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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
Commerce
Travel
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 17, 2024
App Economy
Commerce
Travel
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
June 7, 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
Commerce
Fintech
Travel
Idea Generation: Inflections in New Customer Growth Last Week
Tom Grant
April 19, 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
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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