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Fintech
Sector growth, user trends, and competitive analysis of AFRM, SQ, COIN, PYPL and HOOD,
Ridesharing & Food Delivery
Sector growth, user trends, and competitive analysis of UBER, LYFT, DASH, CART and GRUB.
Social Media
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.
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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App Economy
Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
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App Economy
Dating
Fintech
Sports Betting
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
July 15, 2024
App Economy
Food & Dining
Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line
Tom Grant
July 1, 2024
App Economy
Dating
Entertainment
Fintech
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 24, 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
Fintech
Investing
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 24, 2024
App Economy
Dating
Sports Betting
Travel
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
Tom Grant
May 17, 2024
App Economy
Entertainment
Max users stand to gain from new proposed bundle with DIS apps
Tom Grant
May 10, 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
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