Embee Mobile Insights

All posts by Anand Ramanathan

TikTok + Snapchat have pulled the rug under Facebook’s feet

By | Longitudinal Insights, Mobile Behavioral Data, Mobile Insights | No Comments

TikTok + Snapchat together are increasingly having success competing with Facebook for marketing dollars. Surprisingly, the financial markets have yet to notice, but that may soon change. Did we at Embee see this coming? Yes. See Footnote, below, Apps Tell The Story*, which references a few blogposts from the recent…

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Facebook’s TikTok-ing Bomb

By | Curated mobile panels, Industry Solutions, Longitudinal Insights, Mobile Behavioral Data, Mobile Insights, Native App Technologies, people-centric metrics | No Comments

If there was a “Best new app” category at the Grammy’s in 2019, its winner would have been TikTok. Its adoption is accelerating in the US, people are increasingly spending more time on it. What’s not to like, right? Wrong. Not everyone wears your rose colored glasses my friend. Okay,…

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The drubbing of Grubhub. Could it have been predicted?

By | Mobile Behavioral Data, Mobile Insights | No Comments

Yesterday, Grubhub’s stock took a beating. Goldman Sachs, downgraded its GRUB stock recommendation, post-facto, from “Buy” to “Neutral”. Goldman said they got it wrong and “significantly underestimated the impact of competitor investments on customer behavior across the space while overestimating both the potential for industry-wide growth and Grubhub’s ability to…

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