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Video Streaming
Adam Blacker
March 13, 2026
Video Streaming
CMCSA
After the Torch Goes Out: Did Peacock Retain Its Olympic Viewers?
Alfredo Sanchez
March 11, 2026
Video Streaming
CMCSA
Comcast Downloads Down 7.2% WoW
Adam Blacker
March 10, 2026
QSR
CMG
MCD
QSR
WEN
YUM
McDonald’s Is America’s Plan A and Plan B Quick-Service Restaurant
Adam Blacker
March 10, 2026
Video Streaming
CMCSA
DIS
NFLX
WBD
Investor Note: Mid-Q1 2026 Look at Potential and Peril for Streamers NFLX, WBD, CMCSA, DIS
Tom Grant
March 10, 2026
Lifestyle
CSGP
CoStar is Adding Users Fast, and it’s Not Just Due to Super Bowl Ads.
Tom Grant
March 10, 2026
Entertainment
DIS
Disney’s Mobile Growth Comes With a Retention Warning
Adam Blacker
March 6, 2026
Gen AI Chatbot
Anthropic
GOOGL
MSFT
OpenAI
xAI
Gen AI Chatbots: March 2026 Apptopia Data Brief, Claude Gets Traction
Tom Grant
March 3, 2026
QSR
CMG
Chipotle’s Engagement is Strong, But Churn is the Wild Card
Tom Grant
March 3, 2026
Online Travel Agencies
BKNG
Booking Holdings’ Download Spike Masks a Retention Problem
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