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Fintech
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Ridesharing & Food Delivery
Sector growth, user trends, and competitive analysis of UBER, LYFT, DASH, CART and GRUB.
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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.
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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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
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
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