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App Economy
Commerce
Lifestyle
Temu and SHEIN are doing better than you think
Tom Grant
May 9, 2025
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App Economy
Commerce
Lifestyle
Temu and SHEIN are doing better than you think
Tom Grant
May 9, 2025
App Economy
Fintech
Games
Rideshare
Travel
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
Tom Grant
April 25, 2025
Announcement
Company News
News & Reference
Product News
Apptopia Acquires Leading U.S. Mobile Consumer Panel, Strengthening the Depth and Accuracy of Its Investor-Focused Data Products
Tom Grant
February 12, 2025
App Economy
Social Media
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
Tom Grant
January 22, 2025
App Economy
Social Media
TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)
Tom Grant
January 15, 2025
App Economy
Dating
Social Media
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
January 10, 2025
App Economy
Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
App Economy
Commerce
Social Media
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
December 11, 2024
App Economy
Commerce
Food & Dining
Rideshare
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
December 4, 2024
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