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App Economy
Dating
Social Media
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
December 10, 2025
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App Economy
Dating
Social Media
4Q25 Mid-Quarter Earnings Previews – MTCH (+) / PINS (+)
Tom Grant
December 10, 2025
Entertainment
Netflix’s Market Share Is Either 55% or 3.5%—The DOJ Has to Pick One
Adam Blacker
December 9, 2025
Uncategorized
Amazon’s Gen Z Problem: Mobile Data Shows Walmart Closing the Gap
Adam Blacker
December 8, 2025
Uncategorized
Black Friday 2025: Consumers Download More Apps But Spend Less Time Shopping
Adam Blacker
December 1, 2025
App Economy
Competitive Intelligence
Tools & Productivity
ChatGPT hits a soft patch: Using mobile data to identify inflection points in AI
Tom Grant
November 26, 2025
App Economy
Lifestyle
Tools & Productivity
GOOG – Gemini no longer second “banana”; YouTube tracking ahead of consensus
Tom Grant
November 26, 2025
App Economy
Social Media
Social media user trends – PINS should take a page out of SNAP’s book
Tom Grant
November 13, 2025
Food & Dining
Starbucks Churn Jumps 36% Among Power Users as Dutch Bros Surges—But Is It Really a Threat?
Adam Blacker
November 10, 2025
Tools & Productivity
Anthropic’s Hopes of Claude Being a Mass Consumer Product May Be Over
Adam Blacker
November 3, 2025
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