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Macro trends
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App EconomyFintechEarnings PreviewsMacro trendsMobile channel check

Robinhood – Trading and Crypto and Predictions, oh my!

App EconomyFintechFood & DiningHealth and FitnessEarnings PreviewsMacro trendsMobile channel check

2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)

App EconomyCommerceFintechHealth and FitnessEarnings PreviewsMacro trendsMobile channel check

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)

App EconomyNews & ReferenceTools & ProductivityMacro trendsMobile channel check

NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen

App EconomyNews & ReferenceTools & ProductivityMacro trendsMobile channel check

AI Apps: ChatGPT is the King, Gemini…is not

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

Roblox app
App EconomyDatingFintechSports BettingDigital transformationEarnings PreviewsMacro trends

Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE

food delivery apps
App EconomyFood & DiningDigital transformationMacro trendsMobile channel check

Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line