HEDGEYEAI WEEKLY · MOBILE
FRESH · LATEST BRIEF
MARKET STRUCTURE · GLOBAL

Where the AI mobile market lives.

Aggregated downloads and MAU by L1 category for the latest snapshot. Lines and the heatmap below show the 36-month history at a glance.

TOTAL DOWNLOADS · 7D
96.3M
across 477 apps with snapshot
TOTAL MAU · LATEST
3.5B
April 2026 monthly
HHI · AI ASSISTANTS & CHAT
2,574
Highly concentrated · 139 apps
APPS WITH DOWNLOADS · 7D
477
of 520 in the active registry

Market Overview · MAU by category, 3-year view

Stacked, monthly

Healthify: AI Diet & Fitness · GLOBAL · MAU · HealthifyMe

Multi-horizon growth · category × time horizon

Total MAU change vs N months ago
Education & Learning
-2.9%
-3.6%
-10.7%
-13.4%
Creative AI
-3.9%
-3.4%
-5.3%
-1.4%
Health & Wellness
-1.8%
-5.1%
+6.6%
+4.3%
Productivity & Work
-1.6%
-0.0%
+1.1%
+10.7%
AI Assistants & Chat
+1.9%
+9.1%
+24.2%
+79.5%
Lifestyle & Specialized
-1.0%
+27.0%
+63.5%
+104.6%

Market structure · MAU treemap

Latest snapshot

HHI concentration · AI Assistants & Chat

DOJ thresholds shaded
LATEST REPORT · WHOLE MARKET HHI · 3,355 · HIGHLY CONCENTRATED

The AI Assistants category displays highly concentrated dynamics, heavily influenced by ChatGPT's majority share.

Creative AI concentration reflects Canva's commanding user base, while a fragmented long tail accounts for the remaining volume.

Detail