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Video Streaming
Adam Blacker
February 18, 2026
Video Streaming
CMCSA
Older Americans Are Watching 90 Minutes of Olympics a Day on Their Phones
Adam Blacker
February 11, 2026
App Economy
Americans now spend 6.3 hours per day on their phones, up an hour from January 2023
Adam Blacker
February 10, 2026
Sports Betting
DKNG
FLUT
HOOD
Kalshi
Investor Note: Apptopia Data Shows Kalshi’s Impact on DKNG, FLUT, and the Online Sports Betting Market
Tom Grant
February 10, 2026
Ride Hailing & Food Delivery
CART
DASH
LYFT
UBER
DoorDash (DASH) Signals Strength Heading Into Q1
Tom Grant
February 10, 2026
QSR
CAVA
CAVA Group Mobile Data Shows Near-Term Softness After a Strong 2025
Tom Grant
February 10, 2026
Video Streaming
AMZN
CBS
CMCSA
DIS
FUBO
NFLX
ROKU
WBD
Comcast Downloads Up 21.8% WoW, Driven by the Olympics; However, Retention Clouds the Outlook
Alfredo Sanchez
February 10, 2026
Ride Hailing & Food Delivery
CART
Instacart Downloads Up 12.8% WoW
Alfredo Sanchez
February 10, 2026
QSR
CMG
Chipotle Mexican Grill Downloads Down 15.4% WoW
Tom Grant
February 7, 2026
Gaming
RBLX
Roblox Downloads Down 7.6% WoW
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