Match Group (MTCH) came out with quarterly earnings of $0.48 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this media and internet company would post earnings of $0.40 per share when it actually produced earnings of $0.44, delivering a surprise of 10%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Match Group, whic ...

财务业绩 - 总收入同比增长4%至8.64亿美元，按固定汇率计算同比增长8%至8.92亿美元[2] - 2024年第二季度收入为8.64亿美元，同比增长4.2%[76] - 2024年上半年收入为17.24亿美元，同比增长6.6%[76] - 2023年第二季度总收入为8.296亿美元，同比增长4%[99] - 2023年上半年总收入为17.237亿美元，同比增长7%[99] - 2024年上半年收入在不考虑汇率影响的情况下同比增长10%[104] - 公司总直接收入同比增长4%，达到84.81亿美元[105] - 美洲地区直接收入同比增长5%，达到45.05亿美元[106] - 欧洲地区直接收入同比增长5%，达到24.02亿美元[107] - APAC及其他地区直接收入同比下降1%，达到15.74亿美元[108] 业务表现 - Tinder直接收入同比增长1%至4.8亿美元，按固定汇率计算同比增长4%[15] - Hinge直接收入同比增长48%至1.34亿美元[16] - Tinder正在进行产品转型,包括增加更多性别选择、提升信任和安全性、改善推荐等[25][26][27][28][29] - Hinge用户增长强劲,在核心英语市场和欧洲扩张市场下载量排名第二[33] - Azar应用在欧洲市场持续扩张,成为第三大最受欢迎的社交发现应用[40] - Pairs在上半年推出了多项产品功能以提高用户参与度，包括个性化提示和照片辅助等[41] - Archer成为美国第二大下载量最高的同性恋男性约会应用，得益于新的发现方式等产品优化[46,47] - 2023年第二季度Tinder、Hinge和MG Asia等主要业务线收入保持稳定增长[95] - 2023年第二季度全球付费用户总数为1560万，同比下降4%[96] 战略与计划 - 公司决定退出直播服务业务，预计将减少约6%的全球员工[22] - 公司计划在12月举办首次投资者日,分享长期战略和计划[11] - Evergreen品牌正在向统一技术平台过渡，预计到2025年底完成全部业务的重新部署并在2026年实现全部成本节约[45] - 公司计划将超过75%的自由现金流用于股票回购，已在今年上半年回购了3.95亿美元股票[48,49] 财务指标 - 2024年第二季度净利润为1.33亿美元，同比下降2.9%[76] - 2024年上半年净利润为2.57亿美元，同比下降0.6%[76] - 2024年第二季度每股收益为0.48美元，同比持平[87] - 2024年上半年每股收益为0.93美元，同比增长4.5%[90] - 2023年第二季度调整后营业利润为3.013亿美元，调整后营业利润率为35%[98] - 2023年上半年调整后营业利润为5.859亿美元，调整后营业利润率为34%[99] - 2024年12个月调整后营业利润为12.806亿美元[100] - 2024年第三季度预计调整后营业利润为3.35亿美元[102] - 2023年第二季度自由现金流为2.924亿美元[101] - 每付费用户收入同比增长9%，达到19.05美元[117] - 美洲地区每付费用户收入同比增长24%，达到22.30美元[118] - 欧洲地区每付费用户收入同比增长7%，达到17.79美元[119] - APAC及其他地区每付费用户收入同比下降3%，达到14.55美元[120] - 总稀释股数为273.1亿股[123] - 总稀释比例为5.6%[123] 财务政策 - 公司使用非GAAP财务指标包括经调整营业收入、经调整营业收入率、自由现金流和不包括汇率影响的收入[126] - 经调整营业收入排除了股份支付费用、折旧和与收购相关的项目[127] - 公司在2024年6月30日之前没有对子公司股权激励的公允价值进行变更[125] - 公司有意以现金结算可交换优先票据,不会产生摊薄[125] - 公司销售的认股权证所得现金将用于回购股票[125] 其他 - 日本约会市场和Pairs应用下载量在第二季度实现6%同比增长，主要得益于电视广告投放带动的用户增长[41] - 公司的美洲、欧洲和亚太及其他地区业务情况[129,130] - 公司的直接收入和间接收入定义[130] - 公司的杠杆率计算方式[130]

DALLAS, July 30, 2024 /PRNewswire/ -- Match Group (NASDAQ: MTCH) posted its second quarter 2024 shareholder letter on the investor relations section of its website at https://ir.mtch.com. As announced previously, the Company will host a conference call tomorrow, Wednesday, July 31, 2024, at 8:30 a.m. Eastern Time (ET) to discuss the results. The live webcast and replay will be open to the public at https://ir.mtch.com.About Match GroupMatch Group (NASDAQ: MTCH), through its portfolio companies, is a leading ...

Match Group (MTCH) is slated to report second-quarter 2024 results on Jul 30.Match Group expects second-quarter 2024 revenues of $850-$860 million, indicating 2-4% year-over-year growth on a reported basis and 5-6% growth on an FX-neutral basis. The Zacks Consensus Estimate for revenues is currently pegged at $856.17 million, indicating growth of 3.2% from the year-ago quarter.For the second quarter of 2024, the Zacks Consensus Estimate for earnings is pegged at 48 cents per share, in line with the year-ago ...

The creation of social media has completely changed the way people live. People can text, call, and even Facetime friends and families from the other side of the world within a second. The power of social media apps is growing by the day. As a result, social media stocks are now some of the best stocks you can buy. The world is growing interconnected rapidly as internet and social media technology advances, and social media has made it much more convenient to explore traditional in-person things like making ...

Activist Commentary: Starboard is a very successful activist investor and has extensive experience helping companies focus on operational efficiency and margin improvement. Starboard has taken a total of 151 activist campaigns in its history and has an average return of 25.46% versus 13.61% for the Russell 2000 over the same period. In 46 of these situations, Starboard had an operational thesis as part of its activist campaign, and the firm made an average return of 43.89% versus 15.83% for the Russell 2000 ...

Tinder and Hinge parent Match Group faces an activist investor campaign that wants the dating app giant to either overhaul its business or explore going private.Starboard Value, which revealed Tuesday that it has built a 6.6% stake in Match Group, is in ongoing talks with the company and its board regarding ways to boost profitability and cut costs, the activist fund’s boss Jeff Smith said in a letter.Smith argued that Tinder has suffered from a “lack of innovation” that has hurt its growth despite a base o ...

Key TakeawaysMatch Group shares jumped in premarket trading Tuesday after it was revealed that activist firm Starboard Value has bought a stake of about 6.6% in the company.The stake, purchased over recent weeks, makes Starboard the third-largest shareholder in the online dating giant.In a letter to company leadership, Starboard says Match needs to focus on improving its margins, and also suggests the idea of pursuing a sale to go private. Shares of Match Group (MTCH) jumped in premarket trading Tuesday on ...

Jeff Smith, chief executive officer of Starboard Value LP, speaks during a Bloomberg Television interview in New York, U.S.Starboard Value has amassed a roughly 6.5% stake in online dating company Match Group and is pushing the company to either make changes that would improve margins or go private.Starboard's Jeff Smith wrote, in a letter on Monday to Match CEO Bernard Kim and its board, that cost cuts and product innovation could drive revenue growth at the company. Smith has been speaking with Match mana ...

LOS ANGELES, July 11, 2024 /PRNewswire/ -- Chispa, the leading dating app made for Latino singles, is thrilled to announce its partnership with Sorry Papi for an electrifying summer college tour spanning across 8 cities. The tour kicks off in Salt Lake City, UT and will visit Louisville, KY; Cincinnati, OH; Champaign, IL; Minneapolis, MN; Dallas, TX; Anaheim, CA; and Sacramento, CA. The tour kicks off in Salt Lake City, UT and will visit Louisville, KY; Cincinnati, OH; Champaign, IL; Minneapolis, MN; Dal ...