Wednesday, February 4, 2015

IAC-InterActiveCorp (IACI) Q4 2014 - Earnings Call Transcript

"I read through the conference call. Lots of excuses and hand waving...they've already thrown in the towel on 2015 and are now trying to say 2016 will be the great year.
Tinder monetization testing is "solid" which is code for "much worse than we expected."

Hot 2015 Summer in Argentina, a little birdie came from the North to tell me the above information.

Match Group - IAC Q4 2014 and FY 2014 results.
For me it is clear they do not want to innovate. They want to squeeze their big databases to get all the juice (money) from the wallets of the daters.

With 3.5 Million paid members and USD 897 Million in revenue, for me, they reached operating ceiling.

As for Tinder, they do not disclose operating costs like Zoosk.
Perhaps Tinder will make no profit at all (like Zoosk) and it is only cannibalizing Match and Meetic from inside.

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