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- **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.


Grindr Inc. (GRND) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GRND

GRND fundamentals

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