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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
November 27, 2024
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App Economy
Commerce
Travel
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
June 7, 2024
App Economy
Fintech
Investing
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 24, 2024
App Economy
Dating
Sports Betting
Travel
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
Tom Grant
May 17, 2024
App Economy
Entertainment
Max users stand to gain from new proposed bundle with DIS apps
Tom Grant
May 10, 2024
App Economy
Commerce
Social Media
Travel
Mobile macro: Travel apps bounce back, Social apps remain strong, and retail trends are mixed
Tom Grant
May 3, 2024
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
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
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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
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Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
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