异动解读 | Match Group夜盘大跌10.14%,Q3营收指引逊预期且E&E业务展望疲软

异动解读
Aug 05

Match Group, Inc.(MTCH)在夜盘交易中股价大跌10.14%,引发了市场的广泛关注。

消息面上,公司发布的第三季度营收指引低于华尔街预期,预计第三季度营收将在8.85亿至8.95亿美元之间,其中值低于分析师预期的8.915亿美元。公司指出,疲软的前景主要归因于其"Everyone Everywhere"业务品牌的持续压力,该业务预计本财年收入将下滑约15%,较此前低两位数下滑的预测进一步恶化。此外,公司还披露E&E(电子产品与娱乐)直接收入预计将出现中高十位数百分比的下降。

与此同时,Tinder正在进行的用户体验测试及产品调整预计将对本财年直接营收造成3000万至4000万美元的负面冲击,进一步加剧了投资者对公司短期增长动能的担忧。尽管Tinder日活跃用户降幅收窄至4%、Hinge月活增长13%等指标释放出积极信号,但这些向好趋势被疲软的财务指引所掩盖,导致夜盘出现抛售压力。

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