Bloomberg Talks · Nov 6, 2026
With George Arison, CEO of Grindr
Photo: Web Summit, CC BY 2.0 via Wikipedia
George Arison, CEO of Grindr, told Bloomberg Talks that the company raised full-year guidance to $560 million in revenue and $236 million in adjusted EBITDA, and now expects to hit its 2027 targets about 12 months early. Most investors still price Grindr as a dating app; George says the growth is coming from a telehealth acquisition and a subscription tier priced three times above anything Grindr has charged before.
"Revenue per patient, if they're with you for a full year, that's $4,800 per patient per year." — George Arison
George co-founded Shift, the online used-car marketplace, and took it public through a SPAC merger in 2020 before being named Grindr's CEO in 2022 ahead of its own public debut the same way.
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Here are the 4 calls that matter.
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Key Takeaways
Grindr pulled its 2027 targets forward about 12 months after raising guidance to $560M revenue and $236M adjusted EBITDA
Freddie, a PrEP telehealth provider, generates $4,800 of revenue per patient a year, with a customer base that overlaps heavily with Grindr's own
The new Edge tier launched at $120 a month, three times Grindr's prior top price, after the company tested charging as much as $375-500
Nearly half of Grindr's US users are 18-29, and the real drop-off George describes is among users 35 and older
Grindr has spent 18 months building out bot detection, and still allows OnlyFans creators who build relationships rather than advertise
1. A Telehealth Pivot
Grindr's clearest step beyond a dating app came last quarter, when it bought Freddie, a profitable PrEP telehealth provider built out in Canada and now expanding into the US.
George says Freddie's customers overlap heavily with Grindr's own user base
"We closed a transaction last quarter buying a company called Freddie, which is a telehealth provider of PrEP." — George Arison
That overlap is why the deal pencils out at scale: a Freddie patient who stays a full year is worth $4,800 in revenue, the figure quoted above, against a subscription business that was already profitable before Grindr bought it.
