Eagle Alpha

Company Overview

Eagle Alpha is focused on solving the challenges that asset managers face when working with alternative data. The Eagle Alpha solution has six parts:

TEACH-IN

Teach-ins educate our clients to enable them to catch up with the innovators and early adopters in the alternative data field.

BESPOKE PROJECTS

Bespoke Projects enable clients, who don’t have the skillset and/or capacity to work with alternative data, to commission specific projects.

THOUGHT LEADERSHIP

Thought Leadership ensures that our clients do not fall behind the curve regarding how to obtain value from alternative data.

DATA INSIGHTS

Data Insights reports and indicators give clients actionable ideas and demonstrate, based on 4 years of experience, how different types of alternative datasets can be leveraged.

ANALYTICAL TOOLS

Analytical Tools enable clients to obtain proprietary analytics on 90 million data sources for research into items like product launches and elections. In addition, we have a proprietary algorithm that enables clients to build databases of experts.

DATA SOURCES

Data Sourcing keeps clients on top of the world’s alternative datasets and ensures they do not miss out on the best datasets.

Brendan Furlong
  • Brendan Furlong

GoPro: Positive Alt Data for Black Friday and Quarter to Date

Summary: Analyzing Eagle Edge web crawled data we show metrics for GoPro’s market share and pricing quarter to date and over the Black Friday weekend. GoPro has gained significant share of bestsellers, yet promotional activity does not appear to be aggressive Eagle Alpha Insight Online retail metrics show GoPro regaining share with relatively benign discounting. Combined, the data is positive. Promotional activity does not appear to be as bad as perceived from managements recent comments.

Brendan Furlong
  • Brendan Furlong

Apple: Online Interest in New iPhone Models Lagging 2017 Models

Summary Consumer search interest in the latest iPhones has collapsed when compared to last years phones. Eagle Alpha’s Search Signal for Apple continues to show weak momentum. Twitter conversation surrounding the new iPhones is also in sharp decline and is indicating higher consumer interest in the older iPhone X than the newer models.  Eagle Alpha Insight Consumer interest in the latest iPhone models remains low. This is likely to be reflected in unit sales in the coming quarters. Interest ...

Brendan Furlong
  • Brendan Furlong

HPQ: Data Indicates Stable Demand and Fundamentals

Summary: Estimated share of bestsellers saw some minor pressure in the quarter. Share pressure was less than seen in FYQ3. ASP trends were relatively positive. Eagle Alpha’s Search Signal indicator suggests stable consumer demand for HP products. Eagle Alpha Insight Our data indicates HP had a mixed performance in FYQ4’18. Stable consumer demand and pricing is offset by a slightly lower share of bestsellers. This implies the company will report similar to the July quarter. 

Brendan Furlong
  • Brendan Furlong

Footlocker: Negative Consumer Demand Signal Persists

Summary: Eagle Alpha’s Search Signal for Foot Locker has shown weakness throughout 2018.  Weakness in the signal has persisted into the October quarter. The 1 month and 3 MMA signals have continued on a downtrend. Eagle Alpha Insight: The persistent weakness seen in the signal for Foot Locker implies that sales metrics are at risk. The signal has moved earlier than sales in the past, so the current trend may get reflected in company guidance.

Lowe’s: Weak Consumer Search Trends in October Quarter

Summary: After rebounding slightly from weakness in the April quarter, Eagle Alpha’s Search Signal for Lowe’s has turned lower. Over the past three months the one month and three month signals have seen a sharp decline. Eagle Alpha Insight: Search Signals is implying that consumer demand for Lowe’s has weakened and puts sales growth metrics at risk.  The signal has moved earlier than sales in the past, so the current trend may get reflected in company guidance.

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