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Fintech
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Tom Grant
July 24, 2025
App Economy
Fintech
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
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Tom Grant
May 29, 2025
App Economy
Fintech
Earnings Previews
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
Tom Grant
April 25, 2025
App Economy
Fintech
Earnings Previews
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
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 24, 2024
App Economy
Fintech
Digital transformation
Macro trends
Mobile channel check
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
April 19, 2024
App Economy
Fintech
Digital transformation
Macro trends
Mobile channel check
Idea Generation: Inflections in New Customer Growth Last Week
Tom Grant
April 12, 2024
Dating
Fintech
Sports Betting
Earnings Previews
Top calls ahead of 1Q24 earnings
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