Thursday, July 30, 2015

article Why The Online Dating Business Is Going To Be Much Bigger Than Anyone Expects

The Online Dating Industry needs Innovations, but the innovations the Online Dating Industry needs will come from only one source: the latest discoveries in theories of romantic relationships development with commitment. 

Only 3 major discoveries can help to revolutionize the online dating industry.

I) Several studies showing contraceptive pills users make different mate choices, on average, compared to non-users. "Only short-term but not long-term partner preferences tend to vary with the menstrual cycle"
II) People often report partner preferences that are not compatible with their choices in real life. (Behavioural recommender systems  or other system that learns your preferences are useless)
III) What is important in attracting people to one another may not be important in making couples happy. 

Compatibility is all about a high level on personality similarity between prospective mates for long term mating with commitment. 

The Online Dating Industry does not need a 10% improvement, a 50% improvement or a 100% improvement. It does need "100 times better improvement", not 100% better, 100X better == a big INNOVATION.

The Online Dating Industry needs a very powerful algorithm like the "Teller Ulam design". 

In this case 100 times more powerful than actual matching algorithms.

MeetMe's (MEET) CEO on Q2 2015 Results - Earnings Call Transcript

via Seeking Alpha
also another article

MeetMe Reports Second Quarter 2015 Financial Results

Some info to compare with IAC (IACI)

Acquisition cost from dating applications:

MeetMe Reports Second Quarter 2015 Financial Results

my bet: MeetMe (MEET) is in its peak and soon it will decay.
MeetMe can not innovate and revolutionize the Online Dating Industry.

Same road as Zoosk (ZSK)

Please see: MeetMe CTO resigned

Main reason to sell is decadence of the site, not his daughter

He wants to run away with the money

 Please IACI do not acquire POF, do not waste the money from your investors!
Let POF be destroyed by Tinder, let POF evaporate in thin air.

Wednesday, July 29, 2015

Tinder Revenue revealed?



My bet: 500,000 new paid subscribers are from Tinder at ARPU USD20, that is only a contribution of USD10Million from Tinder.

Please see also:
Article at SA: IAC/InterActiveCorp Management Discusses Q1 2015 Results - Earnings Call Transcript

IAC Reports Q2 2015 Results

IAC/InterActiveCorp's (IACI) Q2 2015 Results - Earnings Call Transcript

IAC Reports Q2 2015 Results

PlentyOfFish is past its prime and of course in decadence.