欧晰析咨询2024消费者应用ConsumerApps投资热点研究报告英文版13页

Investing in Consumer AppsThe Next Hotspots for Growth2Consumer apps remain big business and a new cohort of Lifestyle and Content apps could represent the next growth frontier3 emergent categories in particular could represent exciting opportunity for investment–Health & Wellness–Casual Learning–Fitness & OutdoorsFavourable dynamics –including intersections with mega-trends –are likely to support growth in each of these categories and in each we see examples of businesses increasingly hitting ‘PE scale’, or with markers that they willInsights from OC&C’s work with apps in more established categories reveal learnings about building a user base, internationalisation and monetisation…… as well as pointing to some of the key questions investors should be asking themselves –including how attractive is the headroom, what are the drivers of competitive moat and what is the threat of disruption from Big TechHighlights1InvestinginConsumerApps_OCC_Abbridged3Technological advancements and e