Sensor Tower 2025年报告显示,AI助手已跻身主流应用之列。ChatGPT用户月均使用13天,与X和Reddit的参与度相当,而Google搜索仍以月均18天维持用户习惯。Threads同期数据为9-10天。这一粘性增长表明AI正从尝鲜工具转为日常必需,广告主需重新评估UA策略中AI应用的权重。
ChatGPT的使用场景呈现多元化趋势。工作教育类提示词占比从Q2 2024占主导下降至Q2 2025的37%,而生活娱乐类从22%跃升至35%。增长最快的垂直类别包括对话互动、商业创业、个人理财和旅行地理。这提示广告变现模式需从工具型付费向内容消费型广告(如激励视频、原生植入)迁移。
尽管生活娱乐场景快速增长,工作教育类仍占Q2 2025总提示词的60%,绝对量持续攀升。两类场景并行发展意味着LTV模型需设计分层:高频教育用户倾向订阅,娱乐用户更适配广告变现。归因分析需关注AI聊天中自然触发的兴趣信号,为动态创意优化(DCO)提供数据源。
从增量提效角度,AI应用的高阶特征(如多轮对话、上下文记忆)使传统MMP归因面临挑战。实测显示,结合LLM意图标签与SKAN 4.0回传可提升ROAS预测准确率。建议投放策略采用“搜索+对话”混合词包,对长尾意图(如“预算3000元旅行规划”)进行实时竞价,同步通过Adjust等平台监控CPI与付费事件深度。
整体而言,AI助手正在重塑移动广告格局。中国出海广告主应重点关注ChatGPT Web端内购与App内广告的协同效应,参考日韩市场已验证的“免费增值+激励视频”模型。对于希望抓住Q4电商红利的品牌,建议测试AI聊天中嵌入购物推荐API,利用用户意图数据进行定向投放。
Banking apps are vital digital channels requiring granular measurement to optimize user acquisition, engagement, and retention amid strict privacy regulations. Key challenges include measuring sensitive conversions, preventing fraud, and personalizing experiences without compromising compliance. Granular event tracking, deep linking, and anti-fraud solutions are essential. Banks must measure early-funnel milestones, re-activate dormant users, and leverage owned media for cost-effective re-engagement. Advanced attribution methods like SKAdNetwork, probabilistic modeling, and data clean rooms help navigate privacy changes. Effective measurement drives long-term customer value and validates mobile's impact on business outcomes.
OpenAI's Instant Checkout and Apps SDK transform ChatGPT into an operating system for human-app interaction, blurring lines between search, apps, and commerce. For ad ops decision-makers, this means a shift from app installs to intent-driven conversations, requiring new attribution models focused on completed actions, not downloads. Brands must build API-first, conversation-ready services, comply with ChatGPT standards, and optimize for agentic commerce, where measurement and feedback loops become critical for targeting and personalization.
AI is reshaping digital advertising as platforms like ChatGPT and Gemini become new discovery channels. Key findings: ChatGPT ad impressions surged 7x since March 2026, and AI-related ad spend tripled in Q1 2026. Early advertisers are concentrated in Shopping, Software, Travel, and Financial Services. AI assistants drive referral traffic to retailers, with Walmart and Target exceeding 1.5% GenAI share. Competition among AI platforms is intensifying, with Claude gaining professional users. For ad ops, integrating AI into media plans and optimizing for AI-driven discovery is critical.
Generative AI app downloads hit 1.7B in H1 2025 (+67% HoH), with IAP revenue near $1.9B (double HoH). ChatGPT dominates at 63% of revenue, but Asia (80% growth) and emerging apps like DeepSeek signal market shifts. For ad ops, this means expanding inventory in fast-growing regions and competing with AI chatbots for user attention.
Gen AI apps have become the primary growth engine of the non-gaming market, with revenue surging 232% YoY to $6.1 billion between Q2 2025 and Q1 2026. The US leads with 38% of global revenue, while Japan and Korea emerge as key growth markets. AI Assistants are increasingly concentrated, with ChatGPT dominating, but vertical segments like AI Companions, AI Agents, and AI Image & Video offer fragmented, high-growth opportunities. Lessons from Plaud highlight success through vertical focus, deep localization, and precision advertising. For ad ops, targeting vertical AI segments and localized user acquisition strategies present significant opportunities.
TikTok's full-funnel automation, integrating creative, media, and measurement, addresses fragmentation in AI tools. Brands using Smart+ and GMV Max see improved ROAS and CPA. Case studies show Naturium achieved 3.5x ROAS, PHLUR 191% higher ROAS, and Leatherman 97% revenue increase. Symphony and Content Suite enable scalable, authentic content. The key is pairing automation with strategic storytelling.
Most marketing AI fails due to poor data foundations: fragmented, unstructured, or inconsistent data leads to flawed insights. AI needs governed, contextual, and real-time data to function reliably. For ad ops decision-makers, ensuring data completeness, consistency across sources, and governance is critical before scaling AI. Richer, well-documented data improves attribution, fraud detection, and automation. The key takeaway: AI is only as smart as the data it consumes.
European finance app installs hit 960M in 2025 but grew only 0.4%. BNPL apps grew 40% while crypto fell 35%, signaling a shift to utility. Neobanks win acquisition; traditional banks win retention (1.5-2x Day 30 rates). Web-to-app drives 41.8% of conversions but most brands can't measure the handoff. Nearly 1 in 2 investment app installs in Western Europe is fraudulent, distorting CPI and ROAS. Winning brands prioritize engagement, fraud detection, and cross-platform measurement.
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Sensor Tower与Google Ads达成集成,将Pathmatics平台中的Meta和TikTok社交创意资产直接引入Google Ads广告活动。该功能于去年底开启Beta测试,现已正式开放,广告主在创建Performance ...
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