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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
December 4, 2024
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App Economy
Commerce
Food & Dining
Rideshare
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
December 4, 2024
App Economy
Commerce
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
November 27, 2024
App Economy
Commerce
META – Forget AR and AI for a sec; there’s trouble at IG
Tom Grant
October 2, 2024
App Economy
Commerce
Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Tom Grant
September 2, 2024
App Economy
Sports Betting
Travel
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
App Economy
Sports Betting
Travel
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 29, 2024
App Economy
Dating
Fintech
Sports Betting
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
July 15, 2024
App Economy
Food & Dining
Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line
Tom Grant
July 1, 2024
App Economy
Dating
Entertainment
Fintech
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 24, 2024
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Popular Posts
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
META – Forget AR and AI for a sec; there’s trouble at IG
Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
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