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Tom Grant
January 16, 2026
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Earnings Previews are here – MTCH (+) / SOFI (+) / W (-)
Tom Grant
December 19, 2025
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)
Tom Grant
December 10, 2025
App Economy
Dating
Social Media
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
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
November 13, 2025
App Economy
Social Media
Earnings Previews
Mobile channel check
Social media user trends – PINS should take a page out of SNAP’s book
Tom Grant
October 29, 2025
App Economy
Competitive Intelligence
Tools & Productivity
Earnings Previews
Mobile channel check
ChatGPT slowdown; maybe they should have deployed a Vibe Nano Banana?
Tom Grant
October 23, 2025
App Economy
Food & Dining
Social Media
Earnings Previews
Mobile channel check
3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)
Tom Grant
October 17, 2025
App Economy
Entertainment
Food & Dining
Earnings Previews
Mobile channel check
3Q25 Earnings Previews with a new twist! NFLX (+) / FLUT (+) / BROS (+)
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