Apptopia Inc.

Hedge funds and investors have been slow to connect the dots between mobile app data and stock performance. The reason? They didn’t see the relationship between consumer behavior on mobile and key company health metrics like bookings and transactions. But here’s the reality: → The actions people take on their phones directly influence these key indicators. For example, ad revenue for social platforms like Meta or Snapchat is highly dependent on mobile user engagement—how many impressions can be served, and to whom. Many players claim to understand this data, but few get it right. >> That’s where Apptopia excels. << We track consumer activity at a granular level: - who’s using these platforms - how engaged they are - what that means for forecasting revenue Apptopia publishes KPI forecasts every two weeks, ensuring investors stay ahead of emerging trends. With a margin of error under 2%, and as low as 1% for KPIs like social media ad revenue, these forecasts are highly accurate.  We compare them to market consensus and provide investors with actionable insights—data breakdowns that reveal deeper insights into company health and stock performance. — When you can predict these trends with precision, you gain an edge in the market → seeing the signals others miss. If you’re not using mobile app data to guide your investment strategy, you’re leaving money on the table. It’s time to take action. #mobiledata #KPIforecasting #hedgefunds #stockmarket #investments #fintech #apptopia

Introducing Apptopia's KPI Forecasting tool, designed to give investors precise insights into the performance of the world’s top mobile-first companies 📊. With bi-weekly updates, stay ahead of the market with forecasts for critical metrics like ad revenue and user growth. Key Sectors: Social media (META, PINS, SNAP) Gaming (RBLX, SE) Online travel agencies (ABNB, EXPE, BKNG) Streaming (SPOT, NFLX) Dating (MTCH, BMBL) Explore more and get the data advantage at https://apptopia.com.

I'm thrilled to be speaking with Mark Fleming-Williams next week at the Eagle Alpha conference in London. Whether you're a seasoned veteran or just beginning to dip your toe in the water, there is always more #data out there to learn. Come pick up some new nuggets on how to improve your success or avoid some pitfalls, as Mark & I go back & forth on trials, tribulations, tips, and (above board) tricks from our time navigating the #alternativedata space. We hope to see you there!

📲 A Friday roundup of our top 3 insights this week: 1️⃣ Meta reported earnings this week, and our data shows momentum in mobile minutes for both Instagram and Facebook last quarter. Tom Grant’s read on Meta earnings here ➡ https://lnkd.in/g_N-KY6g 2️⃣ Amazon Prime Video will now go ad-supported (AVOD) by default. However, Amazon is at a unique inflection point in performance across its subscription apps - their mobile moat looks to be weakening. Read this story in our weekly newsletter ➡ https://lnkd.in/gX_rjT4H 3️⃣ Rising crypto prices look to be improving the outlook for Coinbase and Robinhood. We observed a mobile growth acceleration for crypto apps in Q4, as the price of Bitcoin rose by +73% YoY. Read more in our blog ➡  https://lnkd.in/gRVCpAxX

2023 Brokerages/Crypto Apps💲📈 Schwab Mobile takes first place by a mile - a result of acquiring former TD Ameritrade customers in its acquisition. 2023 was a negative year overall for crypto apps, but 2024 should look different if the price of bitcoin continues to increase.

2023 Sportsbooks 🏈💰 As online sports-betting is being legalized in more states, most apps saw positive growth. We're impressed by PENN Entertainment, Inc's ESPN Bet - even after it's launch in the middle of the NFL season, ESPN Bet landed in 3rd place on our leaderboard.

2023 Leaders in Payments and Money Transfers💸 Cash App, PayPal, Venmo, and Zelle® maintain their respective top 4 positions once again. Revolut stands out - with download growth up 53% YoY, it looks like the app was more successful in capturing US users last year.

A Friday roundup of our top 3 insights this week: 1️⃣ After a three-year reign as the top-downloaded app in the US, TikTok has now been surpassed. Head to our US Download Leaders Blog to explore the new frontrunners claiming the top spots in the App Store ➡ https://lnkd.in/gzeGU5jN 2️⃣ Our data shows that the social sector was dominated by Meta’s family of apps last year. Read more here ➡  https://lnkd.in/gQkV2ak2 3️⃣ Ahead of earnings, Tom Grant shares his insights on Match Group: https://lnkd.in/gWrwjYRU

2023 OTA Download Leaders✈️ Airbnb and Hopper take 1st and 3rd place after experiencing the most positive growth last year. Interestingly, while Expedia Group and Booking.com's apps dominated the OTA leaderboard, growth turned negative for all their apps except for Booking.com's Priceline.

Our team is looking forward to attending Eagle Alpha's Next Level Alternative Data Conference tomorrow and Thursday in New York. Thursday at 12:30 Tom Grant will be presenting research on Meta and Amazon as part of a larger presentation on the Magnificent 7. See more details at the link in comments and reach out to [email protected] for an invite to the presentation. Connor Emmel is sharing our latest data feature developments with insights into Peloton user churn and Temu new user retention. James Cole Shane O'Neill Ronit Koren Michael Finnegan Niall Hurley Lauren Mason E.J. Cottage Kate Bilyeu Zack Aresty Ryan Scimone Nicky Pettit