Claude or ChatGPT, Which Does Muse Pose a Greater Risk To? New analysis here. apptopia.com/en/insights/mu…

$META $ANT #OpenAI

$NYT app ranked #2 Overall in the App Store on midterms election night after ranking only #122 Overall during the 2024 presidential election.

$META Muse hits 20 million downloads in 56 days. That's 357k downloads per day.

The app is only available in the US, Canada, Japan and Singapore. 89% of downloads are from the US.

$UBER October MAU accelerates for first time after 3Qs of deceleration. Estimating QTD y/y global MAU is +9% y/y vs. +8% in 3Q y/y. Halloween (event) y/y global DAU is +13.4%

"There is no permanent source of alpha. There is only the discipline to keep searching for something different." -Great quote from BlackRock's Raffaele Savi

Data drop for OSB + PM markets:

DraftKings is the only OSB app to grow DAUs year-over-year this NFL season

Kalshi now has more DAUs than DraftKings and FanDuel combined

Polymarket has increased its DAU market share 112% year-over-year

$DKNG $FLUT $PENN $CZR $MGM

We noticed Muse users were older than the other GenAI apps. Others are finding this as well. Thanks to @TIME for including our data in their latest piece. time.com/article/2026/1… $META

Claude just launched Duet. Good timing as 25% of its users are currently active users of Muse. $META

We see a very similar trend w/Claude. $META

After 26 consecutive days as the #1 Overall app on the US App Store, Muse finally succumbs to... Dave's Hot Chicken. A worthy adversary. $META

Netflix’s US app user churn rose 16.6% Y/Y in Q3 2026, about double the 7.8% increase in Q2.

Churn is in a safer place internationally. $NFLX

Muse surpassed 10 million downloads over the holiday weekend, currently sitting at 11.1M. $META

Suno's 2026 download growth is industry beating but it only has >1% of US DAU market share of the top audio streaming apps. $SPOT $GOOG $AAPL $AMZN

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 eason 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-valida…

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-perf…

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-…

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.

Top 3 Insights this Week🧵

March saw travel apps in a slump, while QSR apps were positive and growing. Explore last month's mobile trends ➡️ apptopia.com/blog/mobile-ma…

Our VP of research dives deeper into outlook on travel apps➡️x.com/ApptopiaInsigh…