Meta’s 2Q23 user engagement: Daily minutes on Instagram up 27% YoY
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. While media focuses on the declining engagement... Read more.
Airbnb is the OTA outlier in 2Q23
This was first published in our weekly newsletter, Apptopia Insight. To receive insights like this weekly, sign up here. Apptopia-estimated downloads for the Airbnb... Read more.
Dating apps’ hot summer was last summer
Dating apps’ declining user growth could be justified by increased monetization, given MTCH and BMBL maturity, but user engagement trends are lukewarm year-to-date. ... Read more.
Q2 Earnings Review: Mobile signals that outsmarted consensus
In Q2, Apptopia’s mobile data identified leading indicators and trend shifts in tickers weeks ahead of consensus for a number of stocks, as mobile performance... Read more.
As Netflix goes after password-sharing, here are the mobile signals to watch
Netflix‘s (NFLX) Q1 earnings last month signaled the end of its growth era, when the streaming giant reported its first significant subscription loss in more... Read more.
Opportunity in SPACs with a mobile presence
We looked into mobile trends for companies that became public via special purpose acquisition companies, more commonly known as SPACs. SPACs have a limited history... Read more.
Alternative Data Balances “Asymmetry of Information” for Asset Managers
Recently we published our quarterly earnings review that outlines what Apptopia’s data saw that Wall Street did not. Having been a professional investor in public... Read more.
Where public equity investors could have used Apptopia data for Q4 2021 earnings
Apptopia’s mobile app data enables investors to identify leading indicators and trend shifts in tickers, weeks ahead of consensus. Investors can also uncover... Read more.
Temu makes inroads into Amazon’s user base
In just a year since its launch, Temu has made impressive strides into Amazon’s user base, marking a significant shift in consumer behavior. Over 40%... Read more.
Instacart (CART) Opportunity
Since the COVID boom (and subsequent decline), Instacart has gone through a number of changes, most of which Apptopia’s data shows as positive. Following a period... Read more.