Match Group’s Review By Oppenheimer
<p>Oppenheimer analysts provided a review on <a href='https://financialmodelingprep.com/financial-summary/MTCH'>Match Group, Inc. (NASDAQ:MTCH)</a>, reiterating the Perform rating as they expect lower near-term Tinder payers post-price increase. In addition, the revenue effects of this will be delayed since it will only affect new payers.</p>
<p>The analysts now assume a Q1/Q2 Tinder payer net loss of 134,000/43,000 (vs. Street estimate of -96,000/+250,000). Meanwhile, International pricing "optimization" may result in lower prices in some regions, similar to recent Netflix changes, partially offsetting price increases. </p>
<p>In the short run, analysts perceive a risk of execution as Tinder moves towards a premium model by raising subscription fees and investing more in marketing.</p>
<p>The analysts noted that overall web traffic to dating sites continues to show weakness in both EMEA and US, suggesting economic impacts or a maturing market.</p>

NASDAQ:MTCH