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    Robert ZellerTruist Securities

    Robert Zeller's questions to Match Group Inc (MTCH) leadership

    Robert Zeller's questions to Match Group Inc (MTCH) leadership • Q1 2025

    Question

    Robert Zeller, on for Youssef Squali, asked about the typical process for a new market rollout, including costs, user growth dynamics, and the revenue ramp-up period.

    Answer

    CEO Spencer Rascoff explained that the process depends on the brand and market complexity, but typically involves a few million dollars in spend. He used the recent launch of Pairs in South Korea as an example, where the company leveraged the existing Match Group Asia go-to-market team, resulting in minimal incremental headcount costs. He described it as a proven playbook that the company has followed globally across its brands and is a key focus for future growth in uncovered geographies.

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    Robert Zeller's questions to Lendingtree Inc (TREE) leadership

    Robert Zeller's questions to Lendingtree Inc (TREE) leadership • Q3 2024

    Question

    Robert Zeller, on for Youssef Squali, asked how LendingTree expects to evolve with the evolution of search and if there was anything to unpack regarding a $4 million settlement litigation cost on the P&L.

    Answer

    CEO Douglas Lebda reiterated that the company works very closely with Google on both SEM and SEO and aims to win its fair share of auctions while not being dependent on any single traffic source. Regarding the litigation charge, he explained it is an accrual for prospective settlements in the normal course of business and should not be given too much weight for any single case.

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