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    Jason Helfstein • Oppenheimer & Co. Inc.

    Jason Helfstein's questions to Match Group Inc (MTCH) leadership

    Jason Helfstein's questions to Match Group Inc (MTCH) leadership • Q2 2025

    Question

    Jason Helfstein asked if new Tinder features could help better identify and filter out bad actors or disengaged users, thereby improving the overall user experience algorithmically.

    Answer

    CEO Spencer Rascoff affirmed that trust and safety is a critical driver of user satisfaction. He explained that a new integrated trust and safety team is leveraging combined scale and superior AI models to more effectively detect bad actors while also reducing 'false positives' that incorrectly ban good users. He stressed the importance of marketing these safety improvements to enhance brand perception.

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    Jason Helfstein's questions to Roku Inc (ROKU) leadership

    Jason Helfstein's questions to Roku Inc (ROKU) leadership • Q2 2025

    Question

    Jason Helfstein asked if any specific factors held back platform growth during the quarter, given the easier comp, and also inquired if any revenue from the new Amazon DSP partnership is expected in Q4 2025.

    Answer

    CFO Dan Jedda stated there was no particular weakness in the quarter, describing it as exceptionally strong across the board, with the only exception being the continued softness in M&E ad spend, which was expected. Regarding Amazon, he confirmed the integration is on track for completion near the end of Q3, but noted that such deals take time to ramp. While some contribution is factored into the Q4 guide, it is difficult to predict the exact impact.

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