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AAPL , GOOGL , FB , U , MTCH , BMBL

+37 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: 171, Votes: 2, Responses: 0, 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: 119, 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: 175, Votes: 1, Responses: 0, Attachments: 2
MTCH

+30 pts



$MTCH - RBC estimates the $8bn online dating market will double over next 5 years, sees Match as a secular winner

By junkfoodlover on July 9, 2021, 3:19 p.m.
Tagged topics: TAM expansion , secular growth , RBC , online dating

Views: 94, Votes: 1, Responses: 0, Attachments: 22
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: 108, 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: 130, Votes: 2, Responses: 0, Attachments: 2
MTCH

+30 pts



$MTCH - Jefferies sees muted Q1, but expect strong 2H rebound driven by Tinder Platinum, Hinge monetization, and reopening gaining momentum

By junkfoodlover on May 4, 2021, 10:58 a.m.
Tagged topics: price increase , post-COVID , earnings preview , Jefferies , reopening trade , reopening beneficiaries , Tinder Platinum , Hinge

Views: 101, Votes: 1, Responses: 0, Attachments: 6
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: 117, Votes: 1, Responses: 0, Attachments: 21
MTCH

+65 pts



$MTCH - Jefferies likes $1.73bn Hyperconnect deal, says it expands Match's addressable market significantly and grows footprint in Asia

By puckerman17 on Feb. 10, 2021, 10:34 a.m.
Tagged topics: acquisition , TAM expansion , Jefferies , Asia , social discovery

Views: 99, Votes: 1, Responses: 0, Attachments: 2
IAC , MTCH , ANGI

+65 pts



$IAC - JP Morgan raises target to $280, estimates Vimeo spin at $8bn in Apr/May, sees further upside from 'multiple levers to unlock value' near-term

By puckerman17 on Feb. 9, 2021, 12:16 p.m.
Tagged topics: spin-off , analyst raises estimates , analyst raises target , JP Morgan , Vimeo

Views: 130, Votes: 1, Responses: 0, Attachments: 9