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App EconomyFintechSocial MediaEarnings PreviewsMacro trendsMobile channel check

HOOD / RBLX / RDDT – Reasons to be negative

App EconomySocial MediaMobile channel check

Is Reddit really feeling the pinch from Google Search?

App EconomySocial MediaMobile channel check

4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)

App EconomySocial MediaMobile channel check

TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)

App EconomyDatingSocial MediaMobile channel check

SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!

App EconomyDatingSocial MediaMobile channel check

MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day

App EconomySocial MediaMobile channel check

GOOGL / SNAP / RDDT – TikTok ban implications

Dave and Busters exterior
App EconomySocial MediaDigital transformationMacro trendsMobile channel check

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

TikTok sign on building
App EconomySocial MediaDigital transformationMacro trendsMobile channel check

A Data-Driven Look at the TikTok Ban