What is the revenue and EPS growth rate for Grindr year over year?

What does Grindr do and what are its main business segments?

What is Grindr's gross profit margin?

What guidance did Grindr's management provide for the next earnings period?

Did Grindr beat or miss consensus estimates last quarter?

What is Grindr's latest dividend and current dividend yield?

What were the key takeaways from Grindr's earnings call?

What factors drove the changes in Grindr's revenue and profit?

- **Revenue surge**: 30% YoY to $116M, EBITDA up 37% to $55M.
- **AI-driven growth**: Testing premium tiers for 20-30% of Unlimited users, Gen AI features for engagement.
- **Demographic focus**: 50% of users aged 18-29, organic growth through word-of-mouth.
- **Financial strength**: $51M free cash flow, $450M share buyback, 43%+ EBITDA margin guidance.
- **Ad performance**: 56% YoY growth, cautious on repeatable campaigns.


**【Management Opening Remarks】**
- Tolu Adeofe welcomed participants, highlighted the earnings release, and emphasized forward-looking statements.
- CEO George Arison reported Q3 revenue growth of 30% YoY to $116M, with adjusted EBITDA of $55M (37% YoY growth) and a 47% margin.
- CFO John North detailed financials: GAAP net income of $31M, free cash flow of $51M, and a $450M share buyback program.

**【CEO Commentary】**
- Emphasized product expansion (e.g., Gen AI features, premium tiers) and user engagement through features like Right Now.
- Discussed pricing strategy, balancing accessibility with value-added services, and testing premium tiers for power users.
- Highlighted demographic trends (18-29-year-olds占50% of user base) and focus on organic growth through word-of-mouth.

**【CFO Financial Commentary】**
- Q3 GAAP net income: $31M; Non-GAAP metrics included 25% direct revenue growth and 56% indirect revenue growth.
- Guidance for 2025: Adjusted EBITDA of $191-193M (43%+ margin) and 26%+ revenue growth.
- Noted strong ad revenue performance and cautious outlook on repeatable ad campaigns.

**【Q&A Highlights】**
- Pricing strategy: Minor price increases with minimal impact on conversion rates; premium tier testing for 20-30% of Unlimited users.
- International growth: Focus on localization, marketing in Spanish/Portuguese, and AI-driven features for discreet markets (e.g., India).
- AI initiatives: Gen AI-powered insights, chat summaries, and premium tier features like AI-generated profiles.
- Advertising: 56% YoY growth driven by international partners, but caution on one-time campaigns.


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