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Results for: App Economy

App EconomyFintechGames

4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)

Tom Grant
December 19, 2025

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App EconomyCommerceFintechTravel

Idea Generation: Inflections in New Customer Growth Last Week

Tom Grant
April 19, 2024
App EconomyDatingFintechRideshareSports BettingTravel

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 EconomyFintechSocial MediaTravel

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
App EconomyCommerceGames

Sea Limited app data paints a positive outlook for gaming and e-commerce platforms

Tom Grant
March 7, 2024
App EconomyFood & Dining

Instacart improves frequency of use, but time spent per average user lags peers

Tom Grant
February 29, 2024
App Economy

Temu takes a dip in February; pressure on Amazon cools

Tom Grant
February 22, 2024

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