AKAnomics

Bloomberg Second Measure provides a US credit and debit card panel comprising between 4-8MM users, with history going back to 2013. Second Measure sources this data from similar entities to those of competing Credit/Debit Card resellers, though the underlying tagging, panel selection, normalization and error correction approaches can cause significant differences from merchant-to-merchant vs its peers. The BBG SECM panel is mapped to both merchants as well as tickers. We will typically de-duplicate on our side to ensure a company’s feed is not counted twice during sector or sub-sector aggregations. The schema is simple, with four distinct indices to track dollar spend, transactions, unique users and average transaction price. Second Measure uses only one normalization method, whose details are kept proprietary but is philosophically pegged to the number of active cards in the panel, as opposed to the “% of total panel spend” approach.

Babel Street is the largest provider of publicly available data collections and products to the public & private sectors. Their Refined Self-Storage dataset is just the first among several investor-focused aggregated data product offerings that we plan to launch in the coming months, including pricing across dozens of top e-commerce retailers. BSD STRG contains data on the regular and sales prices to rent standard 10x10-foot units across all locations from the top storage brands, in addition to Location Availability & Revenue Capacity. This includes tracking Rent per Square Foot and Total Revenue for CUBE, PSA and EXR. We’re looking to also ingest a variety of other datasets from Babel Street this year, including eCommerce Retail Pricing data from dozens of top US eComm sites.

Apeiron tracks customer switching patterns in the wireless industry across the US, Canada & all the main European markets, covering all the main (public and private) telcos. Switching data is tracked through the ingestion, cleansing & aggregation at scale of wireless exhaust routing data (changes in routing decisions made by carriers to terminate a call/message). The data tracks customer switching from one carrier to another and can provide near real-time insights into market trends and share shifts, in both postpaid and prepaid markets. Apeiron currently has US wireless subscriber data on the platform, with plans to add Canadian and European carriers in the coming months. APR FCST represents Apeiron's research team's triangulation of their granular data into quarterly KPI forecasts for Net adds, Gross adds and Churn for the publicly listed wireless carriers and Cable MVNOs in the US. The KPI numbers are updated weekly, but align with quarterly KPI reports from the companies, while the underlying switching data can be updated daily.