Q2 Earnings Review: Mobile signals that outsmarted consensus
In Q2, Apptopia’s mobile data identified leading indicators and trend shifts in tickers weeks ahead of consensus for a number of stocks, as mobile performance correlates with company key performance indicators. As our team has worked alongside investors to uncover correlations that can help predict earnings outcomes, we find cases every quarter where the nuances to mobile performance metrics make all the difference. For example, when Netflix went after password-sharing, it impacted the metrics that mattered. This Q2 earnings review breaks down what we saw in Uber (UBER) and Duolingo (DUOL) that Wall Street did not, and a consideration for evaluating Six Flags Entertainment (SIX).
