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Results for:
Travel
App Economy
Fintech
Food & Dining
Rideshare
Travel
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
Tom Grant
May 29, 2025
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App Economy
Fintech
Food & Dining
Rideshare
Travel
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
Tom Grant
May 29, 2025
App Economy
Fintech
Games
Rideshare
Travel
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
Tom Grant
April 25, 2025
App Economy
Commerce
Food & Dining
Rideshare
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
December 4, 2024
App Economy
Sports Betting
Travel
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
August 26, 2024
App Economy
Sports Betting
Travel
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 29, 2024
App Economy
Commerce
Travel
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 17, 2024
App Economy
Commerce
Travel
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
June 7, 2024
App Economy
Dating
Sports Betting
Travel
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
Tom Grant
May 17, 2024
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
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Popular Posts
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
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