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ZNGA , PLTK , SCPL , MTCH , BMBL , DUOL

+34 pts



September mobile app data update - $ZNGA 3Q pacing ahead of guidance, but still declining qoq

By josiebe on Oct. 26, 2021, 1:27 p.m.
Tagged topics: analyst checks , App Store , Google Play , gaming , online dating

Views: 16, Votes: 2, Responses: 0, Attachments: 2
MTCH , BMBL

+33 pts



JP Morgan positive on online dating sector, 'super like' $MTCH and like $BMBL

By rIsILAwr on Oct. 20, 2021, 6:17 p.m.
Tagged topics: travel recovery , improving outlook , JP Morgan , online dating

Views: 16, Votes: 2, Responses: 0, Attachments: 2
MTCH , BMBL

+39 pts



$MTCH $BMBL - Jefferies says #datingapps are due for a turnaround

By junkfoodlover on Oct. 12, 2021, 3:30 p.m.
Tagged topics: buying opportunity , dating apps , turnaround , Jefferies , online dating

Views: 201, Votes: 4, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+38 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 226, Votes: 2, Responses: 0, Attachments: 2
BMBL

+41 pts



Bumble, Inc. (BMBL, Buy, $75 PT): Beat & Raise w/Bit of Re-Acceleration in 4Q = Healthy Combination

By DurdenDoge on Aug. 12, 2021, 2:34 p.m.
Tagged topics: earnings results , secular growth , online dating

Views: 44, Votes: 5, Responses: 1, Attachments: 2
MTCH , BMBL

+32 pts



$MTCH $BMBL - Jefferies expects big beats for online dating in Q2, but with conservative 2H guidance

By junkfoodlover on Aug. 3, 2021, 12:42 p.m.
Tagged topics: earnings preview , Jefferies , online dating , upside to estimates

Views: 143, Votes: 2, Responses: 0, Attachments: 2
MTCH , BMBL

+31 pts



$MTCH $BMBL - JP Morgan see continued healthy trends for online dating, but warns Tinder may be a risk given its exposure to countries with partial lockdowns

By junkfoodlover on July 28, 2021, 4:02 p.m.
Tagged topics: dating apps , post-COVID , online gambling , JP Morgan , index inclusion

Views: 206, Votes: 1, Responses: 0, Attachments: 2
BMBL , MTCH

+34 pts



$BMBL - RBC likes Bumble's 'quality over quantity' approach, sees strong margin upside because pricing power is 'just scratching the surface' (deep dive)

By junkfoodlover on July 9, 2021, 2:58 p.m.
Tagged topics: deep dive , social media , RBC , online dating , reopening beneficiaries

Views: 121, Votes: 2, Responses: 1, Attachments: 28
MTCH , BMBL

+32 pts



$MTCH, $BMBL - Jefferies checks indicate upside to Q2 numbers, sees fundamentals inflecting from vaccination progress

By junkfoodlover on June 21, 2021, 11:33 a.m.
Tagged topics: dating apps , inflection point , Jefferies , online dating , upside to estimates , reopening beneficiaries

Views: 149, Votes: 2, Responses: 0, Attachments: 2
BMBL , MTCH

+30 pts



$BMBL - RayJay data shows signs of pent-up demand for dating apps

By junkfoodlover on April 13, 2021, 12:01 p.m.
Tagged topics: dating apps , user engagement , post-pandemic , social media , Raymond James , online dating , pent up demand

Views: 124, Votes: 1, Responses: 0, Attachments: 21
BMBL

+71 pts



$BMBL - Jefferies says buy as Bumble is 'barely scratching the surface of a massive global opportunity', sets target at $80

By junkfoodlover on March 8, 2021, 11:39 a.m.
Tagged topics: deep dive , social media , Jefferies , online dating , global opportunity , friend discovery , professional networking

Views: 146, Votes: 3, Responses: 2, Attachments: 29