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Fintech
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Video Streaming
Tom Grant
January 16, 2026
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Earnings Previews are here – MTCH (+) / SOFI (+) / W (-)
Tom Grant
December 19, 2025
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)
Adam Blacker
October 27, 2025
Fintech
Finance Apps With The Most Gen Z MAUs
Tom Grant
September 12, 2025
App Economy
Competitive Intelligence
Fintech
Rideshare
Travel
Earnings Previews
Macro trends
Mobile channel check
3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)
Tom Grant
September 8, 2025
App Economy
Competitive Intelligence
Fintech
Macro trends
Mobile channel check
“Predicting” a good quarter for Robinhood (HOOD); weekly word of caution on Roblox (RBLX)
Tom Grant
August 14, 2025
App Economy
Fintech
Investing
Social Media
Earnings Previews
Macro trends
Mobile channel check
HOOD / RBLX / RDDT – Reasons to be negative
Tom Grant
July 31, 2025
App Economy
Fintech
Earnings Previews
Macro trends
Mobile channel check
Robinhood – Trading and Crypto and Predictions, oh my!
Tom Grant
July 24, 2025
App Economy
Fintech
Food & Dining
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)
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 (+)
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