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App Economy

Americans now spend 6.3 hours per day on their phones, up an hour from January 2023

Adam Blacker
February 11, 2026

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App EconomySocial Media

TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)

Tom Grant
January 15, 2025
App EconomyDatingSocial Media

SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!

Tom Grant
January 10, 2025
App EconomyDatingSocial Media

MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day

Tom Grant
December 18, 2024
App EconomyCommerceSocial Media

GOOGL / SNAP / RDDT – TikTok ban implications

Tom Grant
December 11, 2024
App EconomyCommerceFood & DiningRideshare

COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update

Tom Grant
December 4, 2024
App EconomyCommerce

COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update

Tom Grant
November 27, 2024
App EconomyCommerce

META – Forget AR and AI for a sec; there’s trouble at IG

Tom Grant
October 2, 2024
App EconomyCommerce

Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong

Tom Grant
September 2, 2024
App EconomySports BettingTravel

Mobile macro – Consumer trends weaker – entertainment, QSRs, financials all negative/slowing

Tom Grant
August 26, 2024

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Americans now spend 6.3 hours per day on their phones, up an hour from January 2023
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4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)