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Earnings Previews
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Tom Grant
December 19, 2025
App Economy
Fintech
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – SOFI (+) / RBLX (-)
Tom Grant
December 10, 2025
App Economy
Dating
Social Media
Earnings Previews
Mobile channel check
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
October 29, 2025
App Economy
Earnings Previews
Mobile channel check
ChatGPT slowdown; maybe they should have deployed a Vibe Nano Banana?
Tom Grant
October 23, 2025
App Economy
Social Media
Earnings Previews
Mobile channel check
3Q25 Earnings Previews and 4Q early look! GRAB (+) / PINS (+)
Tom Grant
August 14, 2025
App Economy
Fintech
Social Media
Earnings Previews
Macro trends
Mobile channel check
HOOD / RBLX / RDDT – Reasons to be negative
Tom Grant
July 31, 2025
App Economy
Fintech
Earnings Previews
Macro trends
Mobile channel check
Robinhood – Trading and Crypto and Predictions, oh my!
Tom Grant
July 24, 2025
App Economy
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews (Round 2!) – PLNT (+) / SG (+) / COIN (hmm)
Tom Grant
July 17, 2025
App Economy
Fintech
Health and Fitness
Earnings Previews
Macro trends
Mobile channel check
2Q25 Earnings Previews – UBER (+) / MELI (+) / PTON (+) / WISE LN (+)
Tom Grant
May 29, 2025
App Economy
Fintech
Earnings Previews
Mid-Quarter Previews! DASH (+) / RELY (+) / COIN (-) / DPZ (-)
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