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Tom Grant
September 2, 2024
App Economy
Digital transformation
Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong
Tom Grant
August 26, 2024
App Economy
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing
Tom Grant
July 29, 2024
App Economy
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows
Tom Grant
July 15, 2024
App Economy
Dating
Fintech
Sports Betting
Digital transformation
Earnings Previews
Macro trends
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
July 1, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line
Tom Grant
June 24, 2024
App Economy
Dating
Entertainment
Fintech
Digital transformation
Macro trends
Mobile channel check
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 17, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 7, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
May 24, 2024
App Economy
Fintech
Digital transformation
Macro trends
Mobile channel check
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
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