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Video Streaming
Tom Grant
January 15, 2025
App Economy
Social Media
Mobile channel check
TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)
Tom Grant
January 10, 2025
App Economy
Dating
Social Media
Mobile channel check
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
December 18, 2024
App Economy
Dating
Social Media
Mobile channel check
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 11, 2024
App Economy
Social Media
Mobile channel check
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
May 3, 2024
App Economy
Social Media
Digital transformation
Macro trends
Mobile channel check
Mobile macro: Travel apps bounce back, Social apps remain strong, and retail trends are mixed
Tom Grant
April 26, 2024
App Economy
Social Media
Digital transformation
Macro trends
Mobile channel check
A Data-Driven Look at the TikTok Ban
Tom Grant
March 29, 2024
App Economy
Fintech
Social Media
Digital transformation
Macro trends
Mobile channel check
First read on 1Q: strong user growth and accelerations in March
Tom Grant
February 7, 2024
App Economy
Social Media
Earnings Reviews
Mobile channel check
Mobile engagement is a leading indicator for advertising business health
Tom Grant
January 19, 2024
App Economy
Social Media
Earnings Previews
TikTok falls to Threads on the Most Downloaded Social Apps of the Year
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