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Video Streaming
Tom Grant
April 12, 2024
App Economy
Dating
Fintech
Rideshare
Sports Betting
Travel
Digital transformation
Macro trends
Mobile channel check
1Q24 earnings previews: LYFT/HOOD/SE positive standouts, MTCH/BKNG negative
Tom Grant
April 5, 2024
App Economy
Macro trends
Mobile channel check
QSR
Mobile macro: Travel apps still weak, Real estate/auto apps down sharply, QSR apps positive
Tom Grant
March 29, 2024
App Economy
Fintech
Social Media
Travel
Digital transformation
Macro trends
Mobile channel check
First read on 1Q: strong user growth and accelerations in March
Tom Grant
March 22, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
The Mobile Angle on AI
Tom Grant
March 14, 2024
App Economy
Macro trends
Mobile channel check
Mobile Macro: February 2024
Tom Grant
January 26, 2024
App Economy
Fintech
Macro trends
Mobile channel check
Rising crypto prices are impacting the 4Q results of Coinbase/Robinhood
Tom Grant
September 7, 2023
Fintech
Investing
Macro trends
Mobile channel check
SoFi builds momentum ahead of Student Loan payment restart
Tom Grant
August 16, 2023
Fintech
Investing
Macro trends
Mobile channel check
Positive app signals for crypto
Tom Grant
August 9, 2023
Commerce
Investing
Macro trends
Mobile channel check
Consumers trade down according to app activity
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