App download and usage data is an example of an alternative data source that can be used to analyze product adoption and brand satisfaction.
The case study presented below was prepared by a satellite imagery data analytics company that catalogued and back tested more than one million parking lot images that accounted for 1.5 billion cars over seven years.
Using email receipt and Google search data, Eagle Alpha published a research report on July 14th predicting a weaker June quarter for Starbucks versus consensus.
On July 17th, Netflix reported better than expected Q2 results with revenues growing by 36% to $2.67 billion.
On July 4th 2017, Eagle Alpha published a research note analyzing Fitbit’s Q2 with the use of online retail data.
On July 13th, 2017, Eagle Alpha published a research note analyzing PayPal’s Q2 using email receipt data. Eagle Alpha’s PayPal predictive model suggested better Q2 revenue than consensus estimates.
Google Trends is a public web facility based on Google Search that shows how often a particular search term is entered relative to the total search-volume over time across various regions of the world.
Analyzing satellite imagery and obtaining actionable insights is not easy and the main problem is obvious: clouds.
Crawled data is one of the most widely used categories of alternative data. It is relatively inexpensive to collect and can often provide a strong signal for consumer related companies.
Google Trends is a public web facility based on Google Search that shows how often a particular search term is entered relative to the total search volume over time across various regions of the world.
On March 23rd 2017, Eagle Alpha published a research note analyzing the launch of Ubisoft’s (UBI:FP) flagship game for the quarter, Ghost Recon Wildlands. The game significantly underperformed against last year’s major launch, the Division, on key online metrics.
Asset managers constantly ask Eagle Alpha for case studies that demonstrate how alternative data can add value to their investment process. In response to this demand Eagle Alpha will regularly publish a compilation of case studies. This document is the first in this series.
