随着付费用户数量减少,Bumble预测本季度营收将下滑

路透中文
Aug 06
随着付费用户数量减少,Bumble预测本季度营收将下滑

路透8月5日 - Bumble(BMBL.O周三预测, 第三季度营收将低于华尔街预期,原因是该公司正在进行平台全面改版,以赢回对“滑动匹配”感到厌倦的Z世代用户,而在此期间付费用户数量有所下降。

该公司正通过重新构建的、支持人工智能的“Bumble 2.0”平台重振其服务,该平台旨在让用户体验比传统的滑动式应用更少交易感、更多精心策划感。

具体情况如下:

  • 财报发布后,Bumble股价在盘后交易中下跌5%。

  • 伦敦证券交易所集团(LSEG)汇编的数据,该公司预计第三季度营收将在2.05亿美元至2.13亿美元之间,低于分析师平均预期的2.151亿美元。

  • Bumble运营着以女性为主导的Bumble应用,以及Bumble For Friends和Bumble Bizz,预计第三季度调整后EBITDA为5600万至6000万美元。

  • 该公司第二季度营收较去年同期下降15.2%,至2.105亿美元,与分析师预期的2.104亿美元基本持平。

  • 付费用户总数下降16.4%至320万,而每位付费用户的平均收入则增长1.2%,达到21.96美元。

  • 同业公司Match Group(MTCH.O)周二也预测,其第三季度营收 (link)将低于华尔街预期。

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