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App EconomyDigital transformation

META – Forget AR and AI for a sec; there’s trouble at IG

App EconomyDigital transformation

Retail Roundup: Temu (PDD) slowdown stands out; BABA/AMZN strong

App EconomySports BettingDigital transformationEarnings PreviewsMacro trends

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

GrubHub app
App EconomySports BettingDigital transformationEarnings PreviewsMacro trends

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

Roblox app
App EconomyDatingFintechSports BettingDigital transformationEarnings PreviewsMacro trends

Mobile read ahead of 2Q earnings: PINS | COIN | RBLX | DUOL | MTCH | EXPE

food delivery apps
App EconomyDigital transformationMacro trendsMobile channel check

Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line

Robinhood app
App EconomyDatingEntertainmentFintechDigital transformationMacro trendsMobile channel check

3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH

travel apps
App EconomyDigital transformationMacro trendsMobile channel check

School ends and travel begins – ABNB/BKNG/EXPE

delta plane
App EconomyDigital transformationMacro trendsMobile channel check

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