Showing posts with label mtch group. Show all posts
Showing posts with label mtch group. Show all posts

Thursday, May 5, 2022

SA article: Match Group: With Domestic Paid Users Declining, This Company Offers More Risk Than Reward

 



The company only has ~USD 920 Million of cash on its books, and is encumbered by ~USD 3.90 Billion of debt. For a company that does "only" ~ USD 1 Billion of annual adjusted operating income, I'd say Match's debt load is already substantial and piling onto achieve buybacks may add to the company's risk profile.
https://seekingalpha.com/article/4507117-match-group-q1-earnings-domestic-paid-users-declining-more-risk

MTCH Q1 2022 financials
https://onlinedatingsoundbarrier.blogspot.com/2022/05/mtch-q1-2022-financials.html

Thursday, January 14, 2021

Friday, November 6, 2020

Great Q3 2020 for MTCH (long term debt over USD 3.5 Billion ??? )

 


https://seekingalpha.com/article/4385179-match-group-inc-2020-q3-results-earnings-call-presentation
https://seekingalpha.com/article/4385337-match-group-inc-mtch-ceo-shar-dubey-on-q3-2020-results-earnings-call-transcript
https://s22.q4cdn.com/279430125/files/doc_financials/2020/q3/MTCH-3Q-2020-Earnings-Release.pdf
https://s22.q4cdn.com/279430125/files/doc_financials/2020/q3/Earnings-Letter-Q3-2020-vF.pdf


SA article: "Match Group: Swipe Right On This Dating Titan"
https://seekingalpha.com/article/4385492-match-group-swipe-right-on-this-dating-titan
The biggest risks involve the emergence of new competitors that take market share away from Match Group's brands. The biggest concern for many investors is with Facebook (FB) and their rollout of Facebook Dating. The argument is that Facebook's access to a plethora of data and the scale of their business can allow for more optimal matching and a larger userbase than any other current dating apps.

SA article "Hinge Turns Profitable In Another Boon For Match Group"
http://onlinedatingsoundbarrier.blogspot.com/2020/10/sa-article-hinge-turns-profitable-in.html

 


WorldWide, there are over 5,000 (five thousand) online dating sites

  • but no one is using the 16PF6 (or similar) to assess personality of its members!
  • but no one calculates similarity with a quantized pattern comparison method!
  • but no one can show Compatibility Distribution Curves to each and every of its members!!! i.e. if you are a man seeking women, to show how compatible you are with a 20,000,000 women database, and to select a bunch of 100 women from 20,000,000 women database.
  •  but no one is scientifically proven!  No actual online dating site  is "scientifically proven" because no one can prove its matching algorithm can match prospective partners who will have more stable and satisfying relationships (and very low divorce rates) than couples matched by chance, astrological destiny, personal preferences, searching on one's own, or other technique as the control group in a peer reviewed Scientific Paper for the majority (over 90%) of its members. 

The key to long-lasting romance: COMPATIBILITY is exactly STRICT PERSONALITY SIMILARITY and not "meet other people with similar interests or political views".  

Breaking "the online dating sound barrier" is to achieve at least:
3 most compatible persons in a 100,000 persons database.
12 most compatible persons in a 1,000,000 persons database.
48 most compatible persons in a 10,000,000 persons database.
100 times better than Compatibility Matching Algorithms used by actual online dating sites!


The Online Dating Industry needs INNOVATIONS, not more bells and whistles.
Lack Of Innovation & Decadence can summarize the Online Dating Industry.
C-Level executives are more worried about their golf scores than their company’s long term strategy and innovations.
C-level executives are cooking barbecues under the water (selling smoke) and not paying attention to latest research from Academics which could be beneficial for the Online Dating Industry.

High precision in matching algorithms is precisely the key to open the door and leave the infancy of compatibility testing.
Without offering the NORMATIVE 16PF6 (or similar test measuring exactly the 16 personality factors) for serious dating, it will be impossible to innovate and revolutionize the Online Dating Industry.
 

 

Wednesday, August 5, 2020

MTCH Q2 2020 terrible debt




As of June 30, 2020, the Company had USD 129 Million in cash and cash equivalents and USD 3.5 Billion of long-term debt, including USD 1.7 Billion of Exchangeable Senior Notes previously held by Former IAC.
https://s22.q4cdn.com/279430125/files/doc_financials/2020/q2/Earnings-Letter-Q2-2020.pdf
https://s22.q4cdn.com/279430125/files/doc_financials/2020/q2/MTCH-2Q-2020-Earnings-Release.pdf


SA article: Match Group, Inc. (MTCH) CEO on Q1 2020 Results - Earnings Call Transcript



Match Group Reports Q1 2020 Results
http://onlinedatingsoundbarrier.blogspot.com/2020/05/match-group-reports-q1-2020-results.html


As of March 31, 2020, the Company had USD 791 Million in cash and cash equivalents and USD 2.1 Billion of long-term debt.

Friday, August 9, 2019

Pairs Engage, "High End Matchmaking" from Match Group




https://www.businessinsider.com.au/match-group-tinder-target-japanese-marriage-market-pairs-engage-2019-8
https://elceo.com/tecnologia/propietario-de-tinder-lanza-app-para-ayudar-a-japoneses-a-casarse-pronto/

The app suggests 30 potential husbands or wives a month, and includes a 24/7 concierge service.
Pairs Engage costs 9,800 yen (USD 92) per month, plus another 9,800 yen as a sign-up fee once the pre-registration period ends – a third as much as five major conventional services, according to its website.


eHarmony failed with eH+ (eHarmony Plus) and eHarmony Japan
https://onlinedatingsoundbarrier.blogspot.com/2017/03/eharmony-just-closed-eh-eharmony-plus.html
http://onlinedatingsoundbarrier.blogspot.com/2012/03/eharmony-revealed-its-secret-sauce.html

Japan's singles turn to tech in search of lasting love ?
https://onlinedatingsoundbarrier.blogspot.com/2019/04/japans-singles-turn-to-tech-in-search.html

-----------------------

Finally the perfect dating algorithm? Of course NOT, Big Five test is OBSOLETE.
http://onlinedatingsoundbarrier.blogspot.com.ar/2017/02/finally-perfect-dating-algorithm-of.html
 
FUNNY: IDEA's Project 0d8 Helps Dating Services Improve

https://onlinedatingsoundbarrier.blogspot.com/2019/07/funny-ideas-project-0d8-helps-dating.html
Improvement is not innovation!

 
The Online Dating Industry needs INNOVATIONS, not more bells and whistles.
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/01/mistakes-at-behavioral-economics-of.html

Breaking "the online dating sound barrier" is to achieve at least:
3 most compatible persons in a 100,000 persons database.
12 most compatible persons in a 1,000,000 persons database.
48 most compatible persons in a 10,000,000 persons database.
100 times better than Compatibility Matching Algorithms used by actual online dating sites!


The 3 milestone discoveries of the 2001 - 2010 decade for Theories of Romantic Relationships Development are:

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.
The key to long-lasting romance: COMPATIBILITY is exactly STRICT PERSONALITY SIMILARITY and not "meet other people with similar interests or political views".  

PAPER "Only the congruent survive - Personality similarities in couples. Personality and Individual Differences"
http://onlinedatingsoundbarrier.blogspot.com.ar/2013/04/paper-partnership-longevity-and.html 
PAPER "Partnership longevity and personality congruence in couples"
http://onlinedatingsoundbarrier.blogspot.com.ar/2010/04/only-congruent-survive-personality.html

 
At the paper  "Perceptions of Ideal and Former Partners' Personality and Similarity
The authors had written
".... mismatches in personality are a frequently mentioned cause for relationship break-up. If former partners indeed have dissimilar personalities, our findings underline how difficult it is for many people to select a mate with a similar personality, or, alternatively, how little value individuals put on finding a similar partner in terms of personality.
The present study's results, as well as the results found in previous studies (e.g., Eastwick & Finkel, 2008), may be used to educate people, especially singles, about what really matters in long-term relationships, for instance, similarity in personality, instead of complementarity."

http://onlinedatingsoundbarrier.blogspot.com.ar/2011/05/big-punch-to-behavioural-recommender.html
http://onlinedatingsoundbarrier.blogspot.com.ar/2012/07/two-papers-debunking-behavioural.html


Online Dating sites have very big databases, in the range of 20,000,000 (twenty million) profiles, so the Big Five model or the HEXACO model are not enough for predictive purposes. That is why I suggest the 16PF6 test instead and another method to calculate similarity.

High precision in matching algorithms is precisely the key to open the door and leave the infancy of compatibility testing.
Without offering the NORMATIVE 16PF6 (or similar test measuring exactly the 16 personality factors) for serious dating, it will be impossible to innovate and revolutionize the Online Dating Industry.

Tuesday, July 9, 2019

MTCH shares are overvalued


https://seekingalpha.com/article/4273912-single-greatest-factor-portfolios-returns

Back in May 2018, Facebook (FB) announced that they would be adding a dating feature. As a result, shares of Match Group (MTCH), the leader in online dating via popular apps like Tinder or Hinge, saw its shares fall more than 26%.
Since that day, shares of MTCH have appreciated 97% while the S&P 500 rose by 12%.


My bet: MTCH shares are terrible overvalued!


MTCH Needs To Grab The Asian Online Dating Opportunity To Justify The Current Valuation (via SA)
http://onlinedatingsoundbarrier.blogspot.com/2019/07/mtch-needs-to-grab-asian-online-dating.html
My bet: Asia will be impossible for MTCH.


Friday, May 10, 2019

In the World of Dating, All-Powerful Facebook Is Now the Underdog (via Barrons)





https://www.barrons.com/articles/facebook-dating-is-now-the-clear-underdog-to-tinder-51557533158

Tinder "diet version": Tinder Lite
http://onlinedatingsoundbarrier.blogspot.com/2019/05/tinder-diet-version-tinder-lite.html

Facebook to take on Tinder, not to revolutionize online dating
http://onlinedatingsoundbarrier.blogspot.com/2019/05/facebook-to-take-on-tinder-not-to.html
 

Match Group Stock Is Jumping Because Facebook Hasn’t Killed Tinder (via Barrons)
http://onlinedatingsoundbarrier.blogspot.com/2019/05/match-group-stock-is-jumping-because.html
https://onlinedatingsoundbarrier.blogspot.com/2019/05/should-you-delete-your-tinder-or-bumble.html

There is plenty of room for new players and plenty of room for innovations in the Online Dating Industry
http://onlinedatingsoundbarrier.blogspot.com/2019/05/is-market-of-love-saturated-in.html

The key to long-lasting romance: COMPATIBILITY is exactly STRICT PERSONALITY SIMILARITY and not "meet other people with similar interests or political views".  

Breaking "the online dating sound barrier" is to achieve at least:
3 most compatible persons in a 100,000 persons database.
12 most compatible persons in a 1,000,000 persons database.
48 most compatible persons in a 10,000,000 persons database.
100 times better than Compatibility Matching Algorithms used by actual online dating sites!


The Online Dating Industry needs INNOVATIONS, not more bells and whistles.
Lack Of Innovation & Decadence can summarize the Online Dating Industry.
C-Level executives are more worried about their golf scores than their company’s long term strategy and innovations.
C-level executives are cooking barbecues under the water (selling smoke) and not paying attention to latest research from Academics which could be beneficial for the Online Dating Industry.

High precision in matching algorithms is precisely the key to open the door and leave the infancy of compatibility testing.
Without offering the NORMATIVE 16PF6 (or similar test measuring exactly the 16 personality factors) for serious dating, it will be impossible to innovate and revolutionize the Online Dating Industry.
 

Tuesday, May 7, 2019

Match Group, Inc. (MTCH) Q1 2019







https://s22.q4cdn.com/279430125/files/doc_financials/2019/MTCH-Q1-2019-Investor-Presentation-vF.pdf
https://s22.q4cdn.com/279430125/files/doc_news/2019/1Q-2019-Match-Group-Earnings-Release.pdf
https://www.sec.gov/Archives/edgar/data/1575189/000157518919000024/mtch8-k20190507ex991.htm

As of March 31, 2019, the Company had USD 225 Million in cash and cash equivalents and USD 1.6 Billion of long-term debt.
The Company has a USD 500 Million revolving credit facility, which was undrawn as of March 31, 2019, and currently remains undrawn.
As of March 31, 2019, IAC’s economic ownership interest and voting interest in Match Group were 80.4% and 97.5%, respectively.


Match Group, Inc. (MTCH) Q4 2018
https://onlinedatingsoundbarrier.blogspot.com/2019/02/match-group-inc-mtch-q4-2018.html

Please wait for Match Group, Inc. (MTCH) Q1 2020 to see if Facebook Dating is killing Tinder
https://onlinedatingsoundbarrier.blogspot.com/2019/05/should-you-delete-your-tinder-or-bumble.html

Match +1.2% on new Asia GMs, hiring spree ?
https://onlinedatingsoundbarrier.blogspot.com/2019/04/match-12-on-new-asia-gms-hiring-spree.html

Facebook is refining Facebook Dating feature
https://onlinedatingsoundbarrier.blogspot.com/2018/08/facebook-is-refining-facebook-dating.html

Facebook to take on Tinder, not to revolutionize online dating
http://onlinedatingsoundbarrier.blogspot.com/2019/05/facebook-to-take-on-tinder-not-to.html

about article "Facebook’s quest is to find new ways to make money"
http://onlinedatingsoundbarrier.blogspot.com/2019/05/about-article-facebooks-quest-is-to.html

Thursday, March 7, 2019

Match independent evaluation values Tinder at USD 10 Billion?


https://seekingalpha.com/news/3440369-match-evaluation-values-tinder-10b-cheddar 
In February 2019, the Secretary of State for Digital, Culture, Media and Sport of the United Kingdom, indicated in public comments that his office intends to inquire as to the measures utilized by online dating platforms, including Tinder, to prevent access by underage users. To the extent any new or more stringent measures are required to be implemented, our business, financial condition and results of operations could be adversely affected.
 

No peak for Valentine's day 2019?
https://onlinedatingsoundbarrier.blogspot.com/2019/02/no-peak-for-valentines-day-2019.html


Facebook Dating WorldWide launch in 2020? (next year)
https://onlinedatingsoundbarrier.blogspot.com/2019/02/when-does-facebooks-dating-app-become.html


Nearly all of the big dating apps are now owned by Match Group
http://onlinedatingsoundbarrier.blogspot.com/2019/02/nearly-all-of-big-dating-apps-are-now.html

Match, Bumble Evidence in IP Dispute to Remain Confidential
https://onlinedatingsoundbarrier.blogspot.com/2019/01/match-bumble-evidence-in-ip-dispute-to.html

 
If Bumble Needs to IPO to Keep Up With Match Group?
https://onlinedatingsoundbarrier.blogspot.com/2019/02/if-bumble-needs-to-ipo-to-keep-up-with.html

Guardia Civil Española to investigate Tinder and other dating apps
http://onlinedatingsoundbarrier.blogspot.com/2019/03/guardia-civil-espanola-to-investigate.html

The Tinder lawsuit is going to get nasty (part 2)
https://onlinedatingsoundbarrier.blogspot.com/2018/08/the-tinder-lawsuit-is-going-to-get.html

The Tinder lawsuit is going to get nasty?
https://onlinedatingsoundbarrier.blogspot.com/2018/08/the-tinder-lawsuit-is-going-to-get-nasty.html

MATCH GROUP INVESTIGATION INITIATED
http://onlinedatingsoundbarrier.blogspot.com/2018/08/match-group-investigation-initiated.html

Friday, January 18, 2019

Barry Diller (Match Group) talks Tinder and future of online dating






https://finance.yahoo.com/video/barry-diller-talks-tinder-future-161419591.html
Where is the innovation?
https://finance.yahoo.com/news/billionaire-mogul-barry-diller-ingenious-method-repeating-success-170639749.html


He looks quite emaciated / haggard, as if he was consuming from inside.
Lung cancer in progress?
Investors should know or be alerted in advance.

SA article: Match Group's 'Boom Times' Look Like They Are Over
https://onlinedatingsoundbarrier.blogspot.com/2018/09/sa-article-match-groups-boom-times-look.html

NEARLY 4 LONG YEARS AGO
Lunch with the FT: Barry Diller and news from Tinder scandal
https://onlinedatingsoundbarrier.blogspot.com/2015/03/lunch-with-ft-barry-diller-and-news.html
Barry Diller tried to get rid of Tinder's CEO, but he could not, because Tinder's CEO owns 10% stake in Tinder. Now it seems there is a fight between Tinder and Match.


SA article "IAC, Match sue Tinder co-founder"
http://onlinedatingsoundbarrier.blogspot.com/2019/01/sa-article-iac-match-sue-tinder-co.html

Alexa and SimilarWeb show NO rising tide for Online Dating Industry in 2018
http://onlinedatingsoundbarrier.blogspot.com/2019/01/alexa-and-similarweb-show-no-rising.html


Lack Of Innovation & Decadence can summarize the Online Dating Industry.
C-Level executives are more worried about their golf scores than their company’s long term strategy and innovations.
C-level executives are cooking barbecues under the water (selling smoke) and not paying attention to latest research from Academics which could be beneficial for the Online Dating Industry.

Compatibility is all about a high level on personality similarity between prospective mates for long term mating with commitment, and not meet other people with similar interests or political views.


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

The 8 tips to innovate in the Online Dating Industry!
http://onlinedatingsoundbarrier.blogspot.com.ar/2013/12/the-8-tips-to-innovate-in-online-dating.html


Tuesday, May 8, 2018

Match Group Reports Q1 2018 Results



Q1 2018 HIGHLIGHTS
   
• Total Revenue grew 36% over the prior year quarter to USD 407 Million , the highest quarter-over-quarter revenue growth since the IPO.
• Tinder Average Subscribers were 3.5 Million in Q1 2018, increasing 368,000 sequentially and 1.6 Million year-over-year.
As of March 31, 2018 , the Company had USD 288 Million in cash and cash equivalents and USD1.3 Billion of long-term debt.
The Company has a USD 500 Million revolving credit facility, which was undrawn as of March 31, 2018 and currently remains undrawn.
http://ir.mtch.com/news-releases/news-release-details/match-group-reports-first-quarter-2018-results
http://ir.mtch.com/static-files/4969f909-5c91-4efe-9489-e533adbc4d3e
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.


about SA article: JPMorgan downgrades Match, expects Tinder adds to drop by half
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/02/about-sa-article-jpmorgan-downgrades.html


Match Group Settled intellectual property litigation against TanTan
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/05/match-group-settled-intellectual.html

Facebook is copycatting Tinder and Bumble (via Recode)
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/05/facebook-is-copycatting-tinder-and.html

SA article: Tinder Points To Bigger Problems With Mobile
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/03/sa-article-tinder-points-to-bigger.html

Match Group (MTCH) Reports Full Year 2017 Results / Q4 2017 Results
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/02/match-group-mtch-reports-full-year-2017.html

Badoo, eight times more users than Tinder
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/03/badoo-eight-times-more-users-than-tinder.html

Match Group Settled intellectual property litigation against TanTan,

which will result in both a redesign of their U.S. app and annual royalty payments tied to the size of their U.S. userbase, reinforcing the strength and value of MTCH market-leading innovations.

https://seekingalpha.com/filing/4012699
 

Chinese - USA war: LAWSUIT Match Group, LLC (MTCH) v. Tantan Ltd. (MOMO)
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/03/another-bogus-lawsuit-match-group-llc.html

but not with Bumble Badoo
Russian - USA war: LAWSUIT Match Group, LLC (MTCH) v. Bumble backed by Russian Mafia of Badoo (it is said they are in the spyware business)
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/03/bumble-clapped-back-at-match-group.html
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/03/now-bumble-is-suing-match-group-for-usd.html

No word about Match Group Is Defending Itself In A Patent Lawsuit Filed In January By PersonalWeb Technologies ?
a case of bogus patents as
Personal Web Technologies, LLC et al v. Match Group, LLC et al
https://insight.rpxcorp.com/lit/dedce-64337-personal-web-technologies-v-match-group
https://insight.rpxcorp.com/litigation_documents/12779752


New York Times article: Tinder and Bumble Are Seriously at War
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/04/new-york-times-article-tinder-and.html

Facebook is copycatting Tinder and Bumble (via Recode)
http://onlinedatingsoundbarrier.blogspot.com.ar/2018/05/facebook-is-copycatting-tinder-and.html

Hinge’s CEO says dating isn’t something people should leave up to AI

 El CEO de Hinge asegura que la gente no debería dejar las citas en manos de la IA https://www.infobae.com/fortune/2025/06/27/el-ceo-de-hing...