Match Group (MTCH, Buy, raising target to $54 from $53) Raising 2025-2027 Tinder estimates slightly as ALC rollout approaches
Tinder is expected to resume sequential payer growth in 3Q24, and 4Q24 year-over-year payer growth is now in focus – will it be positive or not? With its ecosystem cleanup past the one-year anniversary, we expect investors to increasingly focus on the refresh of its a la carte (ALC) offering which is getting underway. In this note, we review where Tinder ALC stands today, key product features at each of Tinder, Bumble and Hinge, and what the new ALC offering at Tinder could entail.Match Group is a provider of dating products available in over 40 languages to its users all over the world through applications and websites it owns and operates. The company operates a portfolio of brands, including Tinder, Match, PlentyOfFish, Meetic, OkCupid, OurTime, Pairs and Hinge, as well as a number other brands. Through its portfolio of brands, the company provides tailored products to meet the varying preferences of its users. All the company's products enable users to establish a profile and review other users' profiles without charge. Each product also provides additional features, some of which are free, and some of which require payment depending on the particular product.
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