Apptopia

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[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

[Apptopia @Apptopia]

Not so surprising revenue beat for $COIN and $HOOD thanks to mobile activity... https://t.co/hMXzF8eNhd

[Tom @ Apptopia @ApptopiaInsight]

$COIN and $HOOD revenue beat surprises not a surprise if you had mobile activity (or follow my account)

[Apptopia @Apptopia]

Top 3 insights this week 🧵

[Apptopia @Apptopia]

$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

[Apptopia @Apptopia]

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

[Apptopia @Apptopia]

Top 3 insights this week 🧵

[Apptopia @Apptopia]

$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