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Submitted URL: https://t.sidekickopen04.com/Ctc/DI+23284/cd-tM04/Jk82-6q7W5BW0B06lZ3mfW41FC_27QKS8lW62SzZf40Sl1SW8Mvc2S19mzPZVx_lgg5LQc6zW1c...
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•Industry Growth Decelerated After 1Q Boost –following a sharp acceleration in
downloads of Live Shopping apps in 1Q, growth slowed –falling from +176% YoY
growth in January to +40% YoY growth in June. •WhatNot Growth Separates from
Peers –WhatNot bucked the trend. As most live shopping apps downloads declined
sequentially after1Q, WhatNot has continued to grow through September. WhatNot’s
September Daily Active Users are up over 350% compared to January, while peers
have seen a pullback. •Interesting SDK Install –per Apptopia’s SDK insights
–WhatNot installed a TikTok ‘Share to Tiktok’ SDK in July. Trends have continued
to strengthen following the SDK addition (it did line up around a July
fundraising round which could also be helping to drive user growth). Live
Shopping WhatNot’s User Growth Separates from Peers
Sep-...Oct-...Nov...Dec-...Jan-...Feb-...Mar...Apr-...May...Jun-...Jul-22Aug-...Sep-...Daily
Active Users (Worldwide) NTWRKlikeQWhatnotShopShopsShopThing

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