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配对集团股份有限公司(MTCH)于TD Cowen第54届科技、媒体与电信会议发表演讲记录
2026-05-28 · via All Articles on Seeking Alpha

配对集团(MTCH) TD Cowen 第54届科技、媒体&电信会议 公元二零二六年五月廿七日 上午九时零五分 EDT

与会公司

Steven Bailey - 首席财务官

演讲

未知分析师

诺。旦日,诸君安好。吾等欣然迎马奇集团首席财务官史蒂文·贝利于此会。谢君莅临,吾等感念于心。

史蒂文·贝利
首席财务官

然。

质疑问答之期

无名分析师

初试 Tinder。诸君称一季报中参与度指标有所进益,尤见 Sparks 指标之降势渐缓。君等以为,Tinder 所现何种先兆,乃知其渐趋稳定,乃至或可再加速之轨迹乎?然,吾辈自此始之。

史蒂文·贝利
首席财务官

全然弃却安隅之策。常理尔当行之。欲行耶?弗欲耶?吾将继之。或可俟诸终焉。歉矣,吾等——无碍。

然也,故观之,吾思如此。一者非独一量也,实乃论题之证也。故谓领先指标渐善,斯使斯帕克斯与斯帕克斯覆盖(Sparks and Sparks Coverage,六方之议,意蕴相连)乃先动之机。此乃吾辈素所思者。继而吾等言,论题在,此将导致迟滞指标或核心用户量之增。今已见其成。月活跃用户(MAUs)自减十增至减七。是证领先指标之论,即产品体验之善,将化为核心用户量之增。留存亦增,是核心用户量之一也。

吾辈复言