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NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen
Tom Grant
July 10, 2025
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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
Dating
Fintech
Games
Rideshare
Sports Betting
Top calls ahead of 1Q24 earnings
Tom Grant
April 12, 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
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