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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
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
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Popular Posts
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
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
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