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

1. Dataset of the week: App data provider.

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

3. Research question for a Bespoke Project: Which alternative datasets can be used by investors to track consumer satisfaction with US airlines?

4. Events: QWAFAFEW chapter in Edinburgh.

5. Dataset access: Obtaining feedback on a potential ticker level dataset based on credit and debit card data.

6. Articles of the week: Tudor Jones invests in CargoMetrics and Numerai, Aberdeen AM hiring data scientists, Google now tracks offline spending.

7. Eagle Alpha’s offering.

 

1. Dataset of the week: App data provider.

Vendor Overview: This dataset provider is able to deliver app download and usage data on a wide range of mobile apps including information from Chinese app stores. The data enables investors to track activity in a wide range of sectors from banking to food delivery to online entertainment.

Dataset Overview:

  • History: Since 2013.
  • Geography: Worldwide.
  • Delivery: API or CSV.

Use Cases:

  • Analyze global mobile app data, updated daily (30M+ of online history via enterprise feed).
  • Analyze mobile app publishers and track biggest contributors to revenue.
  • Perform mobile industry analysis (e.g. mobile banking).
  • Track adoption of mobile apps by industry.
  • Provides insight into a company’s ability to meet revenue and earnings guidance.
  • SDK installation analysis shows adoption of advertising services such as Google Adwords.

Our database now has 489 providers. Contact us for more information: enquiries@eaglealpha.com.


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

On March 23rd 2017, Eagle Alpha published a research note analyzing the launch of Ubisoft’s flagship game for the quarter, Ghost Recon Wildlands. The game significantly underperformed against last year’s major launch, the Division, on key online metrics.

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

In our report, we concluded that it would be hard for Ubisoft to achieve consensus revenue estimate of €670m for Q4 2016 (+7% YoY).

On May 17th, the company reported Q4 2016 revenues of €648.6m.

Contact us to learn more: enquiries@eaglealpha.com.


3. Research question for a Bespoke Project: Which alternative datasets can be used by investors to track consumer satisfaction with US airlines?

Contact us to find out how you can monitor trends in consumer ratings and reviews, as well as insightful open government data.

4. Events 

  • Yesterday we presented at the QWAFAFEW chapter in Edinburgh.
  • We will present at the Citi annual quant conference in Budapest on 9th June.
  • We are a sponsor of the Learn 2 Quant event in NYC on 20th June.
  • We are working on a few more events before the summer sets in: 1) recruitment trends [NYC]: 2) web crawling – legal considerations [NYC]; and 3) data showcase events [NYC and London].


5. Dataset access

  • Pilot fishing: we are currently obtaining feedback from clients on a potential ticker level dataset based on credit and debit card data.
  • Roadshows: none this week.
  • Events: the next data showcase events in New York and London will be in July.


6. Articles of the week

Tudor Jones backs AI hedge funds.

Aberdeen kick-starts search for data scientists.

Google is tracking offline spending in physical stores.


7. Eagle Alpha’s Offering

There are 6 parts to our offering (see below). In June we will be starting a Series A funding round – we are keen to speak with asset management firms that are potentially interested in this deal. Please contact our CEO for more information: emmett.kilduff@eaglealpha.com.

1. Teach-ins: firms use our teach-in to catch up with the early adopters.

2. Bespoke Projects: lots of clients are asking us about footfall of US shopping malls at the moment.

3. Thought Leadership: clients use our events, proprietary content and lessons learned to stay on top of best practice.

4. Data Insights: discretionary clients value our google based indicators for 40 tickers.

5. Analytical Tools: clients use one of our tools to analyse product launches e.g. the Samsung S8 phone.

6. Data Sourcing: we are the only firm that has mapped 500+ alternative datasets and provides an advisory service to guide clients through the sea of data. Contact us if you would like to learn more.

Data beats opinion,

The Eagle Alpha Team

www.eaglealpha.com