflecting the market’s positive expectations to the new launches.

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Stock Prices of Apple Inc. (AAPL) on September 10


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Since major player Panda TV gone bankrupt in March, the Chinese gaming broadcast industry was left with Huya (Nasdaq: HUYA) and Douyu (Nasdaq: DOYU) competing neck and neck.

In July this year, Douyu got listed on Nasdaq and revealed in its Q2 report that the company is catching up with Huya’s 56 million MAU with its new 50 million record. But then, can the newbie Douyu also catch up with Huya, the first ever gaming live-stream stock, in terms of stock prices?

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Cara Lui

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