Q1 2025 Lendingtree Inc Earnings Call Transcript

May 1, 2025 / 09:00 PM GMT

Release Date Price: MXN845

Transcript 10-Q8-K

Key Points

Positve

All three business segments of LendingTree Inc (TREE) generated solid revenue growth in the first quarter.
The insurance segment grew revenue by 71% year over year, despite facing challenges.
The small business and personal loan products in the consumer segment showed significant growth, with expectations for record revenue in 2025.
Home equity lending continues to perform well, driven by increased demand from both consumers and lenders.
The company has identified cost savings through a zero-based budgeting process, which will help offset unexpected expenses.

Negative

Adjusted EBITDA came in below forecast due to temporary regulatory headwinds in the insurance business and one-time expenses.
The recovery in the insurance segment has been slower than anticipated, affecting performance.
Prevailing high mortgage rates continue to suppress demand for new home buyers and refinancing.
There is concern about potential headwinds to profitability from tariffs, which could impact demand for customer acquisition.
The student loan business has been declining, and LendingTree Inc (TREE) is not actively marketing it due to low demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TREE.OQ - LendingTree Inc
Q1 2025 Lendingtree Inc Earnings Call
May 01, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the LendingTree Inc. First quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session to ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised to withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Andrew Wessel, senior Vice President of investor relations and corporate development. Please go ahead.

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