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Bumble Stock: A Clear Sell As User Defection Steepens (NASDAQ:BMBL)
Seeking Alpha· 2025-11-23 03:29
Core Insights - 2025 has been a challenging year for many software and internet stocks, especially small and mid-cap companies that lack direct connections to the AI investment boom [1] - Dating apps have faced significant challenges, experiencing a "double whammy" effect [1] Industry Analysis - The technology sector is currently influenced by various themes, with a notable divide between companies benefiting from AI investments and those that are not [1] - The experience of analysts in both Wall Street and Silicon Valley highlights the evolving landscape of the technology industry [1]
Match: Product Investments May Not Pan Out, While Tanking EBITDA (NASDAQ:MTCH)
Seeking Alpha· 2025-11-19 15:26
The Q3 earnings season has proven to be a bloodbath for a number of companies that are subject to a pullback in consumer spending, and Match ( MTCH ) is no exception. The world's largest dating app company is in the middleWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeki ...
X @The Economist
The Economist· 2025-11-08 11:20
AI in Dating Apps - Dating apps are exploring AI to revitalize user engagement [1] - The technology carries the risk of alienating users further [1]
X @The Wall Street Journal
Dating apps are in crisis. But everyone still wants to join Raya. https://t.co/p1xOf1fDPW ...
X @The Wall Street Journal
Dating apps are in crisis. But everyone still wants to join Raya. https://t.co/SRCe5AYu3x ...
X @The Wall Street Journal
Dating apps are in crisis. But everyone still wants to join Raya. https://t.co/8I63R5et6J ...