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Tom Grant
January 10, 2025
App Economy
Dating
Social Media
Mobile channel check
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
December 18, 2024
App Economy
Dating
Social Media
Mobile channel check
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 11, 2024
App Economy
Social Media
Mobile channel check
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
July 1, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
Food delivery roundup: Grubhub turnaround?, Doordash & Instacart tracking in-line
Tom Grant
June 24, 2024
App Economy
Dating
Entertainment
Fintech
Digital transformation
Macro trends
Mobile channel check
3 mobile apps tracking outside consensus : HOOD | SPOT | MTCH
Tom Grant
June 17, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
School ends and travel begins – ABNB/BKNG/EXPE
Tom Grant
June 7, 2024
App Economy
Digital transformation
Macro trends
Mobile channel check
Mobile macro – Travel, retail and QSR downloads are strong in May
Tom Grant
May 24, 2024
App Economy
Fintech
Digital transformation
Macro trends
Mobile channel check
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 17, 2024
App Economy
Dating
Sports Betting
Digital transformation
Macro trends
Mobile channel check
Mobile apps outperforming in 2Q: LYFT | DKNG | MTCH | EXPE | BABA
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