Match Group (NASDAQ:MTCH) is one of the best communication services stocks according to Hedge Funds. On January 5, Shweta Khajuria from Wolfe Research reaffirmed her stance on Match Group (NASDAQ:MTCH), giving a Buy call. Khajuria revised her price target from $42 to $43, implying about 32% upside. adult, anywhere, app, application, chat, close, closeup, dating, digital, display, female, find, finder, girl, hand, holding, lifestyle, looking, love, lovers, match, meeting, men, mobile, mobility, new, onlin ...

With a market cap of $7.5 billion, Match Group, Inc. (MTCH) operates a global portfolio of dating and social connection platforms across four segments: Tinder, Hinge, Evergreen and Emerging, and Match Group Asia. The company owns well-known brands such as Tinder, Hinge, Match, OkCupid, and Plenty of Fish, offering services in over 40 languages to users worldwide. The Dallas, Texas-based company is expected to announce its fiscal Q4 2025 results soon. Ahead of this event, analysts predict MTCH to report a ...

RT TBPN (@tbpn)Worldcoin is integrating with Tinder.On the one hand, people are definitely creating fake profiles with AI, and buffing them with fake profiles elsewhere. Proof of human is useful.On the other hand, if you have a Worldcoin verified badge, you might be seen as a nerd. https://t.co/E2XNT1JI7b ...

Investment Rating - The report gives a "Buy" rating for the company with a target price of HKD 14.5, compared to the current price of HKD 10.54 [4][6]. Core Insights - The company, Chi Zi Cheng Technology, is a leading global social entertainment platform from China, focusing on diverse social experiences for users from various cultural backgrounds, primarily in the Middle East and North Africa [1][15]. - The company has achieved significant revenue growth, with a 40% year-on-year increase in revenue for the first half of 2025, reaching RMB 3.181 billion, and a net profit of RMB 489 million, corresponding to a net profit margin of 15.4% [1][25]. Summary by Sections Company Overview - Chi Zi Cheng Technology has transitioned from a tool-based application to a diversified social product matrix, focusing on global social entertainment [15][16]. - The company has established a strong localized operational team with around 800 members across more than 20 countries, implementing a "China-led, local-driven" collaborative model [2][19]. Social Business Strategy - The company's core social business, which is expected to account for over 70% of total revenue by 2024, employs a "bush" product matrix strategy, including products like MICO, YoHo, TopTop, and SUGO [2][35]. - The company has successfully integrated acquisitions, such as Blue City Brothers, to enhance its presence in the diverse social market, with Blue City's MAU reaching approximately 7.45 million [2][3]. Innovative Business Growth - The company is developing a second growth curve through innovative businesses, including premium mobile games and social e-commerce, with the flagship game "Alice's Dream: MergeGames" showing over 60% revenue growth in 2024 [3][4]. - The social e-commerce segment is expanding, with acquisitions enhancing user demographics and engagement [3][4]. Financial Forecast and Valuation - The company is projected to achieve revenues of RMB 69.0 billion, 84.1 billion, and 97.0 billion for the years 2025, 2026, and 2027, respectively, with net profits of RMB 9.5 billion, 12.4 billion, and 14.9 billion, reflecting growth rates of 97.0%, 31.3%, and 19.7% [4][5]. - The report highlights the company's strong localization strategy and successful "product + country" replication strategy, positioning it well in emerging social entertainment markets [4][5].

Dallas, Texas-based Match Group, Inc. (MTCH) is an online dating and social discovery company with a market cap of $7.7 billion. It owns and operates a diversified portfolio of well-known dating platforms, including Tinder, Hinge, Match.com, OkCupid, Plenty of Fish, and Meetic. Companies valued at $2 billion or more are typically classified as “mid-cap stocks,” and MTCH fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the intern ...

NEW DELHI: The Delhi High Court on Tuesday deferred the hearing in Apple Inc.’s challenge to India’s revised competition law provisions that allow penalties to be calculated on a company’s global turnover, pushing the matter to 27 January 2026.A bench comprising Chief Justice Devendra Kumar Upadhyaya and Justice Tushar Rao Gedela adjourned the proceedings after senior advocate Abhishek Manu Singhvi, appearing for Apple, sought time to respond to a joint affidavit filed by the Centre and the Competition Comm ...

Match Group FY Conference Summary Company Overview - **Company**: Match Group (NasdaqGS:MTCH) - **Date of Conference**: December 11, 2025 Key Points Industry and Company Developments - **Spin-out of Overtone**: Match Group announced the creation of a new AI-first dating service called Overtone, led by Justin, the former CEO of Hinge. This structure allows for faster growth and the ability to bring in venture capitalists to share risks associated with the startup [5][12][14] - **Leadership Changes**: Jackie has been elevated to CEO of Hinge, with a strong track record in the company, ensuring a smooth transition [12][13] Strategic Focus and Changes - **User-Centric Approach**: Under CEO Spencer, the company has shifted focus towards user outcomes, restructuring the organization and reducing management layers to enhance product velocity [22][23] - **Tinder's Revitalization**: The company is in a revitalization phase, aiming to improve Monthly Active Users (MAU) and revenue growth through new features and user-focused strategies [32][37] Metrics and Performance Indicators - **Sparks Metric**: A new key performance indicator focusing on meaningful user interactions, which is expected to lead to improved retention and MAU growth [28][57] - **Face Check Initiative**: A trust and safety feature that has reduced exposure to bad actors by 60%, although it may impact MAU and revenue in the short term [41][66] Financial Outlook - **App Store Fee Changes**: Potentially $100 million in savings from App Store fee changes could be reinvested into customer acquisition and product improvements [44][50] - **Long-term Investments**: The company is committed to making necessary investments for long-term success, focusing on EBITDA and free cash flow optimization [50][51] Competitive Landscape - **Gen Z Engagement**: The company is exploring new modes and features to cater to Gen Z users while maintaining the core swipe experience [54][55] - **Market Opportunities**: There are significant opportunities in both re-engaging previous users and attracting new users who have not yet adopted dating apps [78][80] Challenges and Risks - **Trust and Safety Concerns**: Ongoing efforts are required to maintain user trust and safety, which is a significant barrier for new users entering the dating app market [65][66] - **Balancing Innovation and Monetization**: The company aims to balance product innovation with monetization strategies, learning from Hinge's success in user engagement [69][70] Future Plans - **Hinge's Growth Strategy**: Hinge will continue to focus on user outcomes, product innovation, and geographic expansion as part of its growth strategy for 2026 and beyond [68][70] Conclusion Match Group is actively restructuring and innovating its product offerings to enhance user experience and drive growth. The focus on user outcomes, strategic leadership changes, and new metrics like Sparks are expected to play a crucial role in revitalizing Tinder and expanding Hinge's success in the competitive dating app market.

Starboard’s exit highlights a deeper shift at Match Group—one that begins with Tinder’s slowdown but ultimately centers on how the company turns engagement into cash.What happenedAccording to a filing with the Securities and Exchange Commission dated November 14, 2025, Starboard Value LP sold 4,241,537 shares of Match Group (MTCH 0.62%) during the third quarter. The fund’s new position stands at 11,070,379 shares, valued at $391.01 million as of September 30, 2025. The position moved from 10.20% to 7.36% of ...

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 - Hinge founder Justin McLeod is stepping down as CEO to launch a new AI-powered dating service called Overtone [1][2] - Jackie Jantos, the current president and chief marketing officer of Hinge, will take over as CEO [1] - Hinge is projected to reach $1 billion in revenue by 2027, indicating strong company momentum [2] Company Transition - McLeod will remain as an advisor to Hinge until March [2] - Overtone aims to enhance personal connections using AI and voice tools [2] - Match Group plans to lead Overtone's initial funding round in early 2026 and will maintain a significant ownership stake in the new venture [3] Leadership and Support - Match Group CEO Spencer Rascoff will join Overtone's board, highlighting the company's commitment to supporting McLeod's new venture [3][4] - The transition reflects Match Group's strategy to incubate new ideas within its existing brands [4]