Match Group, Bumble's Growth Stalls: Analyst Warns Of Challenging 2025
Match Group, Bumble's Growth Stalls: Analyst Warns Of Challenging 2025
Key catalysts for 2025 include biometric screening tests, AI-enabled discovery features, and potential activist pressure. Despite a 2.4% dividend yield and promising margin-focused strategies, investor skepticism looms.The online dating industry may have hit its roughest patch yet. With global online dating spend flatlining at a projected 0% growth in 2025, JPMorgan analyst Cory Carpenter sees stagnation stemming from a lack of innovation and waning interest among younger users.
在線約會行業可能已經遇到最艱難的時期。全球在線約會支出在2025年預計增長率爲0%，摩根大通分析師科裏·卡彭特認爲，停滯源於缺乏創新和年輕用戶興趣的減退。
While AI promises a future of smarter matchmaking, Carpenter believes turnaround efforts at Match Group (NASDAQ:MTCH) and Bumble Inc. (NASDAQ:BMBL) are still in their early days, signaling a challenging year ahead.
雖然人工智能承諾了更智能的匹配未來，但卡彭特認爲Match group（納斯達克：MTCH）和Bumble Inc.（納斯達克：BMBL）的扭轉努力仍處於初期階段，這意味着未來的一年將充滿挑戰。
Match Group: Tinder Turnaround Stumbles
Match group：Tinder的扭轉遭遇挫折
- Rating: Neutral
- Price Target: $33
- Upside: Margin expansion amid declining revenue
- 評級：中立
- 價格目標：33美元
- 上行空間：在營業收入下降的情況下，利潤率擴大
Match's marquee app, Tinder, continues to face payer declines despite ambitious AI-driven product roadmaps. With a return to revenue growth not expected until 2027, the near-term outlook remains grim. Carpenter highlights Tinder's ongoing struggles to stabilize user and revenue trends, noting, "Tinder's turnaround will likely take years, and hedge funds remain cautious."
Match的主打應用Tinder儘管有雄心壯志的人工智能驅動產品路線圖，但仍然面臨用戶付費下降。預計在2027年之前不會恢復營業收入增長，短期前景依然黯淡。卡彭特強調Tinder在穩定用戶和營業收入趨勢方面的持續掙扎，並指出，"Tinder的扭轉可能需要數年，對沖基金仍然保持謹慎。"
Key catalysts for 2025 include biometric screening tests, AI-enabled discovery features, and potential activist pressure. Despite a 2.4% dividend yield and promising margin-focused strategies, investor skepticism looms.
2025年的關鍵催化劑包括生物識別篩查測試、人工智能驅動的發現功能和潛在的激進壓力。儘管有2.4%的股息收益率和有前景的以利潤爲重點的策略，但投資者仍存在懷疑。
Read Also: Match Group Analyst Flags Tinder Woes, Industry Challenges For Stock Downgrade
閱讀還：Match group 分析師指出 Tinder 面臨困境，行業板塊挑戰導致股票評級下調
Bumble: Slow Burn In A Turnaround
Bumble：緩慢的轉型進程
- Rating: Neutral
- Price Target: $8
- Upside: Modest buyback potential, M&A opportunities
- 評級：中立
- 目標價：$8
- 上行：適度的回購潛力，兼併與收購機會
Bumble's pivot to reinvigorate growth is off to a rocky start, with 2024's app relaunch falling flat. Revenue is expected to decline again in 2025, with key competitor Hinge continuing to gain ground.
Bumble 切換以重新激發增長的嘗試開局不順，預計 2024 年的應用程序重啓將表現平平。營業收入預計在 2025 年再次下降，主要競爭對手 Hinge 不斷取得進展。
Carpenter remains unconvinced by Bumble's upcoming product features, stating they "feel more incremental than transformative."
Carpenter 對 Bumble 即將推出的產品特性感到懷疑，表示這些特性 "感覺更像是逐步的，而非變革性的。"
The winter product release, featuring innovations like AI-powered photo selection and ID verification, offers only a glimmer of hope amid uncertainty. Management's focus on ecosystem strengthening and customer experience innovation may need more time to show meaningful results.
冬季產品發佈，推出了人工智能驅動的照片選擇和身份證驗證等創新，在不確定性中僅帶來了一線希望。管理層專注於加強生態系統和創新客戶體驗，可能需要更多時間來展現實質性的結果。
Industry Shake-Up Coming?
行業板塊即將發生變動？
Despite dim short-term prospects, Carpenter sees potential for industry consolidation, though he remains skeptical about near-term take-private deals.
儘管短期前景黯淡，Carpenter 認爲行業整合有潛力，但他對近期的私有化交易持懷疑態度。
The dating industry's next chapter might hinge on bold AI-driven product innovation or game-changing mergers to reignite growth.
約會行業的下一個章節可能取決於大膽的人工智能驅動的產品創新或顛覆性的合併，以重新點燃增長。
- Bumble Shares Tumble By 45% In 2024: CFO Exit, Competition And Slowing Industry Growth Prompt Analyst To Downgrade The Stock
- Bumble的股票在2024年暴跌45%：財務長辭職、競爭加劇和行業板塊增長放緩促使分析師下調該股票評級
Photo: Shutterstock
Photo: Shutterstock
譯文內容由第三人軟體翻譯。
