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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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Food & Dining
Investing
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 15, 2023
Investing
Sports Betting
Sports betting apps winning at NFL kickoff
Tom Grant
September 13, 2023
Fintech
Investing
SoFi builds momentum ahead of Student Loan payment restart
Tom Grant
September 7, 2023
Health and Fitness
Investing
Unpacking Peloton customer and competitive activity
Tom Grant
August 23, 2023
Investing
Lifestyle
Summer Retail Recap: Prime Day and competitive sales stimulate ecommerce
Anna Vermillion
August 18, 2023
Fintech
Investing
Positive app signals for crypto
Tom Grant
August 16, 2023
Commerce
Investing
Consumers trade down according to app activity
Tom Grant
August 9, 2023
Investing
Social Media
Meta’s 2Q23 user engagement: Daily minutes on Instagram up 27% YoY
Tom Grant
August 1, 2023
Investing
Travel
Airbnb is the OTA outlier in 2Q23
Tom Grant
July 28, 2023
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