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Why Match Group (MTCH) is a Top Growth Stock for the Long-Term
ZACKS· 2025-06-06 22:51
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style S ...
Match Group: A Love Connection With Value Investors
Seeking Alpha· 2025-05-31 20:29
Match Group's ( MTCH ) performance hasn’t been too good. For the last five years, the annual growth rate has been declining by 10% compared to the increase in competitors at 30% annually. Its flagship app, Tinder, has been losingInvesting in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic foresight. Focusing on companies with the potential to profoundly influence the global landscape in the years aheadI primarily employ ...
Here's Why Match Group (MTCH) is a Strong Momentum Stock
ZACKS· 2025-05-28 22:56
Zacks Premium服务 - Zacks Premium提供多种投资研究工具,包括每日更新的Zacks Rank和Zacks Industry Rank、Zacks 1 Rank List、股票研究报告和高级股票筛选器,帮助投资者更明智、更自信地进行投资 [1] - 该服务还包含Zacks Style Scores,作为Zacks Rank的补充指标,帮助投资者挑选未来30天可能跑赢市场的股票 [2] Zacks Style Scores分类 - Value Score:通过P/E、PEG、Price/Sales等比率识别最具吸引力和折扣的股票,适合价值投资者 [3] - Growth Score:分析公司未来前景、财务健康状况,通过历史及预测的盈利、销售和现金流寻找可持续增长的股票 [4] - Momentum Score:利用一周价格变动和月度盈利预期变化等因子,识别高动量股票的买入时机 [5] - VGM Score:综合价值、增长和动量评分,筛选出最具吸引力价值、最佳增长前景和最强劲动量的公司 [6] Zacks Rank与Style Scores的协同作用 - Zacks Rank利用盈利预测修订帮助投资者构建成功投资组合,1(强力买入)股票自1988年以来年均回报率达25.41%,超过标普500指数两倍以上 [7][8] - 建议优先选择Zacks Rank 1或2且Style Scores为A或B的股票,以最大化成功概率 [9] - 即使股票Style Scores为A或B,若Zacks Rank为4(卖出)或5(强力卖出),其盈利预测呈下降趋势,股价下跌可能性较高 [10] Match Group (MTCH)案例分析 - Match Group是全球领先的约会产品提供商,运营超过45个品牌,包括Tinder、Match.com等,业务覆盖190多个国家和42种语言 [11] - 该股Zacks Rank为3(持有),VGM Score为A,动量评分为B,过去四周股价上涨2% [11][12] - 分析师在最近60天内上调2025财年盈利预测,Zacks共识预期增加0.08美元至每股3.38美元,平均盈利惊喜为2.1% [12]
Juve Stabia Wins First Match in Serie A Playoff Semifinal 2-1 Against Cremonese; Second Leg to be Broadcast Live in English via Destination Calcio TV Sunday
GlobeNewswire News Room· 2025-05-23 20:00
S.S. Juve Stabia’s second semifinal match in the Serie A playoffs at Cremonese will be available live and air free in the United States, Canada and the United Kingdom via Destination Calcio TV Dublin, Ireland and Milan, Italy, May 23, 2025 (GLOBE NEWSWIRE) -- Brera Holdings PLC (“Brera Holdings” or the “Company”) (Nasdaq: BREA), an Ireland-based international holding company focused on expanding its global portfolio of men’s and women’s football clubs through a multi-club ownership (“MCO”) strategy, today ...
Tinder CEO steps down after less than 2 years in latest shakeup amid activist pressure
New York Post· 2025-05-23 03:20
Tinder’s chief executive is stepping down in July after less than two years on the job as the dating app struggles to grow its user base and squash proxy fights from several activist investors.CEO Faye Iosotaluno announced her departure in a LinkedIn post on Thursday, ending a nearly eight-year career at Tinder and its owner, Match Group. She previously served as Tinder’s chief operating officer and Match Group’s head of strategy.Match Group CEO Spencer Rascoff said in his own LinkedIn post that the pair ha ...
Juve Stabia Advances in Serie A Playoffs; Semifinal Match at Cremonese to be Broadcast Live in English via Destination Calcio TV Today
GlobeNewswire News Room· 2025-05-21 20:00
S.S. Juve Stabia's semifinal match in the Serie A playoffs at Cremonese will be available live and air free in the United States, Canada and the United Kingdom via Destination Calcio TV Dublin, Ireland and Milan, Italy, May 21, 2025 (GLOBE NEWSWIRE) -- Brera Holdings PLC ("Brera Holdings" or the "Company") (Nasdaq: BREA), an Ireland-based international holding company focused on expanding its global portfolio of men's and women's football clubs through a multi-club ownership ("MCO") strategy, today announce ...
Match Group (MTCH) FY Conference Transcript
2025-05-13 22:30
纪要涉及的公司 Match Group(MTCH)及其旗下品牌Tinder、Hinge、Azar、Pairs、Archer、OkCupid、Salams等 核心观点和论据 公司战略与优先级 - **优先级排序**:CEO首要任务是重启公司文化,激励超2000人发挥最佳水平;其次是改善Tinder产品路线图与创新以增加用户;第三是支持Hinge持续增长;第四是挖掘Match Group合并价值[1][2][3] - **组织变革**:进行重组,削减公司13%员工,Tinder削减18%员工、24%管理人员,目的是提高灵活性与员工责任感,节省资金并重新投入业务,预计每年节省4500万美元现金及4500万美元股票薪酬[11][12] - **AI应用**:AI在公司业务中潜力巨大,如Hinge新的AI驱动REX算法使匹配率提高15%;还可用于改善个人资料质量、提供提示反馈;员工层面使用AI原型工具加快产品迭代[6][7][9] 各品牌情况与策略 - **Tinder** - **问题与挑战**:品牌知名度高但被视为“约炮应用”,产品与市场需求脱节,用户数量连续两三年下降[21][22][43] - **创新策略**:使产品更具“氛围”、减少“约炮”属性,推出“双人约会”等功能,已在部分欧洲和拉美国家推出,美国发布时间提前,数据显示使用情况和用户认知改善良好[24][26][29] - **关键指标**:CEO关注月活和日活用户,尤其是30岁以下美国用户群体,认为这是领先指标,而非投资者关注的付费用户数[34] - **定价策略**:此前通过提高价格和增加产品种类应对用户下降,但效果不足,当务之急是增加用户数量以实现收入增长[42][44] - **Hinge** - **成功原因**:文化紧密、以使命为导向、创新且有紧迫感,注重消费者洞察,从消费者需求出发构建产品[46][48][49] - **发展策略**:继续将AI融入产品,加强在“有意图约会”类别中的领先地位;全球拓展至更多国家;利用Match Group的规模优势,同时保持自身独立性[51][52][54] - **亚洲市场品牌** - **Pairs**:在日本领先,刚在韩国推出,有望在韩国找到与日本相同的产品市场契合点[55] - **Azar**:视频匹配应用,在中东有良好产品市场契合度,是公司第三大收入应用,重点是向不同国家拓展,通过不同品牌和功能集推广[56][57][58] - **整体策略**:组建Match Group亚洲营销团队,负责所有品牌在亚洲的推广,提高效率和影响力[59][60] - **新兴品牌Archer**:同性恋约会应用,与Grindr竞争,进行了重大产品更新,公司看好其发展,不会放弃该市场[61][62][63] 宏观经济影响 公司虽无直接关税影响,但受宏观经济环境影响,约三分之一收入来自应用内单点购买,三分之二来自订阅服务。经济衰退时,价格敏感消费者(尤其是年轻消费者)的单点购买和约会活动可能减少,近期美国部分年轻、不太富裕的Tinder用户单点购买出现小幅下降[18][19][20] 资本配置与股息 - **并购策略**:CEO喜欢并购,Match Group有并购传统,但设置高门槛,更倾向小型并购,可整合到公司E2P后端平台,实现成本节约和收入增长[64][65][66] - **股息承诺**:承诺将100%自由现金流通过股息和回购返还给股东,今年年初至今返还率达135%,全年目标为100%[67] 其他重要但可能被忽略的内容 - 公司五年前从IAC分拆出来,目前IAC已完全脱离,不再参与公司事务[3] - CEO以Zillow Group为例,说明整合旗下不同品牌可发挥规模优势,提升公司表现[4] - 投资者历史上关注Tinder付费用户数作为关键指标,但CEO认为这不是运营业务的关键指标,更关注用户数量[34][35][37]
MTCH Q1 Earnings Meet Estimates, Revenues Fall Y/Y, Stock Down
ZACKS· 2025-05-10 00:10
Match Group (MTCH) shares fell 9.58% to close at $27.47 on May 8 after the company reported first-quarter 2025 earnings of 67 cents per share, which was in line with the Zacks Consensus Estimate. The bottom line jumped 52.3% from the year-ago quarter’s reported figure.Revenues of $831 million decreased 3% year over year but exceeded the Zacks Consensus Estimate by 0.39%. On an FX-neutral basis, revenues declined 1% from the prior-year quarter.Direct revenues were $812.4 million, down 4% year over year, wher ...
Match Group: Tinder Can't Stop Losing Paid Users, Creating A Vicious Cycle
Seeking Alpha· 2025-05-09 05:36
Even though the stock market has rebounded sharply from recent lows, we shouldn't let our guard down. The harsh reality is that we're either sitting in a recession or turning around the corner into one, and amid that backdrop, there's a goodWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular c ...
Match Group(MTCH) - 2025 Q1 - Quarterly Report
2025-05-09 04:02
As filed with the Securities and Exchange Commission on May 8, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 2 Page Number Table of Contents PART I FINANCIAL INFORMATION FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No ...