NYSE$GRND

Grindr Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Grindr's Q4 2023 and full year earnings results reported, showcasing revenue growth and strong user engagement.

Grindr Inc. reported its Q4 and full year 2023 financial results, with full year revenue reaching $260 million. The company saw solid growth in paying users and high user engagement, with 121 billion chats sent on the platform during the year.

  • Full year revenue reached $260 million, marking a 33% increase year-over-year.
  • Operating income for the full year was $55 million.
  • Net loss margin for the full year was 21%.
  • Adjusted EBITDA margin for the full year was 42%.

Headline financials

Total Revenue

$72.1M

Previous: $54.5M+32.2%
EPS (adj)

-$0.26

Previous: $0.03-966.7%
Average MAUs

13.0M

Previous: 12.0M+8.3%
Capital Expenditures

-$738K

Previous: $91K-911.4%
Net Income

-$55.8M

Previous: $5.2M-1173.5%
Operating Income

$55M

Previous: $13M+323.1%
Gross Profit

$48.6M

Previous: $40M+21.5%
R&D Expense

$4.35M

No prior period
Stock-Based Comp

$5.23M

Previous: $5.07M+3.2%

Revenue & EPS history

Grindr · Revenue · Quarterly

$72.1M

Q4 2023+32.2%vs Q4 2022
Beat estimate in 4 of 7 quarters(57%)
ActualEstimate

Forward guidance

Grindr anticipates revenue growth of 23% or greater and an adjusted EBITDA margin of 40%+ in 2024.

Tailwinds

  • Strong momentum entering 2024.
  • Robust product roadmap.
  • Growing team.
  • Guidance of 23% or greater revenue growth in 2024.
  • Guidance of 40%+ Adjusted EBITDA margin in 2024.

Headwinds

  • Ability to retain existing users and add new users.
  • Impact of the regulatory environment and complexities with compliance.
  • Ability to address privacy concerns and protect systems and infrastructure from cyber-attacks.
  • Success in retaining or recruiting key personnel, and managing any changes in such roles.
  • Ability to respond to general economic conditions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+2.4%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+1.6%

Avg return

30 days after

65%

13 / 20 earnings

Positive

+19.1%

Q3 2023

Best reaction

-16.0%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.4%+6.0%-21.0%
Q4 2025-2.7%-4.0%+6.2%
Q3 2025+10.7%+8.8%-0.7%
Q1 2025-1.9%-1.4%-4.5%
Q4 2024-16.0%-12.7%-8.1%
Q3 2024+3.9%+1.3%+10.4%
Q2 2024+7.2%+8.3%+7.2%
Q1 2024-3.7%-2.5%-10.0%
Q4 2023+13.3%+15.6%+30.0%
Q3 2023+19.1%+15.5%+46.0%
Q2 2023+7.8%+10.6%+23.3%
Q1 2023-5.5%-6.3%-5.2%
Q2 2022+3.5%+3.5%+4.7%
Q4 2022+2.4%-4.8%-5.6%
Q3 2022+0.2%+0.5%-40.7%
Q1 2022+0.0%+0.1%+0.2%
Q4 2021+0.1%+0.4%+0.1%
Q3 2021+0.1%-0.1%+0.1%
Q2 2021-0.9%-0.6%-0.9%
Q1 2021+0.4%+0.8%+0.9%

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