Saturday, January 7, 2017

Tinder Boost to Boost Match Group Revenue?

I doubt!
The analyst believes that Tinder ended 2016 with 1.67M paid subs, doubling YoY, as the management team had predicted at the start of the year. He sees Tinder's sub base growing 30% to reach 2.19M at the end of this 2017 year.

There’s Lots of Love for Tinder but What About the Rest of Match Group?

Will wait to see Q4 2016, if begins to show Match Group stagnation and then decadence.
Please remember:
Tinder is in big war with Badoo, and can not outperform it.
The mission of Tinder was to kill Badoo, but it seems Tinder is killing Match.
It seems there is an internal war between Tinder and Match App.
If Tinder is cannibalizing Match and Match Group now wants to promote more Match App and not much Tinder because Tinder is not monetizing as expected?

Please do not forget when the IAC Personals, now Match Group, bought OKCupid (5+ years ago) for an astronomical amount of money, the OKCupid team had the task to copycat Badoo, but they failed in that mission. IAC Personals backed Tinder instead (via Hatch Labs), as the copycat of Badoo.
But Tinder (4+ years old site) can not outperform Badoo (10+ years old site).
And Badoo also owns Bumble.
Match Group, parent company of Tinder, has a big debt of USD 1.2 Billion!!!
The Match Group is only a collection of old and obsolete online dating sites: Match, Meetic, Chemistry, OkCupid, LoveScout24 (FriendScout24), OurTime, HowAboutWe and many more!
They want to squeeze their big databases to get all the juice (money) from the wallets of the daters.
For me: A new Tinder Boost feature WILL NOT help turn the bad tide.

The Match Group can not innovate, it needs to acquire rotten companies to show illusory success to its investors.
Or worse, every time the IAC / Match Group acquires a big online dating site, it is like if they were paying a bribery to the VC investor who had previously invested in that big online dating site.

SeekingAlpha article: A MTCH in the making for LOV?

WP article: In 2017, dating apps will get more selective.

article: Fraud and identity theft a real problem for online dating sites!

Charts That Show Match Group Inc Has Lots of Room to Grow ?

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