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Video Streaming
Tom Grant
August 22, 2025
App Economy
Competitive Intelligence
Education
Investing
Lifestyle
Macro trends
Mobile channel check
Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
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
May 24, 2024
App Economy
Fintech
Investing
Digital transformation
Macro trends
Mobile channel check
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
December 7, 2023
Food & Dining
Investing
Digital transformation
Mobile channel check
QSR
Mobile channel check on McDonald’s and Domino’s ahead of investor days
Tom Grant
September 20, 2023
Food & Dining
Investing
IPO Primers
Breaking down the Instacart IPO
Tom Grant
September 15, 2023
Food & Dining
Investing
IPO Primers
Mobile channel check
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 13, 2023
Investing
Sports Betting
Mobile channel check
Sports betting apps winning at NFL kickoff
Tom Grant
September 7, 2023
Fintech
Investing
Macro trends
Mobile channel check
SoFi builds momentum ahead of Student Loan payment restart
Tom Grant
August 23, 2023
Health and Fitness
Investing
Mobile channel check
Unpacking Peloton customer and competitive activity
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