Latest ideas and analyses related to app downloads

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AFRM , SHOP

+36 pts



$AFRM - Jefferies says app download data indicate tailwind to AFRM volumes, and reveal typical BNPL customer

By phenphen on July 8, 2021, 10:54 a.m.
Tagged topics: analyst checks , app downloads , Jefferies , buy now pay later , BNPL

Views: 171, Votes: 4, Responses: 0, Attachments: 2
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 145, Votes: 1, Responses: 0, Attachments: 16
SNAP , TWTR , PINS , FB , GOOGL

+31 pts



$SNAP, $TWTR - Piper Sandler data shows aggressive hiring, says $SNAP should be bought on recent weakness

By labjordan on March 26, 2021, 12:22 p.m.
Tagged topics: analyst checks , digital advertising , app downloads , social media , Piper Sandler , buy the dip , media , hiring data

Views: 182, Votes: 1, Responses: 0, Attachments: 8
PYPL , SQ

+35 pts



thanks

By tokyotwin on Feb. 22, 2021, 7:48 p.m.
Tagged topics: app downloads , digital wallets , cryptocurrency , Piper Sandler

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PYPL , SQ

+73 pts



$PYPL, $SQ - Piper Sandler says download data suggest crypto a strong tailwind for PayPal and Square

By phenphen on Feb. 22, 2021, 11:44 a.m.
Tagged topics: app downloads , digital wallets , cryptocurrency , Piper Sandler

Views: 357, Votes: 2, Responses: 1, Attachments: 16
GOOGL , PYPL , SQ

+40 pts



Thanks

By tokyotwin on Feb. 8, 2021, 11:08 p.m.
Tagged topics: analyst checks , app downloads , digital wallets , growing competition

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PYPL

+30 pts



great views!

By khuntori on Jan. 28, 2021, 9:59 p.m.
Tagged topics: app downloads , earnings preview , pandemic trends , Barclays , Venmo

Views: 6, Votes: 1, Responses: 0, Attachments: 0
PYPL

+41 pts



$PYPL - Barclays says leading indicators suggest another strong quarter for PayPal driven by COVID related tailwinds

By phenphen on Jan. 28, 2021, 2:08 p.m.
Tagged topics: app downloads , earnings preview , pandemic trends , Barclays , Venmo

Views: 236, Votes: 2, Responses: 1, Attachments: 7
MTCH

+36 pts



$MTCH - JP Morgan says there's evidence of fewer Tinder App downloads with second wave lockdowns, but not to the same extent as first wave

By puckerman17 on Jan. 27, 2021, 6:13 p.m.
Tagged topics: Tinder , app downloads , pandemic trends , Second Wave , JP Morgan

Views: 98, Votes: 3, Responses: 0, Attachments: 10
GOOGL , PYPL , SQ

+30 pts



What's more interesting for me in this report is crypto's link to PayPal downloads

By phenphen on Dec. 28, 2020, 12:43 p.m.
Tagged topics: analyst checks , app downloads , digital wallets , growing competition

Views: 20, Votes: 1, Responses: 0, Attachments: 0