Mobile app data is real customer activity. I provide daily insights on the underlying business of public companies through @apptopia data.
Boston, MA
Joined June 2023
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Tom @ Apptopia retweeted
The secondhand retail market in the US is growing like gangbusters, with Y/Y growth accelerating as of late, thanks to Vinted.
Apptopia's US consumer device panel shows Vinted overtook Depop in US weekly active users the week of May 11 and has held the lead for thirteen consecutive weeks. #EBAY
Earlier this month we flagged that sportsbook app DAU growth peaked just four days into the World Cup, while Kalshi kept climbing.
Now that the tournament's over, sportsbooks have officially been outpaced by prediction markets.
The vital questions we are working on now: Are new prediction market users going to have different retention rates than those of the sportsbooks? Have prediction market apps stolen actual users from the OSBs? Reach out now if you want an early look.
$DKNG $FLUT $MGM $CZR
Tom @ Apptopia retweeted
Threads is bleeding users, X is dominating engagement. Global DAUs of Threads have declined every month for the past eight months. US DAUs of the app have declined for seven out of the past eight months. $META
$DKNG's top users are on Kalshi more than $FLUT's.
Per @hellahungry78's request, we looked at whether or not Kalshi was pulling away the top users from DraftKings and FanDuel. We took the top 20% of users by time spent in each month and saw what % of them are also on Kalshi. They were pretty much inline until December, when DraftKings's top users started using Kalshi noticeably more than FanDuel's.
Last week I was on a webinar with @BattleFinData. One stock I mentioned was $PINS. Our user data is really strong. We are seeing acceleration in time spent per day YoY in the US led by females. See chart below.
Our mobile tracker for Global MAU growth (blue line) also looks better than consensus (dotted orange line) in 4Q25
Given that $PINS announced a layoff at the end of Jan, clearly there are issues at the company. But it does seem like at least one thing is going right - users are more engaged.
Blog post: apptopia.com/en/blog/predict…
App rank is an interesting topic today, isn't it @grok? Did you know that 36 different apps ranked #1 for the day in the US App Store over the past year? Here are the apps that ranked #1 for at least two separate days over the past 365 days. I see that @ChatGPTapp had the most days at #1, but @deepseek_ai also made it. And (not pictured) good ole @grok was ranked #1 for one day too!
Here is the same data but for @GooglePlay. Again @ChatGPTapp dominates, but I see @deepseek_ai and @grok here too getting a handful of days where they are ranked #1. Looking at this, I think it is a little hard to argue that Apple is playing some nefarious game.
Feeling bad for $SOFI shareholders this AM, especially because our app data pointed to such a positive quarter. I recognize this is small comfort, but loan originations were way higher than what consensus expected, so our preview was correct. For all of you that are big into $SOFI, I hope the company is setting itself an easy earnings bar to beat in 2025 with this guidance.
I forgot that I had given a quick $NFLX preview on here too. I hope some folks spotted this before earnings.
Our MAU data captured $NFLX subs very well for years until the password-sharing crackdown. Once that finished, our data was right back on. For 4Q, our MAU growth is looking slightly better than consensus. 1Q25 is off to a great start as Squid Game effect lingers into January.
Another big riser has been Lemon8. Similar to what I said on REDnote, it has added just under 2m DAUs, which is a lot, but way less than TikTok's DAUs
I spent a lot of time on the TikTok ban and its impact. Didn't occur to me that people would go find another Chinese app to use instead. Our data shows REDNote added about 2.4m users globally, which is a lot, but not actually that many in the context of how big TikTok is.
$NFLX reports on Monday and just had to share this with you. This is daily DAUs since 1/1/23 and look at the spikes from Tyson-Paul and Squid Game 2.
Our MAU data captured $NFLX subs very well for years until the password-sharing crackdown. Once that finished, our data was right back on. For 4Q, our MAU growth is looking slightly better than consensus. 1Q25 is off to a great start as Squid Game effect lingers into January.