Investing

Where public equity investors could have used Apptopia data for Q4 2021 earnings

Mar 16, 2022

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Adam Blacker

Mar 16, 2022

VP, Insights

Apptopia’s mobile app data enables investors to identify leading indicators and trend shifts in tickers, weeks ahead of consensus. Investors can also uncover correlations which can help predict earnings outcomes.

Incorporating mobile signals into the investment lifecycle is the best way to optimize your investment strategy and improve portfolio performance. By leveraging competitive mobile intelligence early on in your process, you'll be the first to recognize patterns & trends and identify new opportunities.

Here are three examples of where Apptopia data could have made you money on Q4 2021 earnings:

Chegg [NYSE:CHGG]

CHGG 4Q21

Apptopia clients are privy to earnings previews where we highlighted a likely rebound and strong growth in Chegg services revenue. As we now know from earnings, that was the case. Chegg's stock price popped after reported earnings to the tune of +16%. For services revenue, the company beat consensus estimates of $175.8M with $187.2M. Chegg also beat consensus estimated subscriber numbers by 6.5%. 

Etsy [NASDAQ:ETSY]

ETSY 4Q21

Etsy was one of our standouts going into earnings due to strong app activity across our estimation metrics. The company beat consensus revenue estimates of $685M with $717M. It also beat consensus GMS estimates of $4.06B with $4.20B. Its stock price jumped +16% the day after reporting.

Peloton [NASDAQ:PTON]

PTON 4Q21

We noted the sequential growth in app performance but highlighted that the magnitude of the growth was actually below consensus estimates. The company's stock price was all over the place given activist engagement/management change. However,  the underlying business activity trends were disappointed this quarter and Apptopia data estimates were helpful in detecting this. 

Enticed? Learn more about Apptopia's Alpha Intelligence or access the Apptopia application on the Bloomberg Terminal at {APPS MOBILE <GO>} to get a two-week free trial. Terminal users can also access via this Blue Link. The application is available for individual use and via firm-wide licensing.

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Adam Blacker

VP, Insights