{"id":18866,"date":"2024-06-24T13:00:00","date_gmt":"2024-06-24T13:00:00","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/3-mobile-apps-tracking-outside-consensus-hood-spot-mtch\/"},"modified":"2024-06-24T13:00:00","modified_gmt":"2024-06-24T13:00:00","slug":"3-mobile-apps-tracking-outside-consensus-hood-spot-mtch","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/3-mobile-apps-tracking-outside-consensus-hood-spot-mtch\/","title":{"rendered":"3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH"},"content":{"rendered":"\n<p><em>This was first published June 21, in our weekly newsletter&nbsp;Apptopia Insight. To receive insights like this weekly, sign up&nbsp;<a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><strong>Robinhood (HOOD)<\/strong> &#8211; <\/strong>Robinhood mobile app usage is strong in 2Q &#8211; with DAUs tracking up +46% YoY and accelerating from an already high 1Q growth rate. Mobile metrics suggest a positive surprise to consensus expectations.<\/li>\n\n\n\n<li><strong><strong>Tinder (MTCH)<\/strong> &#8211; <\/strong>Apptopia-estimated DAUs on Tinder slowed further in 2Q &#8211; DAUs are down 7% YoY (worse than -6% YoY in 1Q). Trends are tracking below consensus expectations.&nbsp;<\/li>\n\n\n\n<li><strong><strong>Spotify (SPOT)<\/strong> <\/strong>&#8211; Apptopia-estimated DAU growth is stable in 2Q at 7% YoY &#8211; tracking ahead of consensus expectations for further deceleration.<\/li>\n<\/ul>\n\n\n\n<p>With earnings season around the corner, we stacked up mobile app outperformers\/ underperformers against consensus expectations to see where the largest divergences are. Robinhood, Tinder, and Spotify are all seeing trends that could surprise. Stay tuned for our full 2Q24 earnings previews ahead of earnings season!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Robinhood usage up, tracking ahead of consensus<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"661\" height=\"411\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.24\u202fAM.png\" alt=\"Robinhood usage up, tracking ahead of consensus\" class=\"wp-image-2809\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.24\u202fAM.png 661w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.24\u202fAM-300x187.png 300w\" sizes=\"(max-width: 661px) 100vw, 661px\" \/><\/figure>\n\n\n\n<p><strong>Robinhood (HOOD) &#8211; <\/strong>Robinhood mobile app usage is strong in 2Q &#8211; with DAUs tracking up +46% YoY and accelerating from an already high 1Q growth rate. Mobile metrics suggest positive surprise to consensus expectations for a pullback in YoY growth rate for transaction-based revenue.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Tinder DAUs continue to decelerate in 2Q<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"629\" height=\"405\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.33\u202fAM.png\" alt=\"Tinder DAUs continue to decelerate in 2Q\" class=\"wp-image-2810\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.33\u202fAM.png 629w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.33\u202fAM-300x193.png 300w\" sizes=\"(max-width: 629px) 100vw, 629px\" \/><\/figure>\n\n\n\n<p><strong>Tinder (MTCH) &#8211; <\/strong>Apptopia-estimated DAUs on Tinder slowed further in 2Q &#8211; DAUs are down 7% YoY (worse than -6% YoY in 1Q). Trends are tracking below consensus expectations for flat\/slightly better YoY growth of Payers on Tinder.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Spotify DAUs growth stable<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"646\" height=\"413\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.42\u202fAM.png\" alt=\"Spotify DAUs growth stable\" class=\"wp-image-2811\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.42\u202fAM.png 646w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-21-at-10.37.42\u202fAM-300x192.png 300w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/figure>\n\n\n\n<p><strong>Spotify (SPOT) <\/strong>&nbsp;&#8211; Apptopia-estimated DAU growth is stable in 2Q at 7% YoY &#8211; tracking ahead of consensus expectations for further deceleration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This was first published June 21, in our weekly newsletter&nbsp;Apptopia Insight. To receive insights like this weekly, sign up&nbsp;here. With earnings season around the corner, we stacked up mobile app outperformers\/ underperformers against consensus expectations to see where the largest divergences are. Robinhood, Tinder, and Spotify are all seeing trends that could surprise. Stay tuned [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":2806,"comment_status":"open","ping_status":"open","template":"","insight_category":[213,84,216,86],"insight_tag":[235,233,236],"class_list":["post-18866","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_category-dating","insight_category-entertainment","insight_category-fintech","insight_tag-digital-transformation","insight_tag-macro-trends","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/3-mobile-apps-tracking-outside-consensus-hood-spot-mtch\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published June 21, in our weekly newsletter&nbsp;Apptopia Insight. 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