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Social MediaMETASNAPTikTok

Top Social Media Platforms Grew 1Q26 Engagement. Snapchat Didn’t.

Social MediaTikTok

TikTok DAU Growth Has Fallen, Churned Users Are Not Going to Competitors

App EconomyDatingSocial MediaEarnings PreviewsMobile channel check

4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)

Social MediaMETAPINSSNAPTikTok

Social media user trends – PINS should take a page out of SNAP’s book

App EconomySocial MediaEarnings PreviewsMobile channel check

3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)

Music StreamingSocial MediaVideo StreamingMETANFLXSPOT

3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)

App EconomyFintechSocial MediaEarnings PreviewsMacro trendsMobile channel check

HOOD / RBLX / RDDT – Reasons to be negative

App EconomySocial MediaMobile channel check

Is Reddit really feeling the pinch from Google Search?

App EconomySocial MediaMobile channel check

4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)