Grindr (GRND) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.15

Last Year’s EPS

0.08

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 4 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 07, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a strongly positive operational and financial quarter: revenue (+38% to $130M), adjusted EBITDA growth (+44% to $58M) and raised 2026 guidance point to durable momentum driven by pricing, improved conversion/retention, ad expansion and product/AI initiatives (Edge, gAI). Notable risks include regulatory/age-assurance friction reducing potential MAU growth (~400k estimate), expected deceleration in H2 2026 absent a major product launch, and the multi-year effort to broaden direct brand advertising. On balance, the positive financial performance, margin strength, buybacks, product roadmap and AI productivity gains outweigh the flagged near-term headwinds.

Company Guidance

Grindr raised its 2026 outlook after a strong Q1: revenue grew 38% YoY to $130M, adjusted EBITDA was $58M (up 44%) with a 45% adjusted EBITDA margin and a 21% net income margin; app revenue +33% and ad revenue +68% in Q1. Management now expects at least $535M in revenue and at least $227M in adjusted EBITDA for 2026 (a $10M raise vs. February), with ads running in the mid‑to‑high‑teens% of revenue in 2026 (targeting ~15% in 2027). The company retired 8.3M shares in Q1 and has deployed ~ $140M of repurchases since December with $350M remaining authorization; repurchase settlements will run through Q3. Management said MAU would have been ~400k higher absent age‑assurance and country headwinds, payer penetration has risen from <6% to >8.5% (would be >10% if MAU were static), Edge is expected to command a significant premium and could capture ~0.5–1.0 percentage point of MAU over several years as a major 2027 growth driver, and planned investments will accelerate in Q2 while growth moderates in H2 (particularly Q4) due to comps and pricing anniversaries.

Strong Top-Line Growth

Revenue grew 38% year-over-year to $130 million in Q1 2026, driven by core app strength and pricing changes; company raised full-year 2026 revenue outlook to at least $535 million (a $10 million increase vs February guidance).

Robust Profitability and Margin Expansion

Adjusted EBITDA was $58 million, up 44% year-over-year, with an adjusted EBITDA margin of 45%; reported net income margin of 21% for the quarter.

App and Advertising Revenue Momentum

App-based revenue increased 33% YoY while ad revenue surged 68% YoY; advertising is expected to reach mid-to-high teens percentage of total revenue in 2026 and normalize to ~15% in 2027.

Raised Adjusted EBITDA Guidance

Company raised 2026 adjusted EBITDA outlook to at least $227 million (a $10 million increase from prior outlook), reflecting stronger payer conversion and AI-driven leverage in engineering.

Capital Return Activity

Share repurchases: retired 8.3 million shares in Q1 and deployed approximately $140 million across December and Q1; $350 million remains under current buyback authorization.

Product and Technology Progress (Edge & gAI)

Ongoing product improvements include Right Now, Maps, Health Center, broader deployment/rearchitecture with gAI and global rollout plans for Edge (new premium tier). Early tests indicate Edge can command a significant premium; company targets Edge as a major revenue driver for 2027 and expects potential MAU adoption in the 0.5%–1% range over several years.

Improved User Metrics Despite Pricing

Following pricing changes, churn decreased while activations/reactivations and retention improved—indicating stronger product value and better conversion/retention than expected.

Operational Productivity Gains from AI

Management reports engineering and product teams have become materially more productive (engineers self-reported ~1.5x productivity), allowing smaller teams to produce more and reducing near-term hiring needs while enabling faster feature delivery.

Grindr (GRND) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GRND Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2026	2026 (Q2)	0.15 / -	0.08	―	―	―
May 07, 2026	2026 (Q1)	0.12 / 0.15	0.11	36.36% (+0.04)	―
Feb 26, 2026	2025 (Q4)	0.12 / 0.11	-0.7	115.71% (+0.81)	―
Nov 06, 2025	2025 (Q3)	0.12 / 0.16	0.14	14.29% (+0.02)	―
Jun 30, 2025	2025 (Q2)	0.10 / 0.08	-0.13	161.54% (+0.21)
May 08, 2025	2025 (Q1)	0.08 / 0.11	-0.05	320.00% (+0.16)	―
Mar 05, 2025	2024 (Q4)	0.09 / -0.70	-0.26	-169.23% (-0.44)	―
Nov 07, 2024	2024 (Q3)	0.07 / 0.14	-0.002	7100.00% (+0.14)	―
Aug 08, 2024	2024 (Q2)	0.05 / -0.13	0.128	-201.56% (-0.26)	―
May 09, 2024	2024 (Q1)	0.04 / -0.05	-0.19	73.68% (+0.14)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

GRND Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2026	$13.81	$15.09	+9.27%
Feb 26, 2026	$11.71	$11.38	-2.82%
Nov 06, 2025	$13.59	$15.09	+11.04%
Jun 30, 2025	$22.70	$21.85	-3.74%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.