Consumer Subscription Stocks Q4 Teardown: Bumble (NASDAQ:BMBL) Vs The Rest
Let's dig into the relative performance of Bumble (NASDAQ:BMBL) and its peers as we unravel the now-completed Q4 consumer subscription earnings season.
Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of many online consumer services.
The 8 consumer subscription stocks we track reported a mixed Q4. As a group, revenues beat analysts' consensus estimates by 1.6% while next quarter's revenue guidance was in line.
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 13.2% since the latest earnings results.
Bumble (NASDAQ:BMBL)
Started by the co-founder of Tinder, Whitney Wolfe Herd, Bumble (NASDAQ:BMBL) is a leading dating app built with women at the center.
Bumble reported revenues of $261.6 million, down 4.4% year on year. This print was in line with analysts' expectations, but overall, it was a slower quarter for the company with EBITDA guidance for next quarter missing analysts' expectations.
'Over the past year, we have established a strong foundation for Bumble, building a robust innovation pipeline and instilling a high-performance culture and capabilities to drive results,' said Lidiane Jones, CEO of Bumble Inc.
Unsurprisingly, the stock is down 38.9% since reporting and currently trades at $4.95.
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Best Q4: Duolingo (NASDAQ:DUOL)
Founded by a Carnegie Mellon computer science professor and his Ph.D. student, Duolingo (NASDAQ:DUOL) is a mobile app helping people learn new languages.
Duolingo reported revenues of $209.6 million, up 38.8% year on year, outperforming analysts' expectations by 2.1%. It was a decent quarter: Duolingo's user growth enabled it to beat on revenue and EBITDA. Its full-year revenue guidance also topped Wall Street's estimates. On the other hand, its full-year EBITDA forecast fell short.
Duolingo scored the fastest revenue growth among its peers. The company reported 116.7 million users, up 32% year on year. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 20.9% since reporting. It currently trades at $296.10.
Is now the time to buy Duolingo? Access our full analysis of the earnings results here, it's free.
Weakest Q4: Match Group (NASDAQ:MTCH)
Originally started as a dial-up service before widespread internet adoption, Match (NASDAQ:MTCH) was an early innovator in online dating and today has a portfolio of apps including Tinder, Hinge, Archer, and OkCupid.
Match Group reported revenues of $860.2 million, flat year on year, in line with analysts' expectations. It was a softer quarter as it posted a slight miss of analysts' number of payers estimates and a decline in its users.
Match Group delivered the weakest full-year guidance update in the group. The company reported 14.61 million users, down 3.8% year on year. As expected, the stock is down 16.8% since the results and currently trades at $30.30.
Netflix (NASDAQ:NFLX)
Launched by Reed Hastings as a DVD mail rental company until its famous pivot to streaming in 2007, Netflix (NASDAQ: NFLX) is a pioneering streaming content platform.
Netflix reported revenues of $10.25 billion, up 16% year on year. This number topped analysts' expectations by 1.1%. However, it was a slower quarter as it logged EPS guidance for next quarter missing analysts' expectations.
Netflix scored the highest full-year guidance raise among its peers. The company reported 301.6 million users, up 15.9% year on year. The stock is up 11.9% since reporting and currently trades at $975.82.
Read our full, actionable report on Netflix here, it's free.
Coursera (NYSE:COUR)
Founded by two Stanford University computer science professors, Coursera (NYSE:COUR) is an online learning platform that offers courses, specializations, and degrees from top universities and organizations around the world.
Coursera reported revenues of $179.2 million, up 6.1% year on year. This print surpassed analysts' expectations by 1.6%. Zooming out, it was a mixed quarter as it also produced a solid beat of analysts' EBITDA estimates but EBITDA guidance for next quarter missing analysts' expectations.
The company reported 168 million users, up 18.3% year on year. The stock is down 20.8% since reporting and currently trades at $7.58.
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