Insights Archive - Page 5 of 35

4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)

Netflix’s Market Share Is Either 55% or 3.5%—The DOJ Has to Pick One

Amazon’s Gen Z Problem: Mobile Data Shows Walmart Closing the Gap

Black Friday 2025: Consumers Download More Apps But Spend Less Time Shopping

ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI

GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus

Social media user trends – PINS should take a page out of SNAP’s book

Starbucks Churn Jumps 36% Among Power Users as Dutch Bros Surges—But Is It Really a Threat?

Netflix’s Market Share Is Either 55% or 3.5%—The DOJ Has to Pick One

Amazon’s Gen Z Problem: Mobile Data Shows Walmart Closing the Gap

Black Friday 2025: Consumers Download More Apps But Spend Less Time Shopping

ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI

GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus

Starbucks Churn Jumps 36% Among Power Users as Dutch Bros Surges—But Is It Really a Threat?

Anthropic’s Hopes of Claude Being a Mass Consumer Product May Be Over