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Tom Grant
July 24, 2025
App Economy
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)
Tom Grant
July 17, 2025
App Economy
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Tom Grant
July 10, 2025
App Economy
News & Reference
Macro trends
Mobile channel check
NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen
Tom Grant
June 12, 2025
App Economy
News & Reference
Macro trends
Mobile channel check
AI Apps: ChatGPT is the King, Gemini…is not
Tom Grant
May 29, 2025
App Economy
Fintech
Earnings Previews
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
Tom Grant
May 21, 2025
App Economy
Social Media
Mobile channel check
Is Reddit really feeling the pinch from Google Search?
Tom Grant
May 9, 2025
App Economy
Lifestyle
Mobile channel check
Temu and SHEIN are doing better than you think
Tom Grant
April 25, 2025
App Economy
Fintech
Earnings Previews
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
Tom Grant
February 12, 2025
News & Reference
Digital transformation
Apptopia Acquires Leading U.S. Mobile Consumer Panel, Strengthening the Depth and Accuracy of Its Investor-Focused Data Products
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