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":[],"fanSize":22,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"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>该约会应用程序的市值完全稀释后约为66亿美元（不到Match的17%），开始显得被低估</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>廉价约会？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.可能永远不会像约会巨头Match Group Inc.那样具有广泛的吸引力，但它看起来更可爱。自2月份上市以来，其股价已较首日交易开盘价下跌54%。仅在过去三个月里，它就下跌了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，让女性能够迈出第一步，试图遏制男性在网上咄咄逼人或不必要的挑逗。“觉醒”的信息最初引起了投资者的共鸣，但包括不太受关注的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，在使用这两款应用的男性和女性中，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当今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宣传其在虚拟宇宙中可以发挥的作用可能没有帮助——这一机会还需要数年时间。在谈论了围绕IPO的一场大博弈之后，Bumble现在应该学会停止幻想它会是什么，而是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，Bumble完全稀释后的市值约为66亿美元（不到Match的17%），开始显得被低估。截至第三季度，Bumble的付费用户数量是Match的近18%，其订阅者可能更有价值。Bumble在此期间每个付费用户的平均收入接近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>App Annie数据显示，第三季度，Bumble在iOS和Google Play上的全球下载量同比增长20%，而Match的Tinder和Hinge的下载量则下降。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，新用户采用价格较高的等级的比例高达70%。它在第三季度末推出了Badoo的二级订阅，这应该有助于增加该应用程序的收入。</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应用程序10月和11月的平均下载量和会话量均高于第三季度的月平均水平。Apptopia过去发现，会话与Match Group的订户高度相关，第四季度迄今为止，Bumble应用程序的会话增长速度似乎快于Tinder。</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>该约会应用程序的市值完全稀释后约为66亿美元（不到Match的17%），开始显得被低估</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>廉价约会？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.可能永远不会像约会巨头Match Group Inc.那样具有广泛的吸引力，但它看起来更可爱。自2月份上市以来，其股价已较首日交易开盘价下跌54%。仅在过去三个月里，它就下跌了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，让女性能够迈出第一步，试图遏制男性在网上咄咄逼人或不必要的挑逗。“觉醒”的信息最初引起了投资者的共鸣，但包括不太受关注的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，在使用这两款应用的男性和女性中，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当今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宣传其在虚拟宇宙中可以发挥的作用可能没有帮助——这一机会还需要数年时间。在谈论了围绕IPO的一场大博弈之后，Bumble现在应该学会停止幻想它会是什么，而是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，Bumble完全稀释后的市值约为66亿美元（不到Match的17%），开始显得被低估。截至第三季度，Bumble的付费用户数量是Match的近18%，其订阅者可能更有价值。Bumble在此期间每个付费用户的平均收入接近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>App Annie数据显示，第三季度，Bumble在iOS和Google Play上的全球下载量同比增长20%，而Match的Tinder和Hinge的下载量则下降。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，新用户采用价格较高的等级的比例高达70%。它在第三季度末推出了Badoo的二级订阅，这应该有助于增加该应用程序的收入。</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应用程序10月和11月的平均下载量和会话量均高于第三季度的月平均水平。Apptopia过去发现，会话与Match Group的订户高度相关，第四季度迄今为止，Bumble应用程序的会话增长速度似乎快于Tinder。</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":1003,"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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