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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 EconomySocial MediaMobile channel check

Is Reddit really feeling the pinch from Google Search?

App EconomyCommerceLifestyleMobile channel check

Temu and SHEIN are doing better than you think

App EconomySocial MediaMobile channel check

4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)

App EconomySocial MediaMobile channel check

TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)

App EconomyDatingSocial MediaMobile channel check

SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!

App EconomyDatingSocial MediaMobile channel check

MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day