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
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: https://t.co/HUUuUiQOgo
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.
$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.
$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.
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
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?
$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: https://t.co/7RLtG6rhps
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: https://t.co/DHDFVIjdng
$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: https://t.co/M6niKlvUxf