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Fintech
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Sector growth, user trends, and competitive analysis of UBER, LYFT, DASH, CART and GRUB.
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Sector growth, user trends, and competitive analysis of META, SNAP, PINS and GOOGL.
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Dating
Sector growth, user trends, and competitive analysis of BMBL, MTCH and GRND.
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Uber vs Lyft: cross-app usage
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App Economy
Social Media
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
Tom Grant
January 22, 2025
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App Economy
Social Media
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
Tom Grant
January 22, 2025
App Economy
Social Media
TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)
Tom Grant
January 15, 2025
App Economy
Dating
Social Media
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
January 10, 2025
App Economy
Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
App Economy
Commerce
Social Media
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
December 11, 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
Fintech
Social Media
Travel
First read on 1Q: strong user growth and accelerations in March
Tom Grant
March 29, 2024
App Economy
Social Media
Mobile engagement is a leading indicator for advertising business health
Tom Grant
February 7, 2024
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Popular Posts
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
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