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Match Group:Quarterly Results/2025 Q2: Difference between revisions
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* Rascoff said they are about to launch college-specific features to improve college dating experience (Q&A). | * Rascoff said they are about to launch college-specific features to improve college dating experience (Q&A). | ||
* '''Rascoff said their trust and safety initiatives are having positive outcome on users unlike in the past when it led to a decline in users''' (Q&A). "What we're experiencing right now on most of these trust and safety initiatives are having the effect of increasing audience and that's one of the reasons that we're starting to see some of these green shoots in audience and engagement, mid-funnel and bottom funnel metrics because we're reducing the number of false positives that -- of people that -- basically, we're letting in more good people or we're keeping out fewer good people that we otherwise would have been kept out in the past. So that's all been a good tailwind to the metrics over the last couple of months with respect to trust and safety," he said. | * '''Rascoff said their trust and safety initiatives are having positive outcome on users unlike in the past when it led to a decline in users''' (Q&A). "What we're experiencing right now on most of these trust and safety initiatives are having the effect of increasing audience and that's one of the reasons that we're starting to see some of these green shoots in audience and engagement, mid-funnel and bottom funnel metrics because we're reducing the number of false positives that -- of people that -- basically, we're letting in more good people or we're keeping out fewer good people that we otherwise would have been kept out in the past. So that's all been a good tailwind to the metrics over the last couple of months with respect to trust and safety," he said. | ||
===== '''Hinge products''' ===== | ===== '''Hinge products''' ===== | ||
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* The impact on adjusted operating income (AOI) so far in 2025 has been small (around $5 million) given Tinder tests are relatively low percentage and they haven't rolled it at Hinge (Q&A). | * The impact on adjusted operating income (AOI) so far in 2025 has been small (around $5 million) given Tinder tests are relatively low percentage and they haven't rolled it at Hinge (Q&A). | ||
* '''It could equate to $65 million AOI savings opportunity in 2026 when you extrapolate the current test results across all brands and the US (Q&A).''' | * '''It could equate to $65 million AOI savings opportunity in 2026 when you extrapolate the current test results across all brands and the US (Q&A).''' | ||
==== Pricing ==== | |||
* '''Rascoff said they are not planning to increase price as a result of early product success at Tinder since they are prioritizing the recommendation algorithm more towards user outcome and less towards revenue.''' "We're not planning on taking price as a result of this product road map at Tinder." | |||
* Bailey said they '''continue to test various merchandising and monetization strategies that help with pricing and macro pressures''' (Q&A). | |||
==== Outlook ==== | ==== Outlook ==== | ||
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* Bailey said a third of the $50 million that they plan to spend this year will go to Tinder products. Another one-third will go to marketing at Tinder and Hinge while the last one-third will go to geographic expansion at Hinge, Azar, The League, and investments in new growth bets like Archer, Her and a new dating concept (Q&A). | * Bailey said a third of the $50 million that they plan to spend this year will go to Tinder products. Another one-third will go to marketing at Tinder and Hinge while the last one-third will go to geographic expansion at Hinge, Azar, The League, and investments in new growth bets like Archer, Her and a new dating concept (Q&A). | ||
*'''Bailey said they are feeling a lot better about macro in general compared to last quarter''' (Q&A). "But I think at the highest level, we feel much better about the macro environment and impacts on our business than we did a quarter ago. We're not really seeing it aside from some small pressure at Tinder that we mentioned last call," he said. | *'''Bailey said they are feeling a lot better about macro in general compared to last quarter''' (Q&A). "But I think at the highest level, we feel much better about the macro environment and impacts on our business than we did a quarter ago. We're not really seeing it aside from some small pressure at Tinder that we mentioned last call," he said. | ||
==== Market expansion ==== | ==== Market expansion ==== | ||