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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.
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Uber vs Lyft: cross-app usage
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Mobile channel check
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
Temu takes a dip in February; pressure on Amazon cools
Tom Grant
February 22, 2024
App Economy
Sports Betting
Competitive dynamics between Online Sportsbooks on Super Bowl Sunday
Tom Grant
February 15, 2024
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
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
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 15, 2023
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