@Apptopia
Account based inUnited States
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About us: https://xitter.cf/t.co/3VrDHXdaCn Data insights: https://xitter.cf/t.co/t8w4v3vlBP Press: https://xitter.cf/t.co/FnPUUVFauD
Boston, MA
Joined December 2011
- Tweets7.4K
- Following2.4K
- Followers7.2K
- Likes1.9K
Apptopia retweeted
In the span of a year @Kalshi has gone from a fraction of the @DraftKings sportsbook to surpassing it. It passed @BetMGM last October on the way. @apptopia shows us daily active users in the US soaring into the NFL kickoff, far ahead of the 1:15 user ratio it had with DraftKings a year ago.
The @NFL season will test whether it holds. DraftKings moved its own prediction app into the main app in June, and at Q2 earnings reported monthly unique payers up 9% Y/Y, noting its prediction product is growing faster than it expected.
Schedule a demo to track the sportsbook and prediction apps through the season. calendly.com/d/ct7v-xq3-ykg/…
#alternativedata #equityresearch #predictionmarkets
For informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security.
Maiden Century has ranked Apptopia as the #1 provider for 150+ tickers and Top Ranked across the majority we cover.
Our data shows leading MAPE across key sectors, giving investors the most reliable signals in the market.Learn more: apptopia.com/en/data-validat…
Introducing the Mobile Performance Index (MPI): Apptopia’s new index delivers 0.90+ YoY correlation across 300+ KPIs. One resilient, investor-grade signal built from proprietary device-level panel data. 📈
apptopia.com/en/mobile-perfo…
Big news! Apptopia has acquired a premier U.S. mobile consumer panel, expanding the depth and accuracy of our investor-focused data products.
Learn more: apptopia.com/blog/apptopia-a…
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. META, PINS, SNAP, RBLX, SE, ABNB, EXPE, BKNG, SPOT, NFLX MTCH, BMBL.
ALT KPI Forecasting
March saw travel apps in a slump, while QSR apps were positive and growing. Explore last month's mobile trends ➡️ apptopia.com/blog/mobile-mac…
Our VP of research dives deeper into outlook on travel apps➡️xitter.cf/ApptopiaInsight/status…
As we gear up for earnings season, our data points to strong user growth and accelerations in March for $PINS $HOOD $LYFT. Read more here ➡️
apptopia.com/blog/first-read…
$SPOT announced another price hike this week. Check out our VP of Research's take on the news. xitter.cf/ApptopiaInsight/status…
$SPOT is making news by raising prices. Honestly, this makes a lot of sense and I'm not surprised. For such a huge company, their FCF is not great. What does look positive is the YoY growth in 1Q24. It looks like it ticked up slightly from 4Q23, which is better than consensus.
Following strong growth in MAUs in 4Q23, Temu $PDD is taking a dip this month, cooling pressure on Amazon $AMZN. Read more ⬇️ apptopia.com/blog/temu-takes…
$ABNB is becoming a mobile-first company. Tom's read following earnings here⬇️
xitter.cf/ApptopiaInsight/status…
An off-day from trading allows for extra thoughts on $ABNB. App data was very strong YoY in Dec and Jan, coinciding with strong stock price. But how did it miss the room nights decel?
$DKNG led all Online Sportsbooks in market share by new users on Super Bowl Sunday, just as it did last year; meanwhile, Fanduel $FLUT held the #1 spot all season. Read our post-Super Bowl competitive analysis on Sportsbooks here: apptopia.com/blog/competitiv…
Not so surprising revenue beat for $COIN and $HOOD thanks to mobile activity... xitter.cf/ApptopiaInsight/status…
