ebitda
—
FY 2020
official guidance
GRINDR INC.
Last · —$15.06-0.41 (-2.65%)live · yahoo · 1h ago
Market cap$2.64B—
P/E · TTM33.1fwd — · eps —
Beta—vs S&P 500
Div yield—annual · TTM
52w range
——
Volume—session
| Revenue | $268.1M |
|---|---|
| Operating income | $75.2M |
| Net income | $44.5M |
| Free cash flow | $74.2M |
| Operating margin | 28.1% |
| Net margin | 16.6% |
| Period | 2026 |
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OpenFilings analyst
Our analyst
Agentic read of the latest earnings call — recommendation updates when we process a new transcript. Research synthesis, not investment advice.
Strong BuyBuyHoldSellStrong Sell
Wait for evidence that Dice and the expanded sales force can restore organic growth.
Hold: Q4 revenue was $37.7 million, down 1% year over year, with Dice down 3%, eFinancialCareers down 6%, and ClearanceJobs up 16%; adjusted EBITDA margin improved to 23%.
The bull case is improving renewal quality, product execution, and ClearanceJobs momentum, but management expects Q1 revenue to remain roughly at Q4’s year-over-year level and FY2020 margin to fall to 20% as sales and engineering investments ramp, leaving the return to growth unproven.
Themes
- Dice Growth Recovery
- Commercial Sales Ramp
- Clearancejobs
- Efinancialcareers Headwinds
- Government Pilots
- Product Innovation
Near term
eFinancialCareers remains exposed to Brexit-related financial recruiting weakness, Hong Kong protests, and coronavirus uncertainty in APAC.
The roughly 20-person Dice commercial new-business team is still ramping, with management citing a three- to four-quarter effectiveness period.
More than a dozen ClearanceJobs government pilots could convert into contracts in Q1 or Q2, but timing and contract values remain unspecified.
FY2020 investment spending should pressure adjusted EBITDA margin toward 20%, while capital expenditures rise with engineering hiring.
Longer term
ClearanceJobs’ sustained double-digit growth and differentiated product capabilities are the clearest structural strength.
Dice’s long-term upside depends on converting larger commercial accounts and reversing customer-count declines; Q4 recruitment-package customers fell 3% year over year while average monthly revenue per customer rose 1%.
The product roadmap—messaging, recruiter profiles, IntelliSearch, and Candidate Match—could shift the platforms from job boards toward higher-value matching marketplaces.
Revenue renewal improved to 81% and customer renewal to 70%, but overall Dice growth has not yet resumed despite extensive product investment.
Red flags
Management did not quantify the revenue contribution or pipeline conversion expected from the tripled commercial sales team, and acknowledged no major near-term Dice improvement.
The CFO could not provide the number of Dice customers at or below the $5,000 annual-revenue threshold, limiting assessment of whether customer losses are genuinely low quality.
The path to margin recovery is qualitative: management expects margins to trend toward prior levels only toward the end of 2020.
eFinancialCareers’ APAC weakness has persisted and worsened through multiple external shocks, with no quantified stabilization plan.
Forward outlook
OpenFilings analyst view from primary-source filings and earnings calls — not investment advice.
Upcoming earnings
9:00 PM UTC+1
Period
Sep 2026
Est. EPS
$0.15
Est. revenue
136.5M
Earnings transcripts
- Motley Fool
Grindr (GRND) Q2 2026 Earnings Call Transcript
GRINDR INC.
- Issuer webcast
Q3 2023 earnings call transcript
GRINDR INC.
- Issuer IR
Q3 2023 earnings call transcript
GRINDR INC.
- Issuer IR
Q3 2023 earnings call transcript
GRINDR INC.
- Issuer webcast
Q2 2023 earnings call transcript
GRINDR INC.
- Issuer IR
Q2 2023 earnings call transcript
GRINDR INC.
Press & signals
- Satelight
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