I=5
Morgan Stanley expects volatility in key performance indicators and financial metrics for Match Group and Bumble in Q2 and 2025
“The two online dating companies are under new management and are emphasizing faster product development and leaner operations as they attempt to set-up for medium-term user growth,” the analysts said.
“As a result, we expect minimal evidence in the quarter that will help frame the turnarounds’ timing or change of success with industry-wide top of funnel trends pointing to further deceleration,” the analysts said.