Match group is huge and owns Tinder, right? The biggest dating app in the world. And comparatively, Bumble's market cap is quite small. Does Bumble have to overtake match group in order to be a success? I don't think so. They've eaten some share in terms of the market overall. But I think the pie is growing enough that it's not a winner take all scenario.
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided
- The slow roll of AI and how investors need to be patient with new tech efforts.
- Why Alphabet may have more good days ahead of it when the advertising market rebounds.
- The legacy of Alphabet CFO Ruth Porat
(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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