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Tom Grant
November 26, 2025
App Economy
Competitive Intelligence
Tools & Productivity
Macro trends
Mobile channel check
ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI
Tom Grant
November 26, 2025
App Economy
Lifestyle
Tools & Productivity
Macro trends
Mobile channel check
GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus
Tom Grant
October 10, 2025
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Mobile channel check
SPOT (+) and KPI Forecasting with Maiden Century
Tom Grant
September 18, 2025
App Economy
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3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)
Tom Grant
September 12, 2025
App Economy
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3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)
Tom Grant
September 8, 2025
App Economy
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Mobile channel check
“Predicting” a good quarter for Robinhood (HOOD); weekly word of caution on Roblox (RBLX)
Tom Grant
August 27, 2025
App Economy
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Macro trends
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NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)
Tom Grant
August 22, 2025
App Economy
Competitive Intelligence
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Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
Tom Grant
August 14, 2025
App Economy
Fintech
Investing
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Earnings Previews
Macro trends
Mobile channel check
HOOD / RBLX / RDDT – Reasons to be negative
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