The AI Disruption Index: How AI Is Reshaping Consumer Discovery

Exclusive research from Moloco and BCG mapping where AI is creating competitive advantage and where it isn’t yet.

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What this report reveals

Long before AI became everyone's story, it was ours.

Discover how AI is reshaping consumer behavior and marketing strategy across industries. This comprehensive report synthesizes insights:

283 marketing leaders surveyed across five regions

15 executives interviewed from leading companies

3,000+ apps analyzed from Moloco’s platform, representing 200+ billion downloads

Insights & Resources

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Capturing Incremental App Growth Beyond Google and Meta

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Finance Apps, Unlocked

Capturing Incremental App Growth Beyond Google and Meta

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2025 State of Mobile Gaming

In this report, we analyze trends from 100 leading mobile gaming apps, covering two years of data across both paid and organic channels. This report looks at what’s driving revenue today—and what will define success tomorrow.

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April 15, 2025

AI Disruption Index FAQs

What is this report?

AI is changing how people shop, and not every industry is equally prepared. The AI Disruption Index is research from Moloco and BCG that maps 17 consumer industries to answer:

  • How vulnerable is my business?
  • Are my relationships strong enough?
  • Where should I invest?

The Research:

  • 283 marketing executives surveyed
  • 15 senior leader interviews
  • 3,000+ apps analyzed (200B+ downloads)

The Output:

  • Industry-specific insights, competitive positioning, and actionable recommendations backed by real data.

How was the research conducted?

The research combines three complementary methodologies. 

  1. A quantitative survey of 283 marketing executives across 17 verticals spanning 5 global regions (North America, Europe, Asia-Pacific, Latin America, Middle East/Africa).

  2. Performed in-depth interviews with 15 senior executives from leading consumer companies to explore specific adaptation strategies.

  3. Analyzed, aggregated performance data from Moloco’s platform which include 3,000+ apps with over 200 billion downloads, tracking real-time changes in user acquisition patterns, retention metrics, and customer lifetime value.

This multi-method approach provides both macro-strategic perspective and micro-behavioral insights.

What industries does it cover?

The AI Disruption Index analyzes 17 consumer verticals: 

  • Retail and e-Commerce
  • Media and streaming
  • Mobile gaming
  • Finance 
  • Travel and hospitality
  • On-Demand services (ride-sharing, food delivery) 
  • Education
  • Health and fitness
  • Social and dating
  • Productivity 
  • iGaming
  • Auto 
  • News and publishing
  • GenAI platforms

When was it published?

The AI Disruption Index was published in January 2026. The research reflects data collected throughout 2025 and represents the most current analysis of AI's impact on consumer behavior and marketing effectiveness. All survey data, executive interviews, and performance analysis were conducted between Q3 2025 and Q4 2025 to ensure findings reflect the latest behavioral trends and market dynamics.

How can I access the full findings?

You can access the complete AI Disruption Index report by filling out the form at the top of this page. The report includes detailed vertical analyses, strategic frameworks, implementation recommendations, and executive perspectives. After submitting the form, you'll receive immediate access to the report. You'll also be added to our distribution list for related resources, upcoming webinars, and event invitations (you can unsubscribe at any time).

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