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Video Streaming
Tom Grant
February 15, 2024
App Economy
Sports Betting
Digital transformation
Mobile channel check
Competitive dynamics between Online Sportsbooks on Super Bowl Sunday
Tom Grant
February 7, 2024
App Economy
Social Media
Earnings Reviews
Mobile channel check
Mobile engagement is a leading indicator for advertising business health
Tom Grant
January 31, 2024
App Economy
Entertainment
Digital transformation
Mobile channel check
Amazon goes AVOD amid weakening mobile moat
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
January 12, 2024
Commerce
Mobile channel check
Temu’s impact on SHEIN has peaked and is now receding
Tom Grant
December 20, 2023
App Economy
Social Media
Earnings Previews
Mobile channel check
Pinterest mobile trends accelerating in 4Q, ahead of Consensus
Tom Grant
December 7, 2023
Food & Dining
Investing
Digital transformation
Mobile channel check
QSR
Mobile channel check on McDonald’s and Domino’s ahead of investor days
Tom Grant
September 15, 2023
Food & Dining
Investing
IPO Primers
Mobile channel check
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 13, 2023
Investing
Sports Betting
Mobile channel check
Sports betting apps winning at NFL kickoff
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