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Tom Grant
April 25, 2025
App Economy
Fintech
Earnings Previews
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
Tom Grant
August 26, 2024
App Economy
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
July 29, 2024
App Economy
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 15, 2024
App Economy
Dating
Fintech
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
April 12, 2024
Dating
Fintech
Sports Betting
Earnings Previews
Top calls ahead of 1Q24 earnings
Tom Grant
January 19, 2024
App Economy
Social Media
Earnings Previews
TikTok falls to Threads on the Most Downloaded Social Apps of the Year
Tom Grant
December 20, 2023
App Economy
Social Media
Earnings Previews
Mobile channel check
Pinterest mobile trends accelerating in 4Q, ahead of Consensus
Tom Grant
July 28, 2023
Earnings Previews
Macro trends
OTAs
Airbnb is the OTA outlier in 2Q23
Tom Grant
July 19, 2023
Dating
Earnings Previews
Dating apps’ hot summer was last summer
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