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Grindr Inc. (GRND) Q3 2024 Earnings Call Transcript Summary

Grindr Inc. (GRND) Q3 2024 Earnings Call Transcript Summary

Grindr Inc. (GRND) 2024年第三季度業績發佈會記錄摘要
富途資訊 ·  2024/12/30 20:33  · 電話會議

The following is a summary of the Grindr Inc. (GRND) Q3 2024 Earnings Call Transcript:

以下是Grindr Inc. (GRND) 2024年第三季度業績發佈會文字記錄的摘要:

Financial Performance:

財務表現:

  • Grindr reported a 27% year-over-year increase in total revenue for Q3, reaching $89 million.

  • Adjusted EBITDA margin stood at 45%, with a direct revenue increase of 25% year-over-year to $77 million.

  • Indirect revenue from advertising grew 43% from the previous year, reaching $12 million due to strong demand growth.

  • The company highlighted a significant increase in average monthly active users by 8% year-over-year to 14.6 million, and average paying users by 15% to 1.11 million, with average direct revenue per paying user up 8% to $23.07.

  • Grindr報告第三季度總營業收入同比增長27%,達到8900萬。

  • 調整後的EBITDA利潤率爲45%,直接營業收入實現同比增長25%,達到7700萬。

  • 廣告的間接收入同比增長43%,達到1200萬,主要得益於強勁的需求增長。

  • 該公司強調,平均月活躍用戶數同比增長8%,達到1460萬,平均付費用戶數增加15%,達到111萬,平均每位付費用戶的直接營業收入增長8%,達到23.07美元。

Business Progress:

業務進展:

  • Grindr expanded testing of the 'Right Now' feature and launched a 'feed' feature within it.

  • The new 'Interest' tab was launched, centralizing inbound interest and increasing user engagement by over 150%.

  • 'Roam' feature is now live globally, aiding users in moving their profiles to different locations.

  • Introduced AI-powered 'Wingman' and enhanced app stability by resolving legacy bugs.

  • Plans for future features focusing on user engagement and monetization, as well as improvements in user experience through product developments.

  • Grindr擴展了「現在就來」功能的測試,並在其中推出了一個「動態消息」功能。

  • 新的「興趣」標籤已經推出,集中管理來自用戶的興趣,用戶參與度提升超過150%。

  • '漫遊'功能現已在全球上線,幫助用戶將他們的個人資料遷移到不同的位置。

  • 推出了人工智能驅動的「助手」,並通過解決遺留問題增強了應用的穩定性。

  • 計劃未來的功能,專注於用戶參與度和貨幣化,以及通過產品開發改善用戶體驗。

Opportunities:

機會:

  • Grindr anticipated further revenue growth, based on the successful expansion of 'Right Now' and other user engagement features.

  • Optimistic about the adoption of new product features such as 'Roam' and AI initiatives, which could drive additional user growth and retention in 2025.

  • 基於「現在就來」和其他用戶參與功能的成功擴展,Grindr預計將進一步增加營業收入。

  • 對新產品功能如「漫遊」和人工智能項目的採用持樂觀態度,這可能在2025年推動額外的用戶增長和保留。

Risks:

風險:

  • Potential user sensitivity to monetization changes, given the robust free product offering that defines Grindr's user base.

  • As product modifications are made, especially around the free and premium service boundaries, reaction from the user community could affect engagement or revenue streams.

  • 考慮到Grindr用戶群體的強大免費產品提供,用戶對貨幣化變化的潛在敏感性。

  • 隨着產品修改的進行,特別是圍繞免費和高級服務的界限,用戶社區的反應可能會影響參與度或營業收入。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更全面的細節,請參閱IR網站。 文章僅供投資者參考,不構成任何指導或推薦建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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