"But mobile-only Tinder and OkCupid won't necessarily see the same pace of paid-subscription adoption or the same average revenue per user. Moreover, many Tinder users may already be paying for Match.com or OkCupid. This could cannibalize revenue. And to the extent Tinder relies on advertising, its revenue will also be more cyclical."
I strongly agree with the Journalist. For me it is clear the IAC (IACI) acquired FriendScout24 (old and obsolete site) and HowAboutWe (as gift) because they do not want to innovate. They want to squeeze their big databases to get all the juice (money) from the wallets of the daters.
Please see this information from Alexa and Compete, they show their sites reached operating ceiling!
The Online Dating Industry is performing like the Pharmaceutical and Cosmetic Industry before the USA Food and Drug Administration was created. There is no/weak Legislation, no ID verification, low reliable background checks, no Quality Norms. No one compatibility matching method is Scientifically Proven. The entire Online Dating Industry for serious daters in 1st World Countries is a HOAX, performing as a Big Online Casino, with a low effectiveness/efficiency level of their matching algorithms (less than 10%). In the same range as searching by your own. The Online Dating Industry needs Innovations, but the innovations the Online Dating Industry needs will come from only one source: the latest discoveries in theories of romantic relationships development with commitment.
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.