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Tom Grant
February 10, 2026
Ride Hailing & Food Delivery
CART
DASH
LYFT
UBER
DoorDash (DASH) Signals Strength Heading Into Q1
Tom Grant
February 10, 2026
QSR
CAVA
CAVA Group Mobile Data Shows Near-Term Softness After a Strong 2025
Tom Grant
February 10, 2026
Video Streaming
AMZN
CBS
CMCSA
DIS
FUBO
NFLX
ROKU
WBD
Comcast Downloads Up 21.8% WoW, Driven by the Olympics; However, Retention Clouds the Outlook
Alfredo Sanchez
February 10, 2026
Ride Hailing & Food Delivery
CART
Instacart Downloads Up 12.8% WoW
Alfredo Sanchez
February 10, 2026
QSR
CMG
Chipotle Mexican Grill Downloads Down 15.4% WoW
Tom Grant
February 7, 2026
Gaming
RBLX
Roblox Downloads Down 7.6% WoW
Alfredo Sanchez
February 7, 2026
Energy
ENPH
EVGO
Enphase Energy Downloads Down 23.4% WoW
Adam Blacker
February 3, 2026
Gen AI Chatbot
Anthropic
GOOGL
MSFT
OpenAI
xAI
Gen AI Chatbots: February 2026 Apptopia Data Brief
Adam Blacker
February 3, 2026
Sports Betting
DKNG
FLUT
HOOD
Kalshi
Predictions Market Briefing: Kalshi’s 3M+ Downloads in January Outpaces DraftKings and FanDuel’s Best Months
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