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[Apptopia @Apptopia]

We noticed Muse users were older than the other GenAI apps. Others are finding this as well. Thanks to @TIME for including our data in their latest piece. https://t.co/yWzGS1jqUy $META

[Apptopia @Apptopia]

Claude just launched Duet. Good timing as 25% of its users are currently active users of Muse. $META

[Apptopia @Apptopia]

We see a very similar trend w/Claude. $META

[Adam Blacker @AdamBlacker25]

ChatGPT users who install Muse typically spend more time in ChatGPT afterwards, but even more time in Muse.

We see a similar pattern with DraftKings users who download Kalshi. $META

[Apptopia @Apptopia]

After 26 consecutive days as the #1 Overall app on the US App Store, Muse finally succumbs to... Dave's Hot Chicken. A worthy adversary. $META

[Apptopia @Apptopia]

Netflix’s US app user churn rose 16.6% Y/Y in Q3 2026, about double the 7.8% increase in Q2.

Churn is in a safer place internationally. $NFLX

[Apptopia @Apptopia]

Muse surpassed 10 million downloads over the holiday weekend, currently sitting at 11.1M. $META

[Apptopia @Apptopia]

Suno's 2026 download growth is industry beating but it only has >1% of US DAU market share of the top audio streaming apps. $SPOT $GOOG $AAPL $AMZN

[Arb Insights @ArbInsightsInc]

In the span of a year @Kalshi has gone from a fraction of the @DraftKings sportsbook to surpassing it. It passed @BetMGM last October on the way. @apptopia shows us daily active users in the US soaring into the NFL kickoff, far ahead of the 1:15 user ratio it had with DraftKings a year ago.

The @NFL season will test whether it holds. DraftKings moved its own prediction app into the main app in June, and at Q2 earnings reported monthly unique payers up 9% Y/Y, noting its prediction product is growing faster than it expected.

Schedule a demo to track the sportsbook and prediction apps through the season. https://t.co/v0tlQ7mhyJ

#alternativedata #equityresearch #predictionmarkets
For informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.

[Apptopia @Apptopia]

Maiden Century has ranked Apptopia as the #1 provider for 150+ tickers and Top Ranked across the majority we cover.

Our data shows leading MAPE across key sectors, giving investors the most reliable signals in the market.Learn more: https://t.co/uwVONmdsPp

[Apptopia @Apptopia]

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. 📈

https://t.co/WnwLAP70Iq

[Apptopia @Apptopia]

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: https://t.co/HUUuUiQOgo

[Apptopia @Apptopia]

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.

[Apptopia @Apptopia]

Our VP of research dives deeper into outlook on travel apps➡️https://t.co/QhesuQd16a

[Tom @ Apptopia @ApptopiaInsight]

$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.

[Apptopia @Apptopia]

Top 3 Insights this Week🧵

[Apptopia @Apptopia]

March saw travel apps in a slump, while QSR apps were positive and growing. Explore last month's mobile trends ➡️ https://t.co/RY198CgM77

[Apptopia @Apptopia]

$SPOT announced another price hike this week. Check out our VP of Research's take on the news. https://t.co/NGocO0TxEy

[Tom @ Apptopia @ApptopiaInsight]

$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 consensus.

[Apptopia @Apptopia]

Top 3 Insights this Week 🧵

[Apptopia @Apptopia]

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 ➡️
https://t.co/JIMxn6AVAG

[Apptopia @Apptopia]

$ABNB is becoming a mobile-first company. Tom's read following earnings here⬇️
https://t.co/74unanQnhX

[Tom @ Apptopia @ApptopiaInsight]

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?

[Apptopia @Apptopia]

Top Insights this Week 🧵

[Apptopia @Apptopia]

Following strong growth in MAUs in 4Q23, Temu $PDD is taking a dip this month, cooling pressure on Amazon $AMZN. Read more ⬇️ https://t.co/nLjvksvGfD