ChonkyBoy
2021-11-26
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Bumble Investors Should Be More Thankful<blockquote>Bumble 投资者应该更加感激</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":877302367,"tweetId":"877302367","gmtCreate":1637884946950,"gmtModify":1637884946950,"author":{"id":4098419408434940,"idStr":"4098419408434940","authorId":4098419408434940,"authorIdStr":"4098419408434940","name":"ChonkyBoy","avatar":"https://static.tigerbbs.com/437c30517679f35c2ddc856dbf1a94e9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Like</p></body></html>","htmlText":"<html><head></head><body><p>Like</p></body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/877302367","repostId":1109542632,"repostType":4,"repost":{"id":"1109542632","kind":"news","pubTimestamp":1637884147,"share":"https://www.laohu8.com/m/news/1109542632?lang=zh_CN&edition=full","pubTime":"2021-11-26 07:49","market":"us","language":"en","title":"Bumble Investors Should Be More Thankful<blockquote>Bumble 投资者应该更加感激</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109542632","media":"The Wall Street Journal","summary":"With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is star","content":"<p>With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued</p><p><blockquote>完全稀释后的市值约为 66 亿美元，不到 Match 的 17%，但这款约会应用开始显得被低估了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8de6e547aef69fe3302ec69cd1bda3d\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Cheap date? Bumble shares are looking like a good value these days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>便宜的约会？如今，Bumble 的股票看起来很有价值。</span></p></blockquote></p><p> Bumble Inc. may never have the broad appeal of dating giant Match Group Inc., but it is looking more lovable. Since going public in February, its share price has dropped 54% from where it opened on its first day of trading. Over just the last three months, it is down 36%, while Match’s share price has fallen less than 2%.</p><p><blockquote>Bumble Inc.可能永远不会有约会巨头Match Group Inc.的广泛吸引力，但它看起来更可爱了。自2月份上市以来，其股价已较上市首日开盘价下跌54%。在过去的三个月里，Match 的股价下跌了 36%，而 Match 的股价下跌了不到 2%。</blockquote></p><p> Bumble was founded to turn dating on its head, empowering women to make the first move in an attempt to curb aggressive or unwanted advances from men online. The “woke” message resonated with investors initially but, including the lesser buzzed-about Badoo, Bumble has just two dating apps compared with Match’s more than 10 brands. A survey earlier this year from Evercore ISI found that, of males and females using both apps, a significantly higher percentage of both groups were more satisfied with Tinder.</p><p><blockquote>Bumble的成立是为了彻底改变约会，赋予女性主动采取行动的权力，试图遏制男性在网上咄咄逼人或不必要的追求。“觉醒 ”的信息最初引起了投资者的共鸣，但包括不太热门的 Badoo 在内，与 Match 的 10 多个品牌相比，Bumble 只有两款约会应用。Evercore ISI今年早些时候的一项调查发现，在使用这两个应用程序的男性和女性中，两个群体对Tinder更满意的比例明显更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edb8e4e27e72955aa3e991799136494c\" tg-width=\"438\" tg-height=\"557\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For a company that needs to get investors more excited about its potential today, it probably didn’t help that Bumble spent time touting the role it could play in the metaverse on its most recent earnings call—an opportunity still years away. After talking a big game around its IPO, Bumble should have learned by now to stop fantasizing about what it can be and focus on what it already is.</p><p><blockquote>对于一家需要让投资者对其潜力更加兴奋的公司来说，Bumble 在最近的财报看涨期权上花时间吹捧其在元宇宙中可能扮演的角色--这个机会还需要数年时间，这可能也无济于事。在谈论了围绕其 IPO 的大博弈之后，Bumble 现在应该已经学会停止幻想它可以是什么，而专注于它已经是什么。</blockquote></p><p> With a fully diluted market value of around $6.6 billion, though—less than 17% of Match’s—Bumble is starting to look undervalued. As of the third quarter, Bumble had nearly 18% as many payers as Match, and its subscribers might be more valuable. Bumble’s average revenue per paying user in that period was nearly $23, growing 18.5% year on year. That compares with Match’s revenue per payer of just over $16, growing 8% year-on-year.</p><p><blockquote>不过，完全稀释后的 Bumble 市值约为 66 亿美元，不到 Match 市值的 17%，但它开始显得被低估了。截至第三季度，Bumble 的付费用户数量是 Match 的近 18%，其订户可能更有价值。在此期间，Bumble 的每个付费用户平均收入接近 23 美元，同比增长 18.5%。相比之下，Match 的每位付款人收入略高于 16 美元，同比增长 8%。</blockquote></p><p> In the third quarter, App Annie data show Bumble’s world-wide downloads grew 20% year on year across iOS and Google Play, while downloads for Match’s Tinder and Hinge fell. Bumble reported revenue for its namesake app grew 39% in the third quarter year-on-year, suggesting more people who are downloading the app are opting to pay for it. The Bumble app now has two tiers of subscriptions. The company has said new users are adopting the higher priced tier at a rate upward of 70%. It launched a second-tier subscription for Badoo late in the third quarter, which should help to bolster that app’s revenue.</p><p><blockquote>第三季度，App Annie 数据显示，Bumble 在 iOS 和 Google Play 上的全球下载量同比增长了 20%，而 Match 的 Tinder 和 Hinge 的下载量则有所下降。Bumble 报告称，其同名应用程序第三季度收入同比增长 39%，这表明更多下载该应用程序的人选择付费。Bumble应用程序现在有两层订阅。该公司表示，新用户正在以70%以上的速度采用更高的价格等级。它在第三季度末推出了 Badoo 的二级订阅服务，这将有助于提高该应用的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca7359bac82b8b650e1397fe7a302c43\" tg-width=\"446\" tg-height=\"557\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Data from Apptopia show average downloads and sessions for October and November are trending higher for both Badoo and Bumble apps than what they averaged in the third quarter on a monthly basis. Sessions, which Apptopia has found to be highly correlated with subscribers for Match Group in the past, appear to be growing faster for the Bumble app than for Tinder thus far in the fourth quarter on a sequential basis.</p><p><blockquote>Apptopia 的数据显示，Badoo 和 Bumble 应用 10 月和 11 月的平均下载量和会话量均高于第三季度的月度平均水平。Apptopia 发现会话在过去与 Match Group 的订阅者高度相关，到目前为止，Bumble 应用的会话增长速度似乎比 Tinder 更快。</blockquote></p><p> Settling for Bumble today never felt so safe.</p><p><blockquote>今天满足于邦布尔从未感到如此安全。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bumble Investors Should Be More Thankful<blockquote>Bumble 投资者应该更加感激</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBumble Investors Should Be More Thankful<blockquote>Bumble 投资者应该更加感激</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-11-26 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued</p><p><blockquote>完全稀释后的市值约为 66 亿美元，不到 Match 的 17%，但这款约会应用开始显得被低估了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8de6e547aef69fe3302ec69cd1bda3d\" tg-width=\"1290\" tg-height=\"859\" width=\"100%\" height=\"auto\"><span>Cheap date? Bumble shares are looking like a good value these days.</span></p><p><blockquote><p class=\"t-img-caption\"><span>便宜的约会？如今，Bumble 的股票看起来很有价值。</span></p></blockquote></p><p> Bumble Inc. may never have the broad appeal of dating giant Match Group Inc., but it is looking more lovable. Since going public in February, its share price has dropped 54% from where it opened on its first day of trading. Over just the last three months, it is down 36%, while Match’s share price has fallen less than 2%.</p><p><blockquote>Bumble Inc.可能永远不会有约会巨头Match Group Inc.的广泛吸引力，但它看起来更可爱了。自2月份上市以来，其股价已较上市首日开盘价下跌54%。在过去的三个月里，Match 的股价下跌了 36%，而 Match 的股价下跌了不到 2%。</blockquote></p><p> Bumble was founded to turn dating on its head, empowering women to make the first move in an attempt to curb aggressive or unwanted advances from men online. The “woke” message resonated with investors initially but, including the lesser buzzed-about Badoo, Bumble has just two dating apps compared with Match’s more than 10 brands. A survey earlier this year from Evercore ISI found that, of males and females using both apps, a significantly higher percentage of both groups were more satisfied with Tinder.</p><p><blockquote>Bumble的成立是为了彻底改变约会，赋予女性主动采取行动的权力，试图遏制男性在网上咄咄逼人或不必要的追求。“觉醒 ”的信息最初引起了投资者的共鸣，但包括不太热门的 Badoo 在内，与 Match 的 10 多个品牌相比，Bumble 只有两款约会应用。Evercore ISI今年早些时候的一项调查发现，在使用这两个应用程序的男性和女性中，两个群体对Tinder更满意的比例明显更高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/edb8e4e27e72955aa3e991799136494c\" tg-width=\"438\" tg-height=\"557\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> For a company that needs to get investors more excited about its potential today, it probably didn’t help that Bumble spent time touting the role it could play in the metaverse on its most recent earnings call—an opportunity still years away. After talking a big game around its IPO, Bumble should have learned by now to stop fantasizing about what it can be and focus on what it already is.</p><p><blockquote>对于一家需要让投资者对其潜力更加兴奋的公司来说，Bumble 在最近的财报看涨期权上花时间吹捧其在元宇宙中可能扮演的角色--这个机会还需要数年时间，这可能也无济于事。在谈论了围绕其 IPO 的大博弈之后，Bumble 现在应该已经学会停止幻想它可以是什么，而专注于它已经是什么。</blockquote></p><p> With a fully diluted market value of around $6.6 billion, though—less than 17% of Match’s—Bumble is starting to look undervalued. As of the third quarter, Bumble had nearly 18% as many payers as Match, and its subscribers might be more valuable. Bumble’s average revenue per paying user in that period was nearly $23, growing 18.5% year on year. That compares with Match’s revenue per payer of just over $16, growing 8% year-on-year.</p><p><blockquote>不过，完全稀释后的 Bumble 市值约为 66 亿美元，不到 Match 市值的 17%，但它开始显得被低估了。截至第三季度，Bumble 的付费用户数量是 Match 的近 18%，其订户可能更有价值。在此期间，Bumble 的每个付费用户平均收入接近 23 美元，同比增长 18.5%。相比之下，Match 的每位付款人收入略高于 16 美元，同比增长 8%。</blockquote></p><p> In the third quarter, App Annie data show Bumble’s world-wide downloads grew 20% year on year across iOS and Google Play, while downloads for Match’s Tinder and Hinge fell. Bumble reported revenue for its namesake app grew 39% in the third quarter year-on-year, suggesting more people who are downloading the app are opting to pay for it. The Bumble app now has two tiers of subscriptions. The company has said new users are adopting the higher priced tier at a rate upward of 70%. It launched a second-tier subscription for Badoo late in the third quarter, which should help to bolster that app’s revenue.</p><p><blockquote>第三季度，App Annie 数据显示，Bumble 在 iOS 和 Google Play 上的全球下载量同比增长了 20%，而 Match 的 Tinder 和 Hinge 的下载量则有所下降。Bumble 报告称，其同名应用程序第三季度收入同比增长 39%，这表明更多下载该应用程序的人选择付费。Bumble应用程序现在有两层订阅。该公司表示，新用户正在以70%以上的速度采用更高的价格等级。它在第三季度末推出了 Badoo 的二级订阅服务，这将有助于提高该应用的收入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ca7359bac82b8b650e1397fe7a302c43\" tg-width=\"446\" tg-height=\"557\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Data from Apptopia show average downloads and sessions for October and November are trending higher for both Badoo and Bumble apps than what they averaged in the third quarter on a monthly basis. Sessions, which Apptopia has found to be highly correlated with subscribers for Match Group in the past, appear to be growing faster for the Bumble app than for Tinder thus far in the fourth quarter on a sequential basis.</p><p><blockquote>Apptopia 的数据显示，Badoo 和 Bumble 应用 10 月和 11 月的平均下载量和会话量均高于第三季度的月度平均水平。Apptopia 发现会话在过去与 Match Group 的订阅者高度相关，到目前为止，Bumble 应用的会话增长速度似乎比 Tinder 更快。</blockquote></p><p> Settling for Bumble today never felt so safe.</p><p><blockquote>今天满足于邦布尔从未感到如此安全。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMBL":"Bumble Inc."},"source_url":"https://www.wsj.com/articles/bumble-investors-should-be-more-thankful-11637848981?mod=hp_lista_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109542632","content_text":"With a fully diluted market value of around $6.6 billion—less than 17% of Match’s—dating app is starting to look undervalued\nCheap date? Bumble shares are looking like a good value these days.\nBumble Inc. may never have the broad appeal of dating giant Match Group Inc., but it is looking more lovable. Since going public in February, its share price has dropped 54% from where it opened on its first day of trading. Over just the last three months, it is down 36%, while Match’s share price has fallen less than 2%.\nBumble was founded to turn dating on its head, empowering women to make the first move in an attempt to curb aggressive or unwanted advances from men online. The “woke” message resonated with investors initially but, including the lesser buzzed-about Badoo, Bumble has just two dating apps compared with Match’s more than 10 brands. A survey earlier this year from Evercore ISI found that, of males and females using both apps, a significantly higher percentage of both groups were more satisfied with Tinder.\n\nFor a company that needs to get investors more excited about its potential today, it probably didn’t help that Bumble spent time touting the role it could play in the metaverse on its most recent earnings call—an opportunity still years away. After talking a big game around its IPO, Bumble should have learned by now to stop fantasizing about what it can be and focus on what it already is.\nWith a fully diluted market value of around $6.6 billion, though—less than 17% of Match’s—Bumble is starting to look undervalued. As of the third quarter, Bumble had nearly 18% as many payers as Match, and its subscribers might be more valuable. Bumble’s average revenue per paying user in that period was nearly $23, growing 18.5% year on year. That compares with Match’s revenue per payer of just over $16, growing 8% year-on-year.\nIn the third quarter, App Annie data show Bumble’s world-wide downloads grew 20% year on year across iOS and Google Play, while downloads for Match’s Tinder and Hinge fell. Bumble reported revenue for its namesake app grew 39% in the third quarter year-on-year, suggesting more people who are downloading the app are opting to pay for it. The Bumble app now has two tiers of subscriptions. The company has said new users are adopting the higher priced tier at a rate upward of 70%. It launched a second-tier subscription for Badoo late in the third quarter, which should help to bolster that app’s revenue.\n\nData from Apptopia show average downloads and sessions for October and November are trending higher for both Badoo and Bumble apps than what they averaged in the third quarter on a monthly basis. Sessions, which Apptopia has found to be highly correlated with subscribers for Match Group in the past, appear to be growing faster for the Bumble app than for Tinder thus far in the fourth quarter on a sequential basis.\nSettling for Bumble today never felt so safe.","news_type":1,"symbols_score_info":{"BMBL":0.9}},"isVote":1,"tweetType":1,"viewCount":1612,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877302367"}
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