Apptopia
@Apptopia
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About us: https://t.co/3VrDHXdaCn Data insights: https://t.co/f9jjKfhF5S Press: https://t.co/H36m24cF76
Boston, MA
Joined December 2011
Introducing the Mobile Performance Index (MPI): Apptopia’s new index delivers 0.90+ YoY correlation across 300+ KPIs. One resilient, investor-grade signal built from proprietary device-level panel data. 📈.
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Big news! Apptopia has acquired a premier U.S. mobile consumer panel, expanding the depth and accuracy of our investor-focused data products. Learn more:
apptopia.com
This acquisition further strengthens the size and scale of Apptopia’s proprietary consumer engagement data, enabling the company to meet the investment community’s demand for deeper insights into how...
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Introducing Apptopia's KPI Forecasting tool, designed to give investors precise insights into the performance of the world’s top mobile-first companies. With bi-weekly updates, stay ahead of the market. META, PINS, SNAP, RBLX, SE, ABNB, EXPE, BKNG, SPOT, NFLX MTCH, BMBL.
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Our VP of research dives deeper into outlook on travel apps➡️
$DAL was strong today, but travel was weak in March thanks to $BKNG and $EXPE. See our mobile macro for March. Big swing negative: 14 of 20 sectors are down YoY compared to only 8 of 20 in February. App data is consumer data, so this is not a good sign.
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March saw travel apps in a slump, while QSR apps were positive and growing. Explore last month's mobile trends ➡️
apptopia.com
This was first published April 4, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Mobile macro trends Travel – Travel apps have been weak and negative...
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Our third-party data and research revealed some interesting surprises this quarter for $LYFT $HOOD $SE $BKNG $MTCH. Get the research➡️.
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$SPOT announced another price hike this week. Check out our VP of Research's take on the news.
$SPOT is making news by raising prices. Honestly, this makes a lot of sense and I'm not surprised. For such a huge company, their FCF is not great. What does look positive is the YoY growth in 1Q24. It looks like it ticked up slightly from 4Q23, which is better than
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As we gear up for earnings season, our data points to strong user growth and accelerations in March for $PINS $HOOD $LYFT. Read more here ➡️.
apptopia.com
This was first published March 28, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Mobile standouts in 1Q Pinterest (PINS) – Pinterest mobile growth is...
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$ABNB is becoming a mobile-first company. Tom's read following earnings here⬇️.
An off-day from trading allows for extra thoughts on $ABNB. App data was very strong YoY in Dec and Jan, coinciding with strong stock price. But how did it miss the room nights decel?
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Following strong growth in MAUs in 4Q23, Temu $PDD is taking a dip this month, cooling pressure on Amazon $AMZN. Read more ⬇️
apptopia.com
This was first published February 21, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Temu DAUs fall in February Following strong growth in Monthly...
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Not so surprising revenue beat for $COIN and $HOOD thanks to mobile activity.
$COIN and $HOOD revenue beat surprises not a surprise if you had mobile activity (or follow my account)
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$DKNG led all Online Sportsbooks in market share by new users on Super Bowl Sunday, just as it did last year; meanwhile, Fanduel $FLUT held the #1 spot all season. Read our post-Super Bowl competitive analysis on Sportsbooks here:
apptopia.com
This was first published February 14, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Online Sportsbooks market share by new users In late January,...
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ESPN Bet $PENN fades as a competitive threat to Online Sportsbooks with only a 5% share on Sunday, compared to its season average of 11%. Tom’s take on $PENN earnings:
Just realized it's been 500 days since I last posted. Our newsletter yesterday called out $PENN earnings risk: "Our data indicates potential disappointment for PENN earnings tomorrow as ESPN Bet fades as a competitive threat. " oh that was a typo - 5 days I mean.
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Rising crypto prices look to be improving the outlook for $COIN and $HOOD. We observed a mobile growth acceleration for crypto apps in Q4, as the price of Bitcoin rose by +73% YoY. Read more in our blog:
apptopia.com
Gain insights into the impact of rising crypto prices on 4Q results for Coinbase and Robinhood with Apptopia's blog.
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$AMZN Prime Video will now go ad-supported (AVOD) by default. However, $AMZN is at a unique inflection point in performance across its subscription apps - their mobile moat looks to be weakening. Read this story in our weekly newsletter:
learn.apptopia.com
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$META reported earnings this week, and our data shows momentum in mobile minutes for both Instagram and Facebook last quarter. Tom’s read on $META earnings here:
There's nothing more important to $META than user engagement. Our data showed above-consensus engagement in 4Q:
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