Subparstack

Business

MOBILE SIGNAL

BurgerFi (BFI) is scheduled to report earnings on 4/7. User sessions of its mobile app are up 37% YoY but down 8.6% QoQ. Dive deeper into BFI with a free trial of our Bloomberg Terminal App.

APP ACQUISITION

Ola will be acquiring Avail Finance, an instant personal loan app out of India. The app has been installed 2 million times since launch in July 2018.

Musings

Subparstack

Substack is a creator platform, mostly catering to writers where readers directly pay writers they subscribe to. You've probably seen prominent writers like Casey Newton (formerly of The Verge) use Substack to go independent. Substack, rightfully so, wants its mobile app to be the main area of engagement for readers. Outside of a small launch burst, downloads quickly fell behind that of competitor, Medium. It could be that there is not enough content or talent on Substack just yet to garner more support. Data shown above is iOS only as Substack is not yet available on Google Play. The Android version is in the works.

LinkedIn recovers

"The Great Reshuffle" has been good for LinkedIn's pandemic bounce-back, driving record engagement which has translated into dollars spent by users. The professional network has taken a note from the creator economy by recruiting premium publishers as a way to drive subscription revenue. This seems to be working but there is more room to run as the company recently announced analytics and video features for its creators. LinkedIn IAP revenue is now just shy of where it was in 2019.

Insights & Updates

HBO Max & Discovery+: the whole may be greater than the sum of their parts

Apptopia data gives you an insight into the market share of a combined HBO Max and Discovery Plus streaming subscription service in the United States.

Opportunity in SPACs with a mobile presence

Apptopia data shows where performance of SPACs with pummeled stocks are actually doing well.

Alternative Data Balances "Asymmetry of Information" for Asset Managers

Mobile data is becoming more powerful as our lives become more mobile, but it’s not the end all. One set of data hardly ever is. A key part to investing is Mosaic Theory – bringing together multiple data points to reach a conclusion about a company or stock.