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Video Streaming
Tom Grant
March 24, 2026
Dating
BMBL
Bumble Downloads Slip WoW but Hold Gains on Longer Timeframes
Tom Grant
January 16, 2026
Dating
Fintech
Retail / Ecomm
MTCH
SOFI
W
4Q25 Earnings Previews are here – MTCH (+) / SOFI (+) / W (-)
Tom Grant
December 10, 2025
App Economy
Dating
Social Media
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
January 10, 2025
App Economy
Dating
Social Media
Mobile channel check
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
December 18, 2024
App Economy
Dating
Social Media
Mobile channel check
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
July 15, 2024
App Economy
Dating
Fintech
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
June 24, 2024
App Economy
Dating
Entertainment
Fintech
Digital transformation
Macro trends
Mobile channel check
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
May 17, 2024
App Economy
Dating
Sports Betting
Digital transformation
Macro trends
Mobile channel check
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
Tom Grant
April 12, 2024
Dating
Fintech
Sports Betting
Earnings Previews
Top calls ahead of 1Q24 earnings
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