Grindr Inc. reported fourth‑quarter 2025 results on February 26 2026, showing revenue of $126 million, a 29% year‑over‑year increase that reflects strong demand in its subscription and advertising businesses. Full‑year 2025 revenue reached $440 million, up 28% from the prior year, while adjusted EBITDA margin held steady at 44% for the quarter and the full year, translating to an adjusted EBITDA of roughly $55 million in Q4 and $196 million for the year. Net income for the quarter was $95 million, underscoring the company’s ability to convert revenue growth into profitability.
Management raised its 2026 outlook, projecting revenue above $528 million and adjusted EBITDA above $217 million. The company also announced a $400 million increase to its common‑stock repurchase program, extending the buyback to March 2029 and adding to the $50 million of authority remaining under the original $500 million program. These moves signal confidence in continued growth and a commitment to returning capital to shareholders.
The earnings beat was driven by a mix of higher subscription uptake, a 37% rise in advertising revenue, and the successful launch of Edge, a premium AI‑powered subscription tier that added new pricing power. Cost control initiatives, including streamlined product development and efficient marketing spend, helped maintain the 44% margin despite the company’s investment in AI capabilities and new monetization initiatives such as Woodwork. Pricing tests conducted in 2025 also contributed to the margin improvement, as the company adjusted its fee structure for both users and advertisers.
CEO George Arison said the company delivered “exceptional results” and net income of $95 million, noting that the full‑year adjusted EBITDA of $196 million exceeded the company’s revenue at the time of its IPO. He added that the firm intends to “raise the bar even higher in 2026” by investing in premium experiences, durable core growth initiatives, and stronger platform foundations, all supported by rapidly growing AI capabilities. CFO John North highlighted that the growth was driven by product enhancements, the first price increase since 2018, and continued advertising expansion, with Edge receiving positive user feedback on features such as A‑list and enhanced discovery.
Investors reacted positively to the results, citing the revenue beat and the expansion of the share‑repurchase program as key drivers of confidence. The market’s favorable response reflects the company’s ability to deliver on its guidance and its strategic focus on AI and premium offerings.
The earnings release underscores Grindr’s solid competitive position in the LGBTQ+ dating‑app market, where it faces less direct competition than broader dating platforms. The company’s continued investment in AI, premium experiences, and new monetization channels positions it for sustained growth, while the expanded buyback program signals management’s confidence in the company’s long‑term prospects.
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