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    Bill Kerr • TD Cowen

    Bill Kerr's questions to Match Group Inc (MTCH) leadership

    Bill Kerr's questions to Match Group Inc (MTCH) leadership • Q2 2025

    Question

    Speaking for John Blackledge, Bill Kerr asked about the persistence of weakness in a la carte spending among younger users and the key drivers for Hinge's expected revenue acceleration.

    Answer

    CFO Stephen Bailey confirmed that some macro pressure on Tinder's a la carte revenue from younger users persists but has not worsened. CEO Spencer Rascoff attributed Hinge's expected acceleration to its strong culture and product innovation, highlighting four key drivers: AI-powered features to encourage dates, an enhanced female user experience, improved onboarding, and a significant international expansion opportunity.

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    Bill Kerr's questions to Vimeo Inc (VMEO) leadership

    Bill Kerr's questions to Vimeo Inc (VMEO) leadership • Q2 2025

    Question

    Bill Kerr asked for a description of the generative AI features currently being tested with customers and the potential timeline for a broader rollout. He also inquired about the company's capital allocation strategy, given its significant free cash flow generation and strong cash balance.

    Answer

    CEO Philip Moyer described the new features as 'agentic video,' enabling users to interact with their entire video library via a natural language interface, similar to a 'ChatGPT for Vimeo.' He cited use cases such as finding specific content, summarizing meetings, onboarding employees with curated clips, and integrating video into customer support workflows. On capital allocation, CFO Gillian Munson outlined the three primary options: investing in the business, which is the current focus; pursuing M&A, for which they have a high bar; and executing share buybacks, for which the company maintains an appetite.

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