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3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)
Tom Grant
September 18, 2025
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App Economy
Competitive Intelligence
Entertainment
Social Media
3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)
Tom Grant
September 18, 2025
App Economy
Fintech
Games
Investing
Social Media
HOOD / RBLX / RDDT – Reasons to be negative
Tom Grant
August 14, 2025
App Economy
Social Media
Is Reddit really feeling the pinch from Google Search?
Tom Grant
May 21, 2025
App Economy
Social Media
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
Tom Grant
January 22, 2025
App Economy
Social Media
TikTok Ban (but for real this time) – META (+) / GOOGL (+) / SNAP (+)
Tom Grant
January 15, 2025
App Economy
Dating
Social Media
SQ (-) / COIN (+/-) / HOOD (+) / RELY (+/-) – 4Q Reviews Begin!
Tom Grant
January 10, 2025
App Economy
Dating
Social Media
MTCH / BMBL / GRND – Dating Mid-Quarter Update and MTCH Investor Day
Tom Grant
December 18, 2024
App Economy
Commerce
Social Media
GOOGL / SNAP / RDDT – TikTok ban implications
Tom Grant
December 11, 2024
App Economy
Commerce
Social Media
Travel
Mobile macro: Travel apps bounce back, Social apps remain strong, and retail trends are mixed
Tom Grant
May 3, 2024
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Popular Posts
3Q25 Mid-Quarter Previews (Large Cap Edition): NFLX (+) / SPOT (+) / META (+)
HOOD / RBLX / RDDT – Reasons to be negative
Is Reddit really feeling the pinch from Google Search?
4Q Earnings Previews – NFLX (+) / BMBL (+) / UBER (-)
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