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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 EconomyCommerceSocial MediaTravel

Mobile macro: Travel apps bounce back, Social apps remain strong, and retail trends are mixed

Tom Grant
May 3, 2024
App EconomyCommerceFintechTravel

Idea Generation: Inflections in New Customer Growth Last Week

Tom Grant
April 19, 2024
App EconomyCommerceGames

Sea Limited app data paints a positive outlook for gaming and e-commerce platforms

Tom Grant
March 7, 2024
Commerce

Temu’s impact on SHEIN has peaked and is now receding

Tom Grant
January 12, 2024
CommerceInvesting

Consumers trade down according to app activity

Tom Grant
August 9, 2023
Commerce

Temu hits 50 million installs, but does it matter?

Adam Blacker
March 16, 2023
Commerce

Growth plateau? How Sephora grew like Temu – without the million dollar budget

Tara Kirkpatrick
March 13, 2023
App EconomyCommerceDatingEducationEntertainmentFintechFood & DiningGamesHealth and FitnessSocial MediaTravel

Worldwide and US Download Leaders 2022

Adam Blacker
January 4, 2023
App EconomyCommerceDatingEducationEntertainmentFintechFood & DiningGamesHealth and FitnessSocial MediaTravel

Worldwide and US Download Leaders 2021

Adam Blacker
December 27, 2022

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