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App Economy
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Video Streaming
Adam Blacker
February 11, 2026
App Economy
Americans now spend 6.3 hours per day on their phones, up an hour from January 2023
Tom Grant
December 19, 2025
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)
Tom Grant
December 10, 2025
App Economy
Dating
Social Media
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
November 26, 2025
App Economy
Lifestyle
Macro trends
Mobile channel check
GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus
Tom Grant
October 29, 2025
App Economy
Earnings Previews
Mobile channel check
ChatGPT slowdown; maybe they should have deployed a Vibe Nano Banana?
Tom Grant
October 23, 2025
App Economy
Social Media
Earnings Previews
Mobile channel check
3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)
Tom Grant
October 10, 2025
App Economy
Entertainment
Macro trends
Mobile channel check
SPOT (+) and KPI Forecasting with Maiden Century
Tom Grant
August 27, 2025
App Economy
Lifestyle
Sports Betting
Macro trends
Mobile channel check
NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)
Tom Grant
August 22, 2025
App Economy
Education
Lifestyle
Macro trends
Mobile channel check
Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
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