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Travel

Booking Holdings’ Download Spike Masks a Retention Problem

App EconomyCompetitive IntelligenceFintechRideshareTravelEarnings PreviewsMacro trendsMobile channel check

3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)

App EconomyFintechFood & DiningRideshareTravelEarnings Previews

Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)

App EconomyFintechRideshareTravelEarnings Previews

1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)

App EconomySports BettingTravelDigital transformationEarnings PreviewsMacro trends

Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing

GrubHub app
App EconomySports BettingTravelDigital transformationEarnings PreviewsMacro trends

Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows

travel apps
App EconomyCommerceTravelDigital transformationMacro trendsMobile channel check

School ends and travel begins – ABNB/BKNG/EXPE

delta plane
App EconomyCommerceTravelDigital transformationMacro trendsMobile channel check

Mobile macro –  Travel, retail and QSR downloads are strong in May

Expedia app
App EconomyDatingSports BettingTravelDigital transformationMacro trendsMobile channel check

Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA