Guidance Revision & Outlook
Q: How do recent changes impact your guidance and growth outlook?
A: Two main factors changed our guidance: continued softness in top-of-funnel metrics, especially in the U.S., and our decision to pause on monetization features like Premium+ to focus on fundamental work on our revenue strategy. These adjustments led to our updated second-half outlook. We still believe strongly in significant opportunities for payer conversion and monetization ahead. " , "

Decline in User Growth
Q: What's causing the decline in new user growth, particularly in the U.S.?
A: We are seeing weakness in growth of new users, especially in the U.S. mature markets. Reengaged users remain strong, but the softness in top-of-funnel metrics has continued for a few quarters. Competitive dynamics haven't significantly changed; we believe improving the customer experience to be the best in the market will reignite top-of-funnel growth. " , " , " , "

Recovery Timeline & Milestones
Q: How should we think about the recovery timeline and indicators of success?
A: Our reset will take multiple quarters as we focus on ecosystem health, product innovation, and rebalancing our revenue model. We are urgently executing our plan but favor sustainable revenue growth over quick fixes. We'll monitor metrics like ecosystem balance, engagement, and retention and provide progress updates in future quarters. " , " , " , "

Monetization Strategy Shift
Q: Why are you pausing the Premium+ rollout, and how will this affect revenue?
A: We are maintaining Premium+ as is and rebalancing our subscriptions' value. Before overinvesting in Premium+, we want to enhance the free experience and clarify value across tiers, which will improve top-of-funnel metrics, payer conversion, and ARPPU over time. This strategic shift contributes to our adjusted revenue outlook but positions us for sustainable growth. " , " , "

Differentiation & Competition
Q: How will you differentiate amid competitors targeting women users?
A: Our fundamental belief remains that when women have a great dating experience, everyone does. We continue to focus on being the best destination for women. While competitors may introduce similar features, our commitment to customer-centric innovation and safe, healthy platforms for women ensures our differentiation in the market. " , "

Ecosystem Imbalance Resolution
Q: How do you plan to address the ecosystem imbalance?
A: We're taking a multifaceted approach to balance our ecosystem, ensuring a mix of user intents, backgrounds, and generations so users find the connections they're seeking. Techniques include raising the bar for profile creation, tailored marketing strategies, and revenue rebalancing. This helps us create a highly engaged ecosystem aligned in intention. " , "

Geneva Acquisition & BFF Focus
Q: Will you pause BFF and Geneva efforts amid core business challenges?
A: No, we believe friendship and community creation are interconnected with the future of dating, especially for younger users. The Geneva acquisition allows us to engage users seeking community and may become a growth engine in the long haul. It's appropriately sized and aligned with our principles, offering innovation and opportunity for the business. " , "

Impact of Restructuring
Q: Has the earlier restructuring affected your ability to execute the reset?
A: The restructuring aimed to enhance agility and optimize execution. We feel good about where we are now, with the right talent in place to execute our strategy. We have no additional restructuring plans and are well set up to move forward. "

Marketing Spend Adjustments
Q: What changes are you making to sales and marketing investments?
A: We believe we have the right allocation of dollars. We'll optimize and tailor our marketing strategy based on market maturity, focusing on reengagement in mature markets and effective digital performance marketing in emerging markets. In Q3, marketing spend will be slightly less than Q2, but we intend to increase it again in Q4. "

Advertising Monetization Plans
Q: How will you balance ad monetization without hurting user experience?
A: Our approach to advertising is anchored in our customer-centric product delivery. We'll offer ad space to partners that add value to our customers' dating journey, being selective and scaling over time. We see significant revenue upside while enhancing the overall dating experience, benefiting both our customers and the business. "