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Video Streaming
Tom Grant
July 17, 2025
App Economy
Commerce
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Tom Grant
May 9, 2025
App Economy
Commerce
Lifestyle
Mobile channel check
Temu and SHEIN are doing better than you think
Tom Grant
December 11, 2024
App Economy
Commerce
Social Media
Mobile channel check
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
December 4, 2024
App Economy
Commerce
Food & Dining
Rideshare
Earnings Reviews
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
November 27, 2024
App Economy
Commerce
Digital transformation
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update
Tom Grant
October 2, 2024
App Economy
Commerce
Digital transformation
META – Forget AR and AI for a sec; there’s trouble at IG
Tom Grant
September 2, 2024
App Economy
Commerce
Digital transformation
Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Tom Grant
June 17, 2024
App Economy
Commerce
Travel
Digital transformation
Macro trends
Mobile channel check
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 7, 2024
App Economy
Commerce
Travel
Digital transformation
Macro trends
Mobile channel check
Mobile macro – Travel, retail and QSR downloads are strong in May
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