WDY Intelligence · Public Dashboard

The global micro-drama economy,
on one page.

Data as of Sep 2026 · Updated monthly · Built on public sources only — every number names its source.

$5–6BGlobal market 2026ETotal market incl. IAA · DataEye et al.
1,170+Apps advertising100+ new apps monthly · DataEye
+550%AI drama growth YoYIndustry public reporting
<10%User penetration80M MAU vs 900M potential · 11× headroom

Market size by statistical scope

IAP = in-app purchases only (Appfigures / Sensor Tower net scope) · Total = incl. advertising (IAA), subscriptions, web paywalls & B2B custom (DataEye scope). Ranges presented as midpoints — directional.

The AI wave, in three numbers

Content is no longer scarce — brand, distribution and provenance are.

Related datapoints: production cost −80~90% (AI-native pipeline) · 38,722 new overseas titles in Jun 2026 alone · 19.6M ad creatives in H1 2026 (+324% YoY) · session growth +679% YoY.

Competitive landscape — four tiers

Top-2 download share loosened from 83% to ~65.5% — new entrants still break through.

TierPlatformsTrait
LeaderReelShort (Crazy Maple) · DramaBox (StoryMatrix)Revenue duopoly, growth slowing, M&A budgets ready
ChallengerDramaWave · GoodShort · ShortMax · NetShortFastest growth, in/near fundraising, brand upgrades
RiserMelolo (ByteDance) · VibeShort · FlexTVRegional breakout, need investor narratives
FollowerKuku TV (IN) · My Drama (UA) · Vigloo (KR)Local forces internationalizing, need English brands

Who watches — audience profile

Regional preferences: EU/US — thriller & diverse romance · SEA — family ethics · LATAM — rags-to-riches.

Sources & method — built exclusively on public sources: DataEye public reports · Sensor Tower public estimates · Appfigures · Google Trends · industry reporting. Figures mix statistical scopes (IAP vs total market); WDY presents ranges and names every source. Treat all numbers as directional estimates.
Part of WDY Intelligence · Weekly Brief every Monday · Contact: hello@wdy.org