2025年外卖与拼车应用及数字广告报告

Unlock the latest trends and insights intoFood Delivery&Rideshare mobile appsand digital advertising Executive Summary|Key Takeaways 01 02 Asia's Dual Acceleration:Rideshare and Food Delivery Surge Global Food Delivery:Growth Returns,Market Consolidates Positive download growth has returned to the food delivery market in North America andEurope,stabilizing after post-pandemic declines.The biggest players are now cementingtheir dominance,with major companies consolidating market share. Mobile customer adoption has skyrocketed across rideshare and food delivery in Asia.This dual-channel growth is supported by the ultra-fast grocery delivery boom in India,which served as a major growth engine throughout2025. 04 03 Strategic Partnerships:Collaborations Unlock New User Bases The Ad Arms Race:Food Delivery Competes for Returning Growth In a competitive market,innovative partnerships are proving essential.DoorDash'salliances with Lyft and HBO Max exemplify this strategy,successfully helping the platformreach untapped user bases and broaden its appeal to a more balanced demographic. Top companies are intensifying the battle for returning growth,leading to a major surgein ad spend.Facebook and Instagram remain primary channels for these advertisers,while Over-the-Top(OTT)streaming has emerged as a key,high-growth channel. Sensor Tower|Our Customers Top publishers trustSensor Tower insights to grow their business Table of Contents About this Data:Mobile App Methodology Sensor Tower’s Insights team compiled the download and in-app purchase(IAP)revenueestimates provided in this report using the Sensor Tower Mobile App Insights platform. Figures cited in this report reflect App Store and Google Play download and IAP revenueestimates for January1,2020through September30,2025. Download estimates presented are on a per-user basis,meaning that only one downloadper Apple or Google account is counted towards the total. Downloads of the same app by the same user to multiple devices,updates,or re-installsof the same app by the same user are not counted towards the total. Android app install and IAP revenue estimates represent downloads and revenue from theGoogle Play Store only.Sensor Tower does not provide download estimates for third-party Android stores. IAP revenue estimates are gross—inclusive of any percent taken by the app stores. Mobile App:Market Overview -All Rights Reserved Food Delivery Resurgenceand Rideshare'sSustained Momentum Following the lifting of global COVID-19restrictions,food delivery app downloads experienced adownturn in2022as consumer behavior shifted backtowards in-person dining.Despite this,worldwidedownloads have shown a steady increase from H12023through H12025,reaching nearly450million.This recovery was particularly driven by explosivegrowth in India(+147%year-over-year in H12025). The worldwide rideshare market is on a sustainedgrowth trajectory,with downloads climbing from280million in H12022to surpass400million in H12025.This upward trend is further amplified by aclear seasonal pattern,as downloads consistentlysurge in the second half of the year,driven byheightened travel demand during summer andholiday seasons. Asia's Food DeliveryDominance:A Market ShiftDriven by Ultra-Fast Grocery Asia has solidified its position as the top market forfood delivery downloads,with downloads surging by78%in the first three quarters of2025year-over-year(YoY).This accelerated growth has enabled the regionto capture more than55%of the global market sharein Q32025,marking an impressive10percentagepoints(ppt)increase from the same period last year. This rapid expansion is heavily driven by the ultra-fastgrocery delivery trend in India,where key players likebigbasket,Blinkit,and Zepto have seen rapid growthin the first three quarters of2025. In stark contrast to Asia's dynamic growth,maturemarkets,such as North America,Europe,and LatinAmerica,have seen their combined share of the globalmarket significantly decline,losing a collective10pptsin Q32025compared to Q32024. The Global Rideshare MarketIs Expanding,Fueled byAsia's25%YoY Growth The global rideshare market continues to grow,withpositive download growth across all regions.Asia,thelargest market,saw a remarkable25%YoY downloadgrowth in Q32025,significantly outpacing maturemarkets like North America(+9%YoY)and Europe(+8%YoY).Asia's share of downloads increased by7ppts YoY,reaching47%in Q32025. As the second-largest rideshare market by downloads,Latin America continues to show significant potential.The region experienced a double-digit11%YoYdownload growth in Q32025.This growth is fueled bymajor players such as99(+28%YoY),Uber(+12%YoY),and BlaBlaCar(+10%YoY),which are rapidlyexpanding their services and user base. Consolidation ReshapesEuropean Food DeliveryLandscape The fragmented landscape of European food delivery,once defined by numerous regional competitors,israpidly thinning.Market consolidation intensifiedthroughou