Tom @ Apptopia

Mobile app data is real customer activity. I provide daily insights on the underlying business of public companies through @apptopia data.

[Tom @ Apptopia @ApptopiaInsight]

@johnpatjordan @hellahungry78 The student becomes the teacher, haha...has DK released data on this yet?

[Tom @ Apptopia @ApptopiaInsight]

$DKNG's top users are on Kalshi more than $FLUT's.

Per @hellahungry78's request, we looked at whether or not Kalshi was pulling away the top users from DraftKings and FanDuel. We took the top 20% of users by time spent in each month and saw what % of them are also on Kalshi. They were pretty much inline until December, when DraftKings's top users started using Kalshi noticeably more than FanDuel's.

[Tom @ Apptopia @ApptopiaInsight]

@ScrollTroll2023 @BattleFinData Hey, they listened to at least half of your suggestion. Not bad

[Tom @ Apptopia @ApptopiaInsight]

Last week I was on a webinar with @BattleFinData. One stock I mentioned was $PINS. Our user data is really strong. We are seeing acceleration in time spent per day YoY in the US led by females. See chart below.

[Tom @ Apptopia @ApptopiaInsight]

Given that $PINS announced a layoff at the end of Jan, clearly there are issues at the company. But it does seem like at least one thing is going right - users are more engaged.

[Tom @ Apptopia @ApptopiaInsight]

Our mobile tracker for Global MAU growth (blue line) also looks better than consensus (dotted orange line) in 4Q25

[Tom @ Apptopia @ApptopiaInsight]

@SatrialesSnacks Sorry for the delay on this answer. Yes, it is a minimum amount of time spent on both apps. And no, we cannot measure bets.

[Tom @ Apptopia @ApptopiaInsight]

We are getting a lot of questions about @Kalshi and its impact on sportsbetting apps. For $DKNG 10% of its users also used Kalshi in January 2026, compared to only 2.5% in October 2025.

[Tom @ Apptopia @ApptopiaInsight]

@hellahungry78 @Kalshi Yes, what is most interesting to you?

[Tom @ Apptopia @ApptopiaInsight]

Blog post: https://t.co/vpHK98FpCz

[Tom @ Apptopia @ApptopiaInsight]

All AI app DAUs are flat-to-down since 10/1 except the @grok app, whose DAUs are +64% since then!

[Adam Blacker @AdamBlacker25]

Did not expect to see this! @elonmusk's Grok is the only AI chat app to have a positive DAU trend line as of late. DAU is up 64% since October 1st.

[Tom @ Apptopia @ApptopiaInsight]

@fundaai Here's the original chart (data is US only)

[Tom @ Apptopia @ApptopiaInsight]

@grok @ChatGPTapp Great question! While I cannot be too specific for competitive reasons, a couple of the main things that drive app rank are app downloads that day and app usage that day. Your app hit #1 on February 20th and 21st in 2025. Nice job!

[Tom @ Apptopia @ApptopiaInsight]

App rank is an interesting topic today, isn't it @grok? Did you know that 36 different apps ranked #1 for the day in the US App Store over the past year? Here are the apps that ranked #1 for at least two separate days over the past 365 days. I see that @ChatGPTapp had the most days at #1, but @deepseek_ai also made it. And (not pictured) good ole @grok was ranked #1 for one day too!

[Tom @ Apptopia @ApptopiaInsight]

Here is the same data but for @GooglePlay. Again @ChatGPTapp dominates, but I see @deepseek_ai and @grok here too getting a handful of days where they are ranked #1. Looking at this, I think it is a little hard to argue that Apple is playing some nefarious game.

[Tom @ Apptopia @ApptopiaInsight]

Feeling bad for $SOFI shareholders this AM, especially because our app data pointed to such a positive quarter. I recognize this is small comfort, but loan originations were way higher than what consensus expected, so our preview was correct. For all of you that are big into $SOFI, I hope the company is setting itself an easy earnings bar to beat in 2025 with this guidance.

[Tom @ Apptopia @ApptopiaInsight]

I forgot that I had given a quick $NFLX preview on here too. I hope some folks spotted this before earnings.

[Tom @ Apptopia @ApptopiaInsight]

Our MAU data captured $NFLX subs very well for years until the password-sharing crackdown. Once that finished, our data was right back on. For 4Q, our MAU growth is looking slightly better than consensus. 1Q25 is off to a great start as Squid Game effect lingers into January.

[Tom @ Apptopia @ApptopiaInsight]

I feel like I have waited enough time now so that I do not appear to be gloating. Our data pointed our customers in the right direction on $NFLX. Feels good for a preview to come through. $SOFI is next!

[Tom @ Apptopia @ApptopiaInsight]

Another big riser has been Lemon8. Similar to what I said on REDnote, it has added just under 2m DAUs, which is a lot, but way less than TikTok's DAUs

[Tom @ Apptopia @ApptopiaInsight]

I spent a lot of time on the TikTok ban and its impact. Didn't occur to me that people would go find another Chinese app to use instead. Our data shows REDNote added about 2.4m users globally, which is a lot, but not actually that many in the context of how big TikTok is.