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2026 State of Mobile: AI Moves Mobile into Its Next Phase

Jan 27, 2026·8 min read

Sensor Tower's State of Mobile 2026 report reveals record highs across key metrics in 2025, fueled by Generative AI and expanding monetization.
Global IAP revenue surged 10.6% YoY to $167B, with non-game categories driving growth and surpassing games for the first time.
Downloads reached nearly 150B, time spent hit 5.3 trillion hours, and AI apps saw explosive growth: downloads doubled to 3.8B, IAP revenue nearly tripled to $5B, and time spent reached 48B hours.
The market is shifting from user acquisition to lifetime value, especially in gaming.
Regional divergence persists, with US revenue leading at $60B.
Finance, sports betting, and food delivery apps also showed strong trends.
The report emphasizes deep market knowledge amid tariffs, regulations, and local competition.

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