Stephen Ju's questions to IAC Inc (IAC) leadership • Q2 2025
Question
Stephen Ju highlighted the massive total addressable market for Care.com and asked what factors are within IAC's control to accelerate growth and what needs to happen at the industry, consumer, and enterprise levels.
Answer
IAC CFO & COO Christopher Halpin acknowledged the large opportunity and outlined the strategy for Care.com. Key factors include improving the product to drive offline users online, introducing new pricing and packaging to better monetize visits, and expanding aggressively into the Senior Care and Pet Care verticals. He noted the primary hurdle has been product and marketing, which the recent relaunch aims to address.