Match Group CFO Steven Bailey on Tinder's turnaround strategy, IRL events and winning over Gen Z

Ann Berry is joined by Steven Bailey, CFO of Match Group, to unpack Tinder’s turnaround strategy, its push to win back Gen Z, Match's expansion into in-person events and why the company is prioritizing the user experience over short-term monetization.

00:00 Steven Bailey, CFO of Match Group, joins
01:14 Tinder's rebrand explained
02:05 Cost of rebranding Tinder
04:02 Tinder Events: the new experiential feature
08:56 Balancing resources between Tinder and Hinge
09:44 Match Group's brand framework
11:29 Payer penetration at Tinder vs. Hinge
13:56 E&E: centralizing shared infrastructure
15:11 Cost savings from the E&E platform
16:13 Match Group's acquisition strategy
16:57 Inside the Hers and Salams acquisitions
18:34 Breaking down the $60 million budget
20:45 AI features and user adoption
23:07 AI-powered recommendation algorithms
24:04 AI's role in monetization
26:05 Payer declines vs. MAU trends
27:05 Free cash flow and shareholder returns
28:17 Outro and upcoming episodes

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