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App EconomySocial MediaEarnings Previews

TikTok falls to Threads on the Most Downloaded Social Apps of the Year

App Economy

The Most Downloaded Apps in the US in 2023

Mobile channel check

Temu’s impact on SHEIN has peaked and is now receding

App EconomySocial MediaEarnings PreviewsMobile channel check

Pinterest mobile trends accelerating in 4Q, ahead of Consensus

Digital transformationMobile channel checkQSR

Mobile channel check on McDonald’s and Domino’s ahead of investor days

IPO Primers

Breaking down the Instacart IPO

IPO PrimersMobile channel check

Instacart’s Highest-Value Customer is the Female Shopper

Sports BettingMobile channel check

Sports betting apps winning at NFL kickoff

FintechMacro trendsMobile channel check

SoFi builds momentum ahead of Student Loan payment restart