Grindr (GRND) 2025 Conference September 04, 2025 02:10 PM ET Company ParticipantsVandana Mehta-Krantz - CFOGeorge Arison - CEO & Executive DirectorYgal Arounian - Director - Internet Equity ResearchVandana Mehta-KrantzIf it's hot, it's really going to come in handy.George ArisonWasn't that right? Yeah.Ygal ArounianAll right. Kick it off. Thanks. Thanks everyone for joining. You got all rooting in from the Citi Internet team. Pleased to have with us Grindr CEO George Arison and CFO Anna Krantz. Thanks so muc ...

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Match Group (MTCH) 2025 Conference September 03, 2025 10:50 AM ET Company ParticipantsYgal Arounian - Director - Internet Equity ResearchSteven Bailey - CFOYgal ArounianGood conference. Good. Alright. Looks like we're live. Alright.People still rolling in. Thanks thanks everyone for joining. Igor Runeian from the Citi and Internet team. Pleased to have Match Group CFO, Steven Bailey. Thanks so much for being here with us today.We'll take some q and a towards the end. Mike's go around if if anyone has any qu ...

Dating apps are in crisis. But everyone still wants to join Raya. https://t.co/L6jfv8WO3w ...

Key Takeaways ODDITY Tech Ltd. (ODD) reported impressive second-quarter 2025 results, wherein both net sales and earnings surpassed the Zacks Consensus Estimate. Also, the top and bottom lines increased year over year. Also, direct-to-consumer (DTC) sales improved year over year. Backed by robust top-line growth, expanding innovation investments and a strong liquidity position, ODDITY raised its full-year outlook. The company's ongoing strategy to disrupt the beauty and wellness space through technology, pr ...

Group 1 - Bumble (NASDAQ: BMBL) reported 1Q25 revenue that was largely in line with consensus, which had low expectations heading into the print [1] - The 2Q25 guidance missed consensus expectations, yet shares rose by 20% post-print, indicating a positive market reaction despite the guidance miss [1] Group 2 - Astrada Advisors specializes in investment research across technology, media, internet, and consumer sectors in North America and Asia, focusing on identifying high-potential investments [1] - The firm integrates rigorous fundamental analysis with data-driven insights to provide a nuanced understanding of key trends, growth drivers, and competitive landscapes [1] - Astrada Advisors aims to empower investors with timely research and a comprehensive view of industry dynamics, particularly in volatile markets [1]

Company Overview - Bumble's CEO, Whitney Wolfe Herd, acknowledged that the company's focus on growth led to a decline in user experience, resulting in more mismatches and lower-quality profiles [1] - The company reported a 7.7% decline in total revenue for Q1, from $267 million in 2024 to $247 million in 2025, with Bumble app revenue dropping 6.5% [3] Strategic Changes - Wolfe Herd plans to reduce performance marketing spend and focus on removing low-quality members to improve match quality and user trust [4] - The company aims to develop a personalized matching algorithm using AI to enhance user experience [4] Industry Context - Bumble's stock price has dropped over 90% since its all-time high in February 2021, and the company has undergone significant layoffs, reducing its workforce by about 30% [2] - The dating app industry is facing challenges, with competitors like Match Group also reporting declines in revenue and user numbers, indicating a broader trend of stagnation in the sector [6][7]