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App Economy
Competitive Intelligence
Fintech
Rideshare
Travel
3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)
Tom Grant
September 12, 2025
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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
Lifestyle
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
App Economy
Fintech
Robinhood – Trading and Crypto and Predictions, oh my!
Tom Grant
July 31, 2025
App Economy
Fintech
Food & Dining
Health and Fitness
2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)
Tom Grant
July 24, 2025
App Economy
Commerce
Fintech
Health and Fitness
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Tom Grant
July 17, 2025
App Economy
News & Reference
Tools & Productivity
NFLX (-) / MSFT (-) – Character.AI and ChatGPT are taking share of screen
Tom Grant
July 10, 2025
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