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App EconomyCompetitive IntelligenceFintechRideshareTravel

3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)

Tom Grant
September 12, 2025

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App EconomyCompetitive IntelligenceFintechRideshareTravel

3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)

Tom Grant
September 12, 2025
App EconomyFintechFood & DiningRideshareTravel

Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)

Tom Grant
May 29, 2025
App EconomyFintechGamesRideshareTravel

1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)

Tom Grant
April 25, 2025
App EconomyCommerceFood & DiningRideshare

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

Tom Grant
December 4, 2024
App EconomySports BettingTravel

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

Tom Grant
August 26, 2024
App EconomySports BettingTravel

Mobile macro – gig apps jump, sportsbooks growth recent highs, travel slows

Tom Grant
July 29, 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
App EconomyDatingSports BettingTravel

Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA

Tom Grant
May 17, 2024

Popular Posts

3Q25 Earnings Previews: UBER (+) / PYPL (+) / LYFT (-)
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
1Q25 Earnings Previews – COIN (+) / EXPE (+) / RBLX (+) / UBER (+) / SE (-)
COIN / DKNG / DUOL / SOFI / SQ – Earnings Review and Mid-Quarter Update