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Dating
Sector growth, user trends, and competitive analysis of BMBL, MTCH and GRND.
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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
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
Social Media
A Data-Driven Look at the TikTok Ban
Tom Grant
April 26, 2024
App Economy
Commerce
Fintech
Travel
Idea Generation: Inflections in New Customer Growth Last Week
Tom Grant
April 19, 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
App Economy
Mobile macro: Travel apps still weak, Real estate/auto apps down sharply, QSR apps positive
Tom Grant
April 5, 2024
App Economy
Fintech
Social Media
Travel
First read on 1Q: strong user growth and accelerations in March
Tom Grant
March 29, 2024
App Economy
The Mobile Angle on AI
Tom Grant
March 22, 2024
App Economy
Mobile Macro: February 2024
Tom Grant
March 14, 2024
App Economy
Food & Dining
Instacart improves frequency of use, but time spent per average user lags peers
Tom Grant
February 29, 2024
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Popular Posts
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COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
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