Financial Data and Key Metrics Changes - Grindr raised its 2025 revenue guidance to a growth rate of 26% or better, reflecting strong performance in the first quarter and confidence in ongoing initiatives [10][11] - EBITDA margins are expected to remain stable throughout the year, influenced by numerous initiatives and AI-related costs [10][11] Business Line Data and Key Metrics Changes - The company reported significant success with its weekly subscription tier and boost offerings, which have been described as "absolute home runs" [8] - Grindr's user engagement metrics are notably high, with users sending 31 billion chats in 2024 and an average engagement time exceeding 60 minutes [4][5] Market Data and Key Metrics Changes - Approximately 75% of Grindr's monthly active users (MAUs) are located internationally, indicating a strong global presence [15] - The company sees potential for growth in international markets, which are currently under-monetized compared to the U.S. market [53][54] Company Strategy and Development Direction - Grindr is focused on expanding its product roadmap, with over 30 to 40 new products and initiatives planned for 2025, including AI-driven features [9][42] - The company aims to enhance user experience and community engagement, which is integral to its business model [40] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's resilience in the face of potential economic downturns, citing the community's strong engagement and higher income demographics [56][58] - The management is bullish on the potential for monetization growth, particularly in international markets, and is exploring new product offerings to enhance user engagement [54][55] Other Important Information - Grindr is investing in AI technologies to improve both user experience and internal efficiencies, with a focus on chat AI and other features [34][36] - The company is actively hiring in key areas such as AI, machine learning, and product development to support its growth strategy [22][24] Q&A Session Summary Question: How does Grindr differentiate itself from other dating apps? - Grindr's broader use case and high engagement metrics set it apart, with a focus on community connectivity and user experience [3][4] Question: What is the outlook for revenue and EBITDA growth? - The company has set long-term targets of 20% to 25% annual revenue growth and 39% to 42% EBITDA margins, with current performance tracking positively [11][12] Question: How does Grindr plan to increase payer conversion? - The company is focused on enhancing the value proposition of its offerings to encourage users to transition from free to paid subscriptions [17][21] Question: What are the expectations regarding App Store fees? - Grindr is exploring options to potentially reduce App Store fees but acknowledges the complexities involved in building out direct payment systems [44][48] Question: What is the potential for international market growth? - Management is optimistic about international monetization opportunities, noting that many markets are currently under-monetized compared to the U.S. [51][53] Question: How would Grindr fare in a consumer downturn? - The company believes it may be more resilient due to its community-based model and the higher income levels of its user base [56][58]

Grindr (GRND) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Tolu Adeofe - Director - IRGeorge Arison - CEO & Executive DirectorVandana Mehta-Krantz - Chief Financial OfficerLogan Whalley - VP - Equity ResearchEric Sheridan - Managing Director Conference Call Participants None - Analyst Operator Good afternoon. My name is Krista, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Grindr First Quarter twenty twenty five Earnings Conference C ...

Grindr (GRND) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Krista, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Grindr First Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to turn the conference over to Tolu Adiosse, Grindr's Head of Investor Re ...

此前，该公司依赖的是初创公司Ex-human Inc.提供的聊天机器人（技术）。 采用亚马逊和Anthropic开发的众多人工智能（AI）工具来开发开发自家的"Wingman"（亲密关系/僚 机）产品。 LGBTQ约会品牌Grindr从自家产品路线图推出"A-List"功能。 ...