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Demographic and cross-app usage insights
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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.
Insights
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.
Data spotlight
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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Food & Dining
Investing
Mobile channel check on McDonald’s and Domino’s ahead of investor days
Tom Grant
December 7, 2023
Food & Dining
Investing
Breaking down the Instacart IPO
Tom Grant
September 20, 2023
Food & Dining
Investing
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 15, 2023
Investing
Sports Betting
Sports betting apps winning at NFL kickoff
Tom Grant
September 13, 2023
Fintech
Investing
SoFi builds momentum ahead of Student Loan payment restart
Tom Grant
September 7, 2023
Health and Fitness
Investing
Unpacking Peloton customer and competitive activity
Tom Grant
August 23, 2023
Fintech
Investing
Positive app signals for crypto
Tom Grant
August 16, 2023
Commerce
Investing
Consumers trade down according to app activity
Tom Grant
August 9, 2023
Investing
Social Media
Meta’s 2Q23 user engagement: Daily minutes on Instagram up 27% YoY
Tom Grant
August 1, 2023
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