Digital Market Index: Q3 2025

Global mobile app consumer spending reached a record $43.2 billion in Q3 2025, an 11.3% year-over-year increase driven by a 20% surge in non-game revenue.

Generative AI tools emerged as a significant revenue driver, contributing $1.5 billion to the mobile app market during the third quarter.

U.S. digital advertising spend rose 12% to $35.9 billion, with mobile app advertising identified as the fastest-growing segment at 42% year-over-year.

Gaming sector investment in digital advertising grew by 28%, securing its position as a top-five spending category for the first time.

Amazon dominates the retail media landscape with over 80 billion impressions, exceeding the combined total of the next thirty major retailers.

Brazil is the fastest-growing major mobile market with a 29% revenue increase, while India reached a two-year high of 6.5 billion downloads.

Retail media performance outside of Amazon is inconsistent, with Target and Best Buy achieving double-digit growth while Walmart experienced a decline.