Seema Shah

VP of Insights-Sensor Tower, former buyside analyst. Not to be confused w/ @seemavshah. Tweets are not endorsements. Opinions expressed are my own.

[Seema Shah @SeemamShah]

Chat w/ @scarletfu to discuss impending credit crisis - American Consumer: What Should We Worry About? https://t.co/OaKntf639k via @business

[Schwab Network @SchwabNetwork]

.@SeemamShah, VP of Insights at Sensor Tower, views $SPCX as more of a connectivity company, citing revenue primarily driven by its Starlink business.

She also discusses where Grok stands among AI applications, potential headwinds for X, and broader SpaceX business trends to watch.

For more market news, tune in at: https://t.co/vnOgOswzuF

[Schwab Network @SchwabNetwork]

When it comes to $NFLX, @SeemamShah of @SensorTower says the one thing the company has done "really well compared to their streaming peers is their retention levels," adding that "it's a great platform for advertisers to be on."

Here are the latest consumer trends in streaming, according to Shah.

[Sensor Tower (formerly data.ai) @SensorTower]

Are search engines dying?

@OpenAI's #ChatGPT amassed 500M MAUs in less than two years – faster than any other app in the past decade.

What else is the data telling us? Check out our VP of Insights on @Business' #TheClose.

https://t.co/lcffmAoE0O

[Semitic Jew @semitic_jew]

He said what he said…

[Seema Shah @SeemamShah]

@thatdutchperson P

[Alden Jones @aldenejones]

Yes, college students have lost their ability to read. I have taught lit for 24 years; the threshold started to decline in the late aughts and nosedived during Covid. A thread with observations + how I get my students to read ALL (or at least most) of the reading I assign: 🧵

[Schwab Network @SchwabNetwork]

Shares of $UBER are down after earnings, while $LYFT shares saw a pop after reporting 📈

@MattOguz & @SensorTower’s Seema Shah look at the road ahead for each company with @NPetallides, discussing the growth trends $CART in the rideshare space: https://t.co/zpXxgIWvb7

[modest proposal @modestproposal1]

“Temu has pivoted more of its ad spending to Europe and other markets this year, said Seema Shah at market-intelligence firm Sensor Tower. By April, the U.S. made up 38% of its total ad dollars, compared with 63% in the fourth quarter in 2023, she said”

[The Wall Street Journal @WSJ]

Musk has said X is thriving. Third-party data are less optimistic. X’s daily active users via mobile apps dropped by 16% in September compared with the month Musk took over, according to an analysis by research firm Sensor Tower. https://t.co/hmVXgQUAFG

[Carl Quintanilla @carlquintanilla]

(Axios) - X, formerly Twitter, has hemorrhaged users and advertisers in its first year under Elon Musk's ownership, according to new data provided to Axios.

@sarafischer @axios

https://t.co/1cbiDbpkSK

[Sensor Tower @SensorTower1]

Rebranding of Twitter to X appeared to weigh on user engagement, with avg time spent and session count falling 5% and 2% DoD on 7/25/23; some users were upset by the loss of the classic blue bird logo
#SensorTower #TwitterX #TwitterBird

[Sensor Tower @SensorTower1]

Check out this report by @mimbsy from @TheAtlantic citing @SensorTower analysts @SeemamShah and Abraham Yousef on the launch of Threads
#SensorTower #Threadsapp $FB #InstagramThreads #mobileapp #Twitter

https://t.co/TMnG5YXcO0

[Seema Shah @SeemamShah]

Check out my colleague @A_Bartolacci 's appearance on @TDANetwork about the new Threads app

#SensorTower #Threadsapp #mobileappdata, #Instagram #Twitter

[Sensor Tower @SensorTower1]

ST's own @A_Bartolacci speaks w @OliverRenick on @TDANetwork about Threads & how ST metrics can help to understand the underlying trends on the app and what it could mean for legacy competitors
#SensorTower #Threadsapp #mobileappdata, #Instagram #Twitter

https://t.co/oBl3r0ImkI

[Sensor Tower @SensorTower1]

Per ST data, day 1 of Amazon's 2023 Prime Day event saw # of ww app users rise 62% DoD on 7/11, while time spent rose 250% DoD to an average of nearly 14 min/hr from 4 min/hr the prior day; the # of purchases rose 158% WoW
#SensorTower #Amazon #PrimeDay #digitalintelligence

[Sensor Tower @SensorTower1]

Despite Threads strong sign-ups/DAUs, ST data shows engagement remains low. Weekend time spent declined 60% from Jul 6 highs; this was 60% & 85% lower than avg time spent on Twitter & Insta, resp.
#SensorTower, #Threadsapp, #mobileappdata, #Instagram #Twitter

[Candidly Tiff @tify330]

Threads Now Fastest-Growing App In History—With 100 Million Users In Just Five Days

“According to Sensor Tower data, Threads is currently the most downloaded free app in the U.S. on both the Apple App Store and the Google Play Store.” https://t.co/hGl4PiB3pD

[Sensor Tower @SensorTower1]

Per ST, Threads was the most downloaded app on its launch day in last decade w/ ~40mn ww downloads. Threads outpaced the launches of popular apps like Pokemon GO & Call of Duty Mobile- both saw < 20mn downloads at launch
'#SensorTower, #Threadsapp, #mobileappdata, #Instagram

[William Merchan @williammerchan]

Our research team has been putting together some world class insights. Here’s a quick roundup from @SeemamShah https://t.co/IfYF7FsB41

[Shannon Watts @shannonrwatts]

A 32-year-old man walked up to a 13-year-old girl who was shopping for shorts at a South Carolina Walmart with her mother and shot her at point blank range.

Currently, South Carolina lawmakers are trying to pass permitless carry. #scpol https://t.co/xeCEp7VKDf

[Insider Paper @TheInsiderPaper]

🚨 New York City 2023 = Blade Runner 2049