Posts on BMBL

Latest ideas and analyses related to Bumble Inc. Class A Common Stock

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BMBL

+32 pts



Solid 2Q, FY Guide Softer but Fundamentals Intact; Maintain Outperform/$37 PT

By RayHold on Aug. 13, 2022, 9:10 a.m.
Tagged topics: Internet

Views: 10, Votes: 3, Responses: 0, Attachments: 1
BMBL

+32 pts



$BMBL Product launch delay no match for high expectations

By josiebe on Aug. 11, 2022, 12:20 p.m.
Tagged topics: earnings results

Views: 14, Votes: 3, Responses: 0, Attachments: 2
BMBL

+32 pts



$BMBL Not Enough

By realmomobags on Aug. 11, 2022, 6:31 a.m.
Tagged topics: earnings results

Views: 11, Votes: 3, Responses: 0, Attachments: 1
MTCH , BMBL

+36 pts



2Q Preview: Resilient, But Not Immune; Trimming Estimates on FX & Macro; MTCH CEO Meeting Takes

By scorpioduck on July 19, 2022, 4:49 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 4, Responses: 1, Attachments: 1
AAPL , GOOGL , MTCH , BMBL

+33 pts



Google Play Store Brings Back Alternative Billing in Europe

By scorpioduck on July 19, 2022, 4:40 p.m.
Tagged topics: App Store , Google Play

Views: 20, Votes: 4, Responses: 0, Attachments: 1
MTCH , BMBL

+32 pts



Thoughts on Impact from Google Play Alternative Payments in EEA

By scorpioduck on July 19, 2022, 4:38 p.m.
Tagged topics: Google Play

Views: 69, Votes: 3, Responses: 0, Attachments: 1
MTCH , BMBL

+37 pts



Framing Key Debates for Match Group & Bumble

By ethonomics on July 15, 2022, 3:56 p.m.
Tagged topics: online dating

Views: 29, Votes: 5, Responses: 0, Attachments: 1
NFLX , BMBL , SPOT , SEAT

+34 pts



2Q22 Digital Media Quarterly Preview

By junkfoodlover on July 11, 2022, 4:57 p.m.
Tagged topics: earnings preview

Views: 27, Votes: 4, Responses: 0, Attachments: 1
GDRX , NFLX , RBLX , EBAY , FTDR , AMZN , UBER , FB , GOOGL , IAC , ANGI , MTCH , BMBL , ABNB , UBI

+48 pts



Revisiting Our Industry Framework For A Volatile Environment; NFLX, RBLX, EBAY & FTDR to Sell

By ethonomics on June 10, 2022, 4:06 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 72, Votes: 4, Responses: 1, Attachments: 1
MTCH , GOOGL , BMBL

+32 pts



$MTCH successfully delays $GOOGL Play payment enforcement, positive read to $BMBL

By realjoe on May 20, 2022, 12:12 p.m.
Tagged topics: Google Play , lawsuit

Views: 131, Votes: 2, Responses: 0, Attachments: 1
RBLX , LYFT , SNAP , BMBL , ETSY , ABNB , SPOT

+40 pts



$RBLX $LYFT $SNAP $BMBL $ETSY $ABNB may see elevated turnover from plummeting values of their stock-based-comp

By puckerman17 on May 16, 2022, 1:40 p.m.
Tagged topics: stock based compensation , talent retention

Views: 3218, Votes: 6, Responses: 0, Attachments: 1
MTCH , BMBL , GOOGL

+31 pts



$MTCH $BMBL - delay in #GooglePlay payment enforcement from Bandcamp vs. $GOOGL lawsuit would be clear positive

By realjoe on May 13, 2022, 10:21 a.m.
Tagged topics: Google Play , lawsuit

Views: 100, Votes: 2, Responses: 0, Attachments: 1
BMBL

+31 pts



$BMBL - No recession for love

By junkfoodlover on May 12, 2022, 11 a.m.
Tagged topics: earnings results

Views: 115, Votes: 2, Responses: 0, Attachments: 1
BKNG , ETSY , EBAY , W , SHOP , AMZN , CHWY , UBER , LYFT , SPOT , WMG , MTCH , BMBL

+35 pts



Need greater visibility to recession risk for online travel and e-commerce stocks to work

By cassie on May 9, 2022, 10:07 a.m.
Tagged topics: investor sentiments

Views: 160, Votes: 3, Responses: 0, Attachments: 1
MTCH , BMBL

+40 pts



Getting Close to Valuation Floor, But Looking for Next Catalysts

By underdog on May 2, 2022, 11:26 a.m.
Tagged topics: earnings preview

Views: 31, Votes: 4, Responses: 2, Attachments: 1
GOOGL , FB , TWTR , SNAP , AMZN , EBAY , ETSY , CHWY , UBER , LYFT , ABNB , BKNG , EXPE , MTCH , BMBL , SPOT , WMG , RBLX

+48 pts



US Internet Marketing Deck

By phenphen on April 11, 2022, 11:29 a.m.
Tagged topics: deep dive

Views: 69, Votes: 4, Responses: 1, Attachments: 1
GOOGL , FB , SNAP , PINS , TWTR , CRTO , NFLX , SPOT , ABNB , BKNG , AMZN , BMBL , MTCH

+43 pts



Trimming #s Ahead of 1Q Earnings on Russia & Related Impact, & Risk of Softer Consumer; Stronger Sector Growth in 2H

By labjordan on April 8, 2022, 12:43 p.m.
Tagged topics: analyst lowers estimates , deep dive

Views: 53, Votes: 5, Responses: 0, Attachments: 1
BMBL , MTCH

+37 pts



Moving Beyond The Swipe: Key Takeaways From Global Dating Insights Conference

By labjordan on March 28, 2022, 11:28 a.m.
Tagged topics: analyst checks

Views: 18, Votes: 3, Responses: 1, Attachments: 1
BMBL

+31 pts



Bumble Inc. | North America Bumble Inc. North America Better than Feared

By tvalerttelegram on March 14, 2022, 1:12 a.m.
Tagged topics: Morgan Stanley

Views: 25, Votes: 2, Responses: 0, Attachments: 1
BMBL

+33 pts



$BMBL - a US reopening play with upside to numbers through the year

By junkfoodlover on March 9, 2022, 3:38 p.m.
Tagged topics: reopening beneficiaries

Views: 31, Votes: 2, Responses: 0, Attachments: 2