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LendingTree
LendingTree (TREE) investor relations material
LendingTree 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Leadership transition and company direction
Smooth CEO transition followed a succession plan after the founder's passing, with the new CEO having extensive experience in online performance marketing and internal operations.
A new North Star was set: to become the top destination for shopping financial products, emphasizing diversification across insurance and lending.
The company is positioned as more diversified than competitors, offering a broad range of insurance and lending products.
Insurance segment performance and outlook
Insurance experienced record revenue and VMD in 2025, with expectations for continued records in 2026 across auto, home, and health.
Market health is strong, with carriers expanding into new states and broad-based growth driven by top national brands.
Direct-to-consumer carriers drive most revenue, but local agent products are more profitable.
The total addressable market is estimated at $150B, with online performance marketing still a small but growing share.
Double-digit growth is expected to continue, with significant untapped opportunities for consumer acquisition.
Home lending segment trends
Home lending is highly sensitive to interest rates, with purchase and refi at trough levels, but HELOCs showing growth.
Refinance is more valuable and profitable than purchase, with pent-up demand expected to drive a surge when rates fall below 5.5%.
Operational excellence enabled 20% growth in home business despite a dormant market.
The company remains the clear leader in mortgage products, with improved competitive positioning after industry shakeouts.
What signals the end of the insurance bull market?
Home business growth drivers beyond rates?
Post-debt reduction capital allocation priorities?
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Next LendingTree earnings date
Q4 20252 Mar, 2026
LendingTree
Next LendingTree earnings date
Q4 20252 Mar, 2026
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Frequently asked questions
LendingTree Inc is an online financial services marketplace that connects consumers with lenders and financial service providers. The company offers tools for comparing loans, credit cards, insurance, and banking products. It generates revenue through lead generation and referral services. LendingTree Inc is headquartered in Charlotte, North Carolina, and its shares are listed on the NASDAQ.
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