We believe you to definitely Tantan will ultimately catch on in China since the tinder performed in the usa

Inside their income name, they described their figures inside Yuan, however in the article, we’ll fool around with USD. Centered on Morningstar, the new rate of conversion is step one yuan translates to $.15 during the USD, as well as USD rates might be derived using that rates.

Revenue to your one-fourth is $570 mil, off 5% YoY. Functioning earnings was $ million and $ billion leaving out Tantan’s losings. Tantan published $ billion inside money that have an operating loss of $6.88 million. Losing $six.88 mil was off of past year’s death of $ mil, even with a-1% reduced amount of cash YoY. The latest reduced losses is primarily because of improved margins and you can reduced above relating to the layoff out of a massive part of Tantan founders. The importance-additional qualities section, in which pages have enough money a premium variety of each other MOMO and you will Tantan, try up 38% YoY. R&D costs was indeed $ million, many of which is dedicated to boosting its algorithm leading to a high top quality experience. Its newest bucks equilibrium are $step 1.ninety-five billion, right after paying $131.8 billion from inside the dividends and $ mil to Tantan founders to exercise the investment.

It calculated cash for Momo and you can Tantan from $580 mil, also a confident YoY growth figure into the 2nd half 2021. Tantan isn’t likely to change a functional finances from the second half, as they are mostly focused on enhancing the user experience and you will not riding bottom-range growth.


Month-to-month users for Momo was in fact 115.6 mil, upwards 4% YoY. Everyday perception along with achieved a record high. Momo had nine.step 3 mil using pages, a rise in the 8.nine billion they’d last year.

We come across this given that a robust signal you to additional features is thriving in accordance someone on Momo regardless of the de–focus on personal relationships. New good rise in spending profiles and helps which theory.

For Tantan, everyday productive users was in fact down a little YoY down seriously to the newest management choosing to focus on the quality of the new levels instead of the natural number. It did not let you know the actual amount of Tantan DAUs in the possibly one-fourth. The new spending profiles off Tantan was in fact off out of 3.5 mil past quarter to three.one million, primarily due to weaker DAUs.

You want to find these types of data increase through the 2022, and for the reasons given just below, we do think you to definitely profiles will grow.

Tantan is better than tinder

All of our religion lies in the principle you to Tantan has several of use possess that Tinder doesn’t have. For starters, its complex formula was appearing promising very early contributes Nudist dating service to extended and you can high-high quality affiliate correspondence. This new government drew attract off the quantity of pages and toward an equal men so you can women ratio. The first results of their method reveal nothing but vow. Based on the current money label, the new part of new users which might be people is 20% for the December, and you will forty five% during the Q2. To get this when you look at the direction, Tinder enjoys a beneficial 24% lady inhabitants.

Given that the quality of a person feel on the an online dating software is close to totally influenced by the amount of suits and you may the standard of told you suits, we believe the almost equal men to help you female ratio and you can cutting-edge coordinating algorithm promote Tantan a fairly most readily useful unit than just Tinder.

We anticipate Tantan to help you explode from the upcoming ages, specifically when this the new management becomes that which you in check. China keeps whenever 200 billion solitary grownups, and a culture you to definitely places emphasis on matrimony, starting the best window of opportunity for increases.


We think that a beneficial DCF valuation is considered the most suitable in so it such as for example, but some ratios are worth detailing. These rates are good-by conventional metrics that people getting the necessity to are a great screenshot of its FinViz character.