Match Group (MTCH, Buy, TP: $55) Quick Thoughts Ahead of the Print
What's New: In this brief note we touch on the key controversies we expect to be in focus for tonight’s earnings release and tomorrow’s call at 8:30am ET:1. Outlook for Tinder payers in 2H24
2. Update on Tinder a la carte product suite, pricing, and merchandising
3. Tinder management succession
4. Hinge growth outlook
5. Outlook for in-app payments post AAPL changes
6. Marketing expense and margins
7. AI product roadmap
8. Management engagement with Elliott
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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