This was first published July 12, in our weekly newsletter Apptopia Insight. To receive insights like this weekly, sign up here.
- Fintech apps (COIN/HOOD) remain strong with growth continuing into 2Q and ahead of expectations.
- Dating apps (MTCH/BMBL) both seeing decelerating user growth and could disappoint.
- Sportsbooks apps (FLTR/DKNG) see accelerating growth but looks in-line with expectations.
- Duolingo (DUOL) growth turned over and is now trending below expectations for continued acceleration in user growth.
Across internet/consumer companies, Apptopia compares mobile app data trends to consensus expectations for key KPIs. We also look at year-over-year growth trends and momentum into 3Q for implications on next quarter’s guide.
Looking at Apptopia earnings previews, we identify 7 companies trending above consensus and 5 companies trending below.
Mobile reads ahead of earnings
