BMInsights

FB Is On A Diet, But Still Phat

Facebook has been shedding pounds (ie, in the form of user engagement), but both Instagram and WhatsApp have been making serious gains during the same period of time. Our consumer trackers on the Facebook flagship platform look bad and have continued to worsen, but we thought it was important to emphasize just how well the Instagram property has been doing.

We have much much more data on this story and will have updates to our consumer deep-dives in the US and internationally and to our ad execs work (all with historical data included) in early January. Please let us know if you would be interested in learning/seeing more.

Below you will find a couple charts showing Instagram picking up some of the slack in the wake of Facebook declines.

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MCD | It’s Easy As 1, 2, 3…

Our work on McDonald’s is a great tool to monitor not only underlying dynamics but also the relative strength or weakness of new initiatives (such as the $1, $2, or $3 Menu). Below is the feedback we received from respondents. We also have great feedback on perceptions toward the incorporation of fresh beef, the McCafe line, and technological improvements in restaurants.

Please let us know if you would like to learn more or would like access to our historical data on McDonald’s.

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Bespoke – Looking Back at SNAP

Snapchat has had a rough year (down 71% since February 16 of 2018). Even during that peak of optimism, our consumer insights backed by historical data underscored structural headwinds working against SNAP.

First, the history in our trackers of platform cross-over suggested that SNAP’s growth into Instagram’s user base slowed materially following Instagram’s launch of “stories”. 

IG Account Flows

 

IG DAU                             

We also found that SNAP has a decidedly negative NPS among users who are over 45 years old (the most negative of any platform we test).

 

SNAP NPS New

We have quite a bit more feedback on Snapchat from users and non-users, but these are two examples of headwinds among younger audiences (Instagram’s addition of “stories”) and older audiences (simply not liking the experience) that have been a factor in user growth.

If you are curious about the full array of insights we have on SNAP, FB, and TWTR, please give us a call 914-630-0512 or shoot us an email (research@bespokeintel.com).

Paying Up For Spotify and Apple Music

Willingness to pay for streaming music has been driving higher over the past two years in our survey. This rising tide has lifted a handful of entities, but our latest iteration pegs Spotify and Apple Music as the fastest runners in the race.

Below you will see three important trends highlighted by historical comparisons in our survey report.

1). Consumers are more likely to think only one streaming music option is appropriate to pay for. In other words, in streaming music a jump ball is more of a true jump ball with only one winner. In streaming video, consumers are more likely to have appetite for multiple services.

2). More and more consumers have been entering the realm of paying for streaming music.

3). Spotify and Apple Music have been gobbling up the jump balls most effectively over the past two years.

Please let us know if you would like to learn more about our work on streaming music platforms. Our creative questions with historical comparisons make for helpful insights. 

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AAPL – No iPhone Unit Reporting, No Problem

With the announcement that Apple will no longer provide iPhone unit sales, we wanted to flag our survey work as a potential tool to help fill the coming knowledge gap. We have been consistently tracking market share, retention rates, recent purchases, model mix, loyalty, refresh cycle length, etc (in the US, China, and other countries) for 6+ years. Comparing our upcoming measurements with historical readings will yield really helpful insight into what is actually going on with AAPL (even if they aren’t telling us quite as much going forward).

Please let us know if you would like to learn more about what we ask about in our surveys on AAPL. Just a few examples of metrics we track below (we have the raw data available in excel).

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Refresh cycles

Video Game Engagement Softens, Fortnite Worsens, Blackout Better

Our latest video games deep dive has produced some noteworthy insights which we wanted to share.

Video Game Playing Frequency Worsens, Again
We wanted to flag a deceleration in engagement across users.

Fortnite Data Worsening
Drilling down further, we have picked up on a notable decline in user engagement with Fortnite.

Call of Duty Black Ops 4 Blackout Better Than Fortnite
We gathered a stronger preference for Call of Duty over Fortnite in our head to head.

Please let us know (research@bespokeintel.com) if you have any interest in our video games coverage / this new report.

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PYPL – Zelle Bears Watching

With EBAY shifting away from PYPL, the growth prospects of Venmo are becoming all the more important to track. The competitive landscape is heating up, and no one really knows how it will all turn out when the dust settles. Our survey work provides a great window of insight into what is going on with users of mobile payments platforms. Below we show a couple of key data points from the full report that we recently published for clients (which we will continue tracking regularly going forward).

Please let us know (research@bespokeintel.com) if you have any interest in our mobile payments coverage / this new report.

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FB Daily Visitors: Where is Their Attention Shifting?

Bespoke Intel has account holder and DAU flow data with historicals and certain insight angles that others (like app data scrapers) just don’t have. Per the chart below from our special 8-page flow report, you’ll notice a few data points that jump out:

FB daily visitors have been visiting…

  • Instagram more since July/August 2017.
  • TWTR more compared to earlier in 2018.
  • SNAP around the same since July/August 2017.

This is just one example of data we can show you that offers some clean and easy to understand takeaways on FB and SNAP in particular. Imagine having access to our entire platform of both hard and soft data where you can check both DAUs and sentiment surrounding things like SNAPs recent app update. Contact us to try out Bespoke Intel!

 

NFLX: Cancellation Trigger Price At Series Highs | Bespoke Intel

We have a great deal of insightful data on NFLX investment narratives with survey refreshes due out in the next week (6 years of historical data):

  • International sub growth, churn, engagement, sentiment, etc.
  • Domestic sub growth, churn, engagement, sentiment, etc.
  • Original content popularity and ability to a) drive new subscriptions and b) curb churn
  • Cord cutting, competitive dynamics, etc.

In short, if investors think an issue could impact the stock, we are gathering feedback directly from consumers and tracking it over time.

Bespoke Intel has fresh data coming down the pipeline on NFLX. Presenting a data point relevant to most discussions in the space…at what monthly price point would consumers decide to cancel their Netflix subscription? The chart below shows positive feedback in May (new series high)  but this is not the entire picture.

Bespoke’s full reports on NFLX and streaming media covers both domestic and international sub growth, churn, engagement, and sentiment (UK, France, Germany, and Japan). We also have feedback on original content rankings by show and network, cord cutting, and competitive dynamics.

Contact us now if you’d like to try us out!

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