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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 (+)

App EconomySocial MediaEarnings PreviewsMobile channel check

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

App EconomyFood & DiningSocial MediaEarnings PreviewsMobile channel check

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

App EconomyCompetitive IntelligenceEntertainmentSocial MediaEarnings PreviewsMacro trendsMobile channel check

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

App EconomyFintechInvestingSocial 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 (-)

App EconomySocial MediaMobile channel check

TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)