NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)
This was first published August 26th, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. We are getting so close to... Read more.
Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
This was first published August 21st, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Duolingo has been on a wild... Read more.
HOOD / RBLX / RDDT – Reasons to be negative
This was first published August 13th, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Congratulations to those of... Read more.
Robinhood – Trading and Crypto and Predictions, oh my!
This was first published July 30, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Robinhood (HOOD) Reports on 7/30... Read more.
2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)
This was first published July 23, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Welcome to our second round of... Read more.
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
This was first published July 16, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. In our attached earnings... Read more.
NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen
This was first published July 9, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. In our last newsletter on AI... Read more.
AI Apps: ChatGPT is the King, Gemini…is not
This was first published June 10, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. AI is taking over the... Read more.
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
This was first published May 28, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Now that we are past the halfway... Read more.
Is Reddit really feeling the pinch from Google Search?
This was first published May 20, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here. Following up on Reddit’s slight... Read more.