Data beats opinion >>> your weekly update on the alternative data space

1. Dataset of the week: Consumer products retail pricing.

2. Case study of the week: Web data revealed Ghost Recon’s weak launch. Ubisoft (UBI:FP).

3. Articles of the week: BlackRock machines vs. stock pickers, internet providers can now sell browsing history, you should’ve studied data science.

4. Events (recaps & scheduled events).

5. Upcoming roadshows.

6. Update on Eagle Alpha’s offering.

 

1. Dataset of the week: Consumer products retail pricing.

Vendor Overview: The dataset enables users to analyse the short and long-term performance of over 100 consumer products brands/companies in the US using data from major US retail websites. The dataset currently supports over 100 brands/companies from categories including Tech Hardware (e.g. Apple, Cisco, Canon), Consumer Electronics (e.g. Sony, LG Electronics, Harman), Household Appliances (e.g. Whirlpool, Electrolux) and Leisure Products (e.g. Mattel, Hasbro) and the list is growing all the time.

Dataset Overview:

  • History: Variable. Generally 3 years or more.
  • Geography: U.S.
  • Delivery: Excel/CSV.

Use Cases:

  • Estimate short and long-term trends in Average Selling Prices for the Bestselling Products/Brands in a category.
  • Estimate short and long-term Market Share trends for the Bestselling Products/Brands in a category based on their prominence amongst the bestsellers in that category.
  • Track short and long-term trends in Sales Ranking online for the Bestselling Products/Brands in a category.

Our database now has 487 providers. Contact us for more information – enquiries@eaglealpha.com.

 

2. Case study of the week: Web data revealed Ghost Recon’s weak launch.

We used various web data sources to analyze the launch of the new Tom Clancy title. Figure 1 shows weak viewership results on Twitch, a live streaming video platform for gamers. Only 1.9m hours of Ghost Recon live streams were viewed during the first week post launch. Last year’s major Q4 launch The Division, on the other hand, recorded 10.2m hours.

Twitter, Google and YouTube numbers are also weak. For example, 88k mentions of Ghost Recon on Twitter is far behind The Division’s 721k. Furthermore, search interest across Google and YouTube for Ghost Recon is far below the results recorded by competitive titles.

The first week’s sentiment results for Ghost Recon was strong with a higher proportion of tweets recorded as positing and lower proportion as negative when compared to tweets for The Division.

Overall, it will be hard to achieve consensus revenue estimate of €670m for Q4 2016 (+7% YoY).

 

3. Articles of the week.

At BlackRock, Machines Are Rising Over Managers to Pick Stocks.

US House votes to let ISPs sell your browser history.

You should’ve studied data science.

 

4. Events (recaps & scheduled events).

Interested in a detailed paper summarising the Newsweek AI & ML event?

Interested in a paper summarising our data showcase events in London and New York?

Attend an event to learn about the legal considerations of alternative data. Events: London (20th April), New York (26th April), Hong Hong (12th May).

 

5. Upcoming roadshows – contact us to book meetings with data providers.

Trade nowcasting dataset: London (w/c 3rd April), New York (w/c 10th April).

 

 6. Update on Eagle Alpha’s offering.

We have restructured our Data Sourcing offering into 3 parts:

1. A database of all the alternative data providers worldwide. The near-term focus is completing detailed profiles for each data company.

2. An advisory service that enables clients to prioritise datasets to evaluate. Clients value regular calls with our data procurement team.

3. Data company access – a service that arranges meetings with data companies. This includes pilot fishing meetings of datasets that will come to market, roadshow meetings and data showcase events.

Data beats opinion,

The Eagle Alpha Team

www.eaglealpha.com