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App Economy
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App EconomySocial MediaMobile channel check

TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)

App EconomyDatingSocial MediaMobile channel check

SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!

App EconomyDatingSocial MediaMobile channel check

MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day

App EconomyCommerceSocial MediaMobile channel check

GOOGL / SNAP / RDDT – TikTok ban implications

App EconomyCommerceFood & DiningRideshareEarnings Reviews

COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update

App EconomyCommerceDigital transformation

COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update

App EconomyCommerceDigital transformation

META – Forget AR and AI for a sec; there’s trouble at IG

App EconomyCommerceDigital transformation

Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong

App EconomySports BettingTravelDigital transformationEarnings PreviewsMacro trends

Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing