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Fintech
Sector growth, user trends, and competitive analysis of AFRM, SQ, COIN, PYPL and HOOD,
Ridesharing & Food Delivery
Sector growth, user trends, and competitive analysis of UBER, LYFT, DASH, CART and GRUB.
Social Media
Sector growth, user trends, and competitive analysis of META, SNAP, PINS and GOOGL.
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Dating
Sector growth, user trends, and competitive analysis of BMBL, MTCH and GRND.
Sports Betting
Sector growth, user trends, and competitive analysis of DKNG, FLUT and MGM.
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Uber vs Lyft: cross-app usage
Explore user data and insights on top apps in the ridesharing sector.
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Tom Grant
App Economy
Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
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App Economy
Social Media
A Data-Driven Look at the TikTok Ban
Tom Grant
April 26, 2024
App Economy
Commerce
Fintech
Travel
Idea Generation: Inflections in New Customer Growth Last Week
Tom Grant
April 19, 2024
Dating
Fintech
Games
Rideshare
Sports Betting
Top calls ahead of 1Q24 earnings
Tom Grant
April 12, 2024
App Economy
Dating
Fintech
Rideshare
Sports Betting
Travel
1Q24 earnings previews: LYFT/HOOD/SE positive standouts, MTCH/BKNG negative
Tom Grant
April 12, 2024
App Economy
Mobile macro: Travel apps still weak, Real estate/auto apps down sharply, QSR apps positive
Tom Grant
April 5, 2024
App Economy
Fintech
Social Media
Travel
First read on 1Q: strong user growth and accelerations in March
Tom Grant
March 29, 2024
App Economy
The Mobile Angle on AI
Tom Grant
March 22, 2024
App Economy
Mobile Macro: February 2024
Tom Grant
March 14, 2024
App Economy
Commerce
Games
Sea Limited app data paints a positive outlook for gaming and e-commerce platforms
Tom Grant
March 7, 2024
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Popular Posts
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
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