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Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
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App Economy
Sports Betting
Travel
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
App Economy
Sports Betting
Travel
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 29, 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
Dating
Sports Betting
Travel
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
Tom Grant
May 17, 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
Dating
Fintech
Games
Rideshare
Sports Betting
Top calls ahead of 1Q24 earnings
Tom Grant
April 12, 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
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Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
School ends and travel begins – ABNB/BKNG/EXPE
Mobile macro – Travel, retail and QSR downloads are strong in May
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