Top Picks for Q2
Wondering which tickers to keep an eye on this quarter? Explore how you can elevate your investment strategy performance with these remarkable reports that have already driven success for our clients in Q1:
1. Top Performers
Reported KPIs: Successful Items Sold & Total Payment Transactions
Our Mercado Libre report has consistently delivered precision since its launch. Utilizing dual indices, we predicted Successfully Sold Items and Total Payment Transactions for Q4 2023 with impressively low error rates of -0.6% and 0.8% respectively.
Reported KPIs: Total Subscription and Maintenance Revenue & Total Ending Subscriptions
We’ve consistently achieved accuracy in forecasting Total Subscription & Maintenance Revenue, boasting a MAPE of just 1.7% over the past four quarters. In the recent Q4 2023 estimate, we achieved an impressive error rate of 1.3% for this metric. MELI and ADSK reports accurately predicted key KPIs, with error rates as low as –0.6% for MELI in the last quarter.
2. Most Requested
Reported KPIs: International Net Sales & Online Stores Sales
One of our most requested reports, our AMZN report contains insights on Amazon’s international operations across key countries including the UK, Germany Japan, and more. Last quarter, we achieved impressive error rates of -1.7% for International Net Sales and 0.80% for Online Stores Sales.
Reported KPIs: Billings, Revenue & Total Paying Customers
Our highly requested Asana report predicts three key KPIs for this workplace management platform. Our Q4 2024 prediction for Billings boasted an error rate of -0.9%, contributing to an impressive 6-quarter MAPE of 1.5%.
3. New Launches
Reported KPI: Daily Average Revenue Trades
Introducing one of our newest additions: the IBKR report. In a unique approach, we deliver our Interactive Brokers’ report on the final Tuesday of each month, providing data up to the previous day and including an estimate for the full month.
Reported KPI: Direct Net Sales
Introducing our latest launch: the VSCO report. Offering a comprehensive view of Victoria’s Secret’s online transactions in the US across various platforms, this report also includes a dedicated index for Adore Me, a brand acquired by Victoria’s Secret in November 2022.
4. In-Demand
Reported KPI: Premium Subscribers
A long-standing favourite among clients, our Spotify prediction is known for its consistent accuracy with a MAPE of just 0.2% over the last 6 quarters. Now, with an enhanced delivery frequency of five times monthly as of Q1 2024, you can delve even deeper into the insights offered by this report.
Reported KPI: Number of Orders, Active Customers & GMV
A client favourite, our Zalando report offers insights across different regions and into the Prive and Lounge domains. With a track record of predicting orders with a remarkable MAPE of 0.4% over the past 20 quarters, our recent Q4 2023 estimate had an excellent error rate of -0.1%.
Reported KPI: Room Nights
A client favourite, our BKNG report provides insights into Booking.com’s recovery as the travel industry bounces back into action post-pandemic. With a notable 6Q MAPE of 1.7%, our report has consistently provided reliable guidance during BKNG’s return to success.
Reach out to unlock these valuable insights and explore our full coverage.
Here’s to another quarter of alpha-generating insights!
