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App EconomyCommerceFintechHealth and Fitness

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)

Tom Grant
July 17, 2025

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App EconomyCommerceFintechHealth and Fitness

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)

Tom Grant
July 17, 2025
App EconomyCommerceLifestyle

Temu and SHEIN are doing better than you think

Tom Grant
May 9, 2025
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 EconomyCommerceTravel

School ends and travel begins – ABNB/BKNG/EXPE

Tom Grant
June 17, 2024
App EconomyCommerceTravel

Mobile macro –  Travel, retail and QSR downloads are strong in May

Tom Grant
June 7, 2024

Popular Posts

2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Temu and SHEIN are doing better than you think
GOOGL / SNAP / RDDT – TikTok ban implications
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update