This was first published April 18, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here.

Inflections = New user growth YoY flipped from positive to negative or negative to positive (based on 4-week trailing).

Positive inflections:

  • Fubo (FUBO) – flipped strongly positive year-over-year up to +28% – sports season drive trends (March Madness likely contributing).
  • Carvana (CVNA) – negative for most of year-to-date, downloads flipped positive to +4% YoY in April.

Negative inflections:

  • Home Depot (HD) – downloads flipped negative in April, down 15% YoY after year-over-year growth throughout 1Q.
  • Enphase (ENPH) – downloads faded in 1Q, trending more negative in April (-25% YoY).

1Q24 Earnings Previews

As earnings season kicks off, check out Apptopia Research’s Earnings Previews.

Questions on the underlying data included in this analysis?