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Grindr (GRND) investor relations material
Grindr Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Company evolution and platform strategy
Pioneered mobile-based local discovery, launching in 2009 and expanding to 190 countries.
Evolved from a dating app to a broader social network for gay people, monetizing various user intentions.
Went public in 2022, with ongoing company building and product-led growth.
Focused on expanding free user base and maintaining a strong advertising business, which accounts for 15-16% of revenue.
User growth, engagement, and MAU dynamics
U.S. survey showed 50% of gay and bi men claimed to have an account, indicating reactivation opportunities.
MAU growth is strong internationally, especially in regions with recent social progress.
MAU is reported by device, not user, and recent cleanups removed hundreds of thousands of unwanted accounts.
Despite removals, MAU grew 6% YoY in Q2, with strong growth among younger demographics.
Product innovation and AI integration
Introduced intention-based features like Right Now and upcoming AI-native experiences such as Discover and Insights.
AI features will be bundled into a new premium tier, positioned above current Extra and Unlimited tiers.
AI-driven features include chat summarization (A-List), targeted profile discovery, and actionable user insights.
AI infrastructure matches leading industry standards, aiming for long-term competitive advantage.
What is the MAU reactivation opportunity?
Detail new non-core product growth initiatives.
Explain the strategy for the new AI premium tier.
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Q3 20256 Nov, 2025
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Frequently asked questions
Grindr Inc. is a technology company that operates a popular social networking app primarily catering to the LGBTQ+ community. The app enables users to connect based on location, facilitating interactions for dating, socializing, and forming communities. In addition to its core app services, the company is involved in initiatives that promote LGBTQ+ awareness and advocacy. The company is headquartered in West Hollywood, California, and its shares are listed on the NYSE.
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