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Macro trends
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App EconomyCompetitive IntelligenceTools & ProductivityMacro trendsMobile channel check

ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI

App EconomyLifestyleTools & ProductivityMacro trendsMobile channel check

GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus

AnnouncementApp EconomyCompany NewsCompetitive IntelligenceEntertainmentProduct NewsMacro trendsMobile channel check

SPOT (+) and KPI Forecasting with Maiden Century

App EconomyCompetitive IntelligenceEntertainmentSocial MediaEarnings PreviewsMacro trendsMobile channel check

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

App EconomyCompetitive IntelligenceFintechRideshareTravelEarnings PreviewsMacro trendsMobile channel check

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

App EconomyCompetitive IntelligenceFintechMacro trendsMobile channel check

“Predicting” a good quarter for Robinhood (HOOD); weekly word of caution on Roblox (RBLX)

App EconomyCompetitive IntelligenceLifestyleSports BettingMacro trendsMobile channel check

NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)

App EconomyCompetitive IntelligenceEducationInvestingLifestyleMacro trendsMobile channel check

Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact

App EconomyFintechInvestingSocial MediaEarnings PreviewsMacro trendsMobile channel check

HOOD / RBLX / RDDT – Reasons to be negative