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App Economy
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4Q25 Earnings Previews are here – MTCH (+) / SOFI (+) / W (-)
Tom Grant
January 16, 2026
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App Economy
Fintech
Food & Dining
Rideshare
Travel
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
Tom Grant
May 29, 2025
App Economy
Fintech
Games
Rideshare
Travel
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
Tom Grant
April 25, 2025
App Economy
Dating
Fintech
Sports Betting
Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE
Tom Grant
July 15, 2024
App Economy
Dating
Entertainment
Fintech
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 24, 2024
App Economy
Fintech
Investing
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 24, 2024
App Economy
Commerce
Fintech
Travel
Idea Generation: Inflections in New Customer Growth Last Week
Tom Grant
April 19, 2024
Dating
Fintech
Games
Rideshare
Sports Betting
Top calls ahead of 1Q24 earnings
Tom Grant
April 12, 2024
App Economy
Dating
Fintech
Rideshare
Sports Betting
Travel
1Q24 earnings previews: LYFT/HOOD/SE positive standouts, MTCH/BKNG negative
Tom Grant
April 12, 2024
App Economy
Fintech
Social Media
Travel
First read on 1Q: strong user growth and accelerations in March
Tom Grant
March 29, 2024
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