Bumble Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
We have Whitney and Anu from Bumble. Thank you for joining us.
So we'll kick off with two bigger-picture topics, the dating industry and macro. Starting with dating. There's a lot of debate around industry saturation, TAM. I think partly due to the largest brand in the category struggling, also less of a post-COVID recovery for the industry than perhaps expected.
Questions & Answers
Whitney, as someone who's been in the industry for over a decade, how do you think about industry penetration and growth opportunity from here?
So I think two things to set the stage. According to this amazing Stanford graph, I don't know how many of you have seen it, but should find a way for you to see it. It basically shows that almost 6 in 10 couples are actually meeting online now, and that is up
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