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App EconomyCompetitive IntelligenceFintechRideshareTravel

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

Tom Grant
September 12, 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
DatingFintechGamesRideshareSports Betting

Top calls ahead of 1Q24 earnings

Tom Grant
April 12, 2024
App EconomyDatingFintechRideshareSports BettingTravel

1Q24 earnings previews: LYFT/HOOD/SE positive standouts, MTCH/BKNG negative 

Tom Grant
April 12, 2024
App EconomyFintechSocial MediaTravel

First read on 1Q: strong user growth and accelerations in March

Tom Grant
March 29, 2024
InvestingTravel

Airbnb is the OTA outlier in 2Q23

Tom Grant
July 28, 2023
Travel

Travel industry could have a disappointing Q2, but BKNG’s Agoda is bucking the trend

Adam Blacker
May 24, 2023
Travel

Playing Offense v. Defense with Search Ads

Tara Kirkpatrick
February 10, 2023
App EconomyCommerceDatingEducationEntertainmentFintechFood & DiningGamesHealth and FitnessSocial MediaTravel

Worldwide and US Download Leaders 2022

Adam Blacker
January 4, 2023

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