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Fintech
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Dating
Sector growth, user trends, and competitive analysis of BMBL, MTCH and GRND.
Sports Betting
Sector growth, user trends, and competitive analysis of DKNG, FLUT and MGM.
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Uber vs Lyft: cross-app usage
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Sports Betting
Travel
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
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Entertainment
Sports Betting
U.S. Sportsbook MAUs Climb to All-Time High
Adam Blacker
January 6, 2022
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Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
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Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
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