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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
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
App Economy
Food & Dining
Instacart improves frequency of use, but time spent per average user lags peers
Tom Grant
February 29, 2024
App Economy
Temu takes a dip in February; pressure on Amazon cools
Tom Grant
February 22, 2024
App Economy
Sports Betting
Competitive dynamics between Online Sportsbooks on Super Bowl Sunday
Tom Grant
February 15, 2024
App Economy
Social Media
Mobile engagement is a leading indicator for advertising business health
Tom Grant
February 7, 2024
App Economy
Entertainment
Amazon goes AVOD amid weakening mobile moat
Tom Grant
January 31, 2024
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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
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