Burned-out singles are letting family members take over on apps like Bumble and Hinge. It’s a gamble. https://t.co/DjlB4X8bGQ ...

Burned-out singles are letting family members take over on apps like Bumble and Hinge. It’s a gamble. https://t.co/MW63XUtxAb ...

文 | 市值榜 贾乐乐 这种环境之下，Soul推进IPO未必能够获得一个合意的估值。那么，Soul为何执着于IPO？一个关于灵魂、情绪的社交故 事，屡次折戟后更换了剧本再次登台，当下的资本市场还会不会买单呢？ 一、再次闯关IPO：从元宇宙到AI+ 编辑 | 嘉辛 近期，Soul又一次递交了招股书。从2021年冲击美股算起，这已是第四次尝试。 和当时相比，现在的Soul有更拿得出手的业绩：2024年收入达到22亿元，2025年前8个月收入16.8亿元，同比增长 17.8%；经营利润从2023年开始转正，并仍在增长趋势里；不再需要烧巨额的资金获客，比如2021年销售开支达到15亿 元，2024年降低至8.9亿元。 不过，现在的资本市场环境也与当时大不相同。 2021年，美股上市公司中，交友软件Bumble、Tinder和Hinge母公司Match Group都处在股价高位。当时的Soul，凭借"不 看脸"的新颖模式和快速增长，估值接近20亿美元。 而现在，两家公司的股价和高点相比，分别跌去了90%+和80%左右。陌陌和探探的母公司挚文集团，股价也有所下 滑。背后有业绩的原因，但杀估值可能是更重要的因素。 打开So ...

Core Insights - The interest in dating apps is declining among younger generations, particularly Gen Z, who are increasingly turning to social media platforms like Instagram and TikTok, as well as offline events, for dating opportunities [1] Group 1: Company Strategies - Bumble is launching a heartfelt campaign featuring real couples and their love stories, aiming to promote genuine connections through its platform [3] - Tinder is adopting a more humorous approach with its 'Dating Scaries' campaign, which highlights negative dating behaviors through the lens of iconic villains from Hindi films and TV shows [4] Group 2: Market Performance - Bumble's stock has significantly dropped to $3 since its Nasdaq listing in February 2021, indicating a severe decline in market confidence [5] - The Match Group, which owns Tinder and Hinge, has seen a 3.3% increase in stock value over the past year, but its market cap remains less than a third of what it was in 2020 [5] Group 3: Campaign Messages - Both Bumble and Tinder's campaigns convey a similar message that true love can be found through dating apps, but they differ in their approach—Bumble focuses on inspiration from real love stories, while Tinder emphasizes avoiding negative dating habits [6]

Core Insights - The online dating industry is experiencing a significant shift, with a notable increase in the percentage of dating app users deleting their accounts shortly after download, rising from 65% in 2024 to 69% in 2023 [3][4] - Younger generations, particularly Gen Z, are showing a preference for offline interactions over dating apps, with 90.24% of respondents in a survey indicating a desire to meet people in social settings rather than through apps [11] - Match Group, the parent company of several dating platforms, is facing challenges as evidenced by a fourth-quarter revenue forecast that fell below expectations, with a reported revenue of $914.3 million, a mere 2% increase year-over-year, and a 5% decline in paying users [13][14] User Behavior and Preferences - A significant portion of Gen Z users, approximately 79%, report feeling fatigued by dating apps, indicating a disconnect between user expectations and the experiences provided by these platforms [10] - Many users express a desire for more meaningful connections, with college students indicating that they often use dating apps for casual flings rather than serious relationships [8][9] - The "paradox of choice" is contributing to user burnout, as the overwhelming number of options leads to diminished value placed on each potential match [11] Company Performance and Strategies - Tinder, once a leading platform, is experiencing a decline with a 3% drop in revenue and a 7% decrease in paying users, now totaling 9.3 million [14][15] - Bumble is also struggling, reporting a 10% revenue decline and significant layoffs, indicating broader challenges within the industry [15] - In contrast, Hinge is performing well, with a 17% increase in paying users and a user base that is 56% Gen Z, attributed to its focus on intentional dating and strong user engagement strategies [16][20] Technological Adaptations - Dating apps are exploring AI features to enhance user experience, but there is a notable hesitance among Gen Z regarding the integration of AI, as they prefer authenticity in their interactions [17][18] - Companies like Tinder and Bumble are shifting towards low-pressure, authentic experiences, aiming to balance technology with genuine human connection [19][20] - Hinge's approach to AI focuses on supporting users without impersonating them, which has resonated positively with its audience [20]

Core Insights - The article discusses the rise of Whitney, the youngest self-made female billionaire, who co-founded Bumble after her controversial departure from Tinder, highlighting her journey in the tech and dating app industry [6][36]. Group 1: Whitney's Background and Achievements - Whitney, at 36, led Bumble to a successful IPO in 2021, becoming the shortest-serving female CEO of a public company in the U.S. and the youngest self-made female billionaire globally [6]. - She was part of Tinder's founding team and served as the Vice President of Marketing, playing a crucial role in its early success [6][10]. Group 2: Challenges Faced at Tinder - Whitney faced significant challenges, including gender discrimination and harassment, which ultimately led to her departure from Tinder [6][20]. - Despite her contributions, she was often overshadowed by male counterparts, with her achievements being overlooked in media and award recognitions [14][20]. Group 3: Transition to Bumble - After leaving Tinder, Whitney founded Bumble, a dating app that empowers women to take the initiative in dating, reflecting her commitment to creating a female-friendly platform [22][36]. - The film portrays her journey of establishing Bumble amidst controversies surrounding her previous company, emphasizing her resilience and innovative approach [24][36]. Group 4: Film Representation - The film "点爱成金" (Point Love to Gold) aims to depict Whitney's story as a narrative of female empowerment in the tech industry, contrasting her experiences with the male-dominated environment of Tinder [26][36]. - While the film highlights her success, it also addresses the systemic issues of gender discrimination and harassment in the workplace, providing a deeper reflection on these challenges [28][36].

Tinder, Hinge and Bumble are betting big on the technology https://t.co/aGLxBZfKS7 ...

Core Insights - The biopic "Swiped" about Bumble founder Whitney Wolfe Herd premiered on Hulu, but Wolfe Herd expressed discomfort as she was not involved in the project [1][2][3] - Wolfe Herd's story, which includes her rise from Tinder cofounder to CEO of Bumble and the youngest woman to take a company public, is seen as fitting for Hollywood's trend of dramatizing tech industry narratives [4][5][6] Company Overview - Bumble, co-founded by Wolfe Herd in 2014, is a dating app that empowers women to make the first move, and has gained millions of users while promoting safer online interactions [6][5] - Wolfe Herd became the youngest woman to take a company public in 2021, marking a significant milestone in her career [6] Industry Context - The film industry has increasingly turned to Silicon Valley for inspiration, with projects like Hulu's "The Dropout" and Apple TV+'s "WeCrashed" highlighting the lives of tech entrepreneurs [3][4] - Critics have noted that the film about Wolfe Herd, while entertaining, lacks depth due to the absence of her input, currently holding a 37% rating on Rotten Tomatoes [7]

Group 1 - The biopic "Swiped" features British actor Lily James portraying Whitney Wolfe Herd, the founder of dating app Bumble [1] - The film is set in Silicon Valley during the early 2010s, a pivotal time for the development of dating apps [1] - The narrative explores the cultural shift towards online dating and the impact of swiping mechanics on relationships [1]

Core Insights - Bumble (BMBL) shares fell 8% in after-hours trading following Q2 2025 earnings, highlighting customer retention issues with paying users down 8.7% to 3.8 million and revenues of $248 million, a 7.6% year-over-year decline [1][9] User Retention Challenges - Total users decreased from approximately 58 million in 2023 to 50 million by mid-2025, while paying users on the Bumble app fell 11% to 2.5 million [2] - Average revenue per paying user increased by 1% to $21.69, but this slight gain does not compensate for the loss of subscribers [2] - Management's shift towards prioritizing quality over quantity has had mixed results, with full-price payers now making up 80% of total subscribers, up from 70% in Q1, yet overall user attrition is accelerating [2] Financial Performance - Adjusted EBITDA rose 26% to $94.6 million, achieving a 38.1% margin due to aggressive cost-cutting measures, including a 30% workforce reduction and $100 million in expense cuts [3] - The company holds $262 million in cash and generated $71 million in quarterly cash flow [3] Future Guidance - Q3 guidance indicates further revenue decline, projected between $240 million and $248 million, reflecting a 9% to 12% year-over-year decrease [4][9] - Management did not provide full-year 2025 guidance, acknowledging the need for several quarters to rebuild momentum [4] Competitive Landscape - Match Group (MTCH) and Grindr (GRND) are experiencing similar user retention challenges, but Match Group maintains over 16 million paying users across its brands, showing greater resilience [5] - Grindr's focus on the LGBTQ+ segment may insulate it from broader market trends affecting mainstream apps, while Match Group's diversified approach helps mitigate single-app volatility [6] Share Price and Valuation - Bumble's shares have dropped 21.9% year-to-date, contrasting with the Zacks Computer and Technology sector's growth of 12.5% and the Zacks Internet - Software industry's 19.3% return [7] - The Zacks Consensus Estimate for Q3 revenues is $244.56 million, indicating a 10.62% year-over-year decline, with earnings expected to rise 11.43% to $0.39 per share [11] - Bumble trades at a forward P/E of approximately 18.8x, significantly below the Zacks Internet - Software industry average of 38.87x [12]