EngrAg14 said:
Likely their investments in Disney+ to get it up.
That a huge miss so there has to be something to point to.
They better have a call that rocks some socks! The selloff won't be pretty
EngrAg14 said:
Likely their investments in Disney+ to get it up.
That a huge miss so there has to be something to point to.
Listening to analyst basically everything else was in line with usual some slightly up/down.IrishTxAggie said:EngrAg14 said:
Likely their investments in Disney+ to get it up.
That a huge miss so there has to be something to point to.
They better have a call that rocks some socks! The selloff won't be pretty
Quote:
Match Group (NASDAQ:MTCH) soars 17.4% after reporting Q2
Q2 average subscribers were up 18% Y/Y to $9.08M, above the 8.99M consensus. Average Tinder subscribers were up 37% to 5.2M (estimate: 5.13M). ARPU was up 2% to $0.58 (estimate: $0.59).
Operating margin was 35% versus the 36% consensus.
Adjusted EBITDA beat estimates with $203.5M compared to $193.2M.
The Q3 outlook sees revenue of $535-545M (estimate: $520.57M), EBITDA of $200-205M (estimate: $201M), and the company expects to add more than 400K Tinder subscribers on the quarter.
Match raises its FY forecast to revenue growth in the high teens percentage range (was: mid-teens range) and $770-800M EBITDA (was: $740-790M). Match expects about 1.6M average subscriber additions at Tinder (was: greater than 1M).
leoj said:Quote:
Match Group (NASDAQ:MTCH) soars 17.4% after reporting Q2
Q2 average subscribers were up 18% Y/Y to $9.08M, above the 8.99M consensus. Average Tinder subscribers were up 37% to 5.2M (estimate: 5.13M). ARPU was up 2% to $0.58 (estimate: $0.59).
Operating margin was 35% versus the 36% consensus.
Adjusted EBITDA beat estimates with $203.5M compared to $193.2M.
The Q3 outlook sees revenue of $535-545M (estimate: $520.57M), EBITDA of $200-205M (estimate: $201M), and the company expects to add more than 400K Tinder subscribers on the quarter.
Match raises its FY forecast to revenue growth in the high teens percentage range (was: mid-teens range) and $770-800M EBITDA (was: $740-790M). Match expects about 1.6M average subscriber additions at Tinder (was: greater than 1M).
I'm not ready emotionally yet, but I'd rather meet an Ag when I am.leoj said:
There are a bunch on there, trust me.
You want me doxxed. DAMN YOU! **** IT, I don't care if I am if she's hot.IrishTxAggie said:
They do have a dating thread. It's called the General Board
Irish is married with a fam, so he was being facetious. However, I'm really considering it and your post gives me optimism. Thank you and E for the encouragement.PDEMDHC said:
Good luck Irish and Prognightmare!
I met the future Mrs. PDEMDHC on match and she's an Aggie. Granted she doesn't know a single tradition at A&M when she was there... I'm slowly changing that.
There are a TON of Aggies on there.
IrishTxAggie said:
No I'm not...at least not that I remember. Maybe I should quit drinking.
Yep, and how the heck do they miss on earnings? They must have friends that needed to buy in before Disney + release.Brian Earl Spilner said:
Time to buy MIckey
Agreed, I'm going to be a ho for awhile. Not ready for anything serious.E said:
take it slow and go on as many dates as you can... if that makes sense
No need to rush into anything... except that rebound!
I think it will definitely hit Netflix hard, but I think Netflix has built enough followers of its original content to where they will survive.foleyt said:
Disney announces 12.99 bundle of disney+, Hulu, and ESPN+. It's over, they won.
Their problem is the price they're paying for their original content. I think it was Morgan Stanley that came out not too long ago and said their content costs will be projected to something like $25 billion in 2024. Add that they missed big time on new subs last report and it ain't looking so hot with Disney+ moving into the market. NFLX is going to lose a lot of their top licensed content at the end of this year too I believe.Maximus_Meridius said:I think it will definitely hit Netflix hard, but I think Netflix has built enough followers of its original content to where they will survive.foleyt said:
Disney announces 12.99 bundle of disney+, Hulu, and ESPN+. It's over, they won.
LOL, this thread is quite lively today...Prognightmare said:IrishTxAggie said:
No I'm not...at least not that I remember. Maybe I should quit drinking.
I assumed that you were. If you and I are single at the same time this could lead to some dangerous times. I'll be your wingman but I do have weight limits for the women I bed.
texted my buddy, didn't hear back yet. I'm pretty sure it was a mind boggling number. Several tons in just a few days, and when they got wind of the competition, were even more interested, LOL.E said:
Well... what was the winning number??