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App Economy
Dating
Social Media
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
December 10, 2025
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App Economy
Social Media
Mobile engagement is a leading indicator for advertising business health
Tom Grant
February 7, 2024
App Economy
Entertainment
Amazon goes AVOD amid weakening mobile moat
Tom Grant
January 31, 2024
App Economy
Fintech
Rising crypto prices are impacting the 4Q results of Coinbase/Robinhood
Tom Grant
January 26, 2024
App Economy
Social Media
TikTok falls to Threads on the Most Downloaded Social Apps of the Year
Tom Grant
January 19, 2024
App Economy
The Most Downloaded Apps in the US in 2023
Anna Vermillion
January 12, 2024
Commerce
Temu’s impact on SHEIN has peaked and is now receding
Tom Grant
January 12, 2024
App Economy
Social Media
Pinterest mobile trends accelerating in 4Q, ahead of Consensus
Tom Grant
December 20, 2023
Food & Dining
Investing
Mobile channel check on McDonald’s and Domino’s ahead of investor days
Tom Grant
December 7, 2023
Food & Dining
Investing
Breaking down the Instacart IPO
Tom Grant
September 20, 2023
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