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Results for: App Economy

App EconomyCompetitive IntelligenceTools & Productivity

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

Tom Grant
November 26, 2025

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App EconomyCompetitive IntelligenceFintechGames

“Predicting” a good quarter for Robinhood (HOOD); weekly word of caution on Roblox (RBLX)

Tom Grant
September 8, 2025
App EconomyCompetitive IntelligenceGamesLifestyleSports Betting

NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)

Tom Grant
August 27, 2025
App EconomyCompetitive IntelligenceEducationInvestingLifestyle

Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact

Tom Grant
August 22, 2025
App EconomyFintechGamesInvestingSocial Media

HOOD / RBLX / RDDT – Reasons to be negative

Tom Grant
August 14, 2025
App EconomyFintech

Robinhood – Trading and Crypto and Predictions, oh my!

Tom Grant
July 31, 2025
App EconomyFintechFood & DiningHealth and Fitness

2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)

Tom Grant
July 24, 2025
App EconomyCommerceFintechHealth and Fitness

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)

Tom Grant
July 17, 2025
App EconomyNews & ReferenceTools & Productivity

NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen

Tom Grant
July 10, 2025
App EconomyNews & ReferenceTools & Productivity

AI Apps: ChatGPT is the King, Gemini…is not

Tom Grant
June 12, 2025

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