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App Economy
Competitive Intelligence
Tools & Productivity
ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI
Tom Grant
November 26, 2025
App Economy
Lifestyle
Tools & Productivity
GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus
Tom Grant
November 26, 2025
Announcement
App Economy
Company News
Competitive Intelligence
Entertainment
Product News
SPOT (+) and KPI Forecasting with Maiden Century
Tom Grant
October 10, 2025
App Economy
Competitive Intelligence
Entertainment
Social Media
3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)
Tom Grant
September 18, 2025
App Economy
Competitive Intelligence
Fintech
Rideshare
Travel
3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)
Tom Grant
September 12, 2025
App Economy
Competitive Intelligence
Fintech
Games
“Predicting” a good quarter for Robinhood (HOOD); weekly word of caution on Roblox (RBLX)
Tom Grant
September 8, 2025
App Economy
Competitive Intelligence
Games
Lifestyle
Sports Betting
NFL kicks off soon and DraftKings (DKNG) is tracking ahead of consensus; also, a word of caution on Roblox (RBLX)
Tom Grant
August 27, 2025
App Economy
Competitive Intelligence
Education
Investing
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Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
Tom Grant
August 22, 2025
App Economy
Fintech
Games
Investing
Social Media
HOOD / RBLX / RDDT – Reasons to be negative
Tom Grant
August 14, 2025
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