Earnings summaries and quarterly performance for Match Group.
Executive leadership at Match Group.
Board of directors at Match Group.
AL
Ann L. McDaniel
Detailed
Director
DC
Darrell Cavens
Detailed
Director
GH
Glenn H. Schiffman
Detailed
Director
KC
Kelly Campbell
Detailed
Director
LR
Laura Rachel Jones
Detailed
Director
MB
Melissa Brenner
Detailed
Director
PS
Pamela S. Seymon
Detailed
Director
SD
Sharmistha Dubey
Detailed
Director
SB
Stephen Bailey
Detailed
Director
TJ
Thomas J. McInerney
Detailed
Chairman of the Board
Research analysts who have asked questions during Match Group earnings calls.
CC
Cory Carpenter
JPMorgan Chase & Co.
4 questions for MTCH
Also covers: ANGI, APP, BMBL +16 more
CN
Curtis Nagle
Bank of America
4 questions for MTCH
Also covers: ACVA, BMBL, CHWY +12 more
Jason Helfstein
Oppenheimer & Co. Inc.
4 questions for MTCH
Also covers: ANGI, BLDE, CART +23 more
Nathaniel Feather
Morgan Stanley
4 questions for MTCH
Also covers: BMBL, CHWY, DUOL +6 more
Shweta Khajuria
Wolfe Research, LLC
4 questions for MTCH
Also covers: BMBL, CART, CHWY +14 more
Ygal Arounian
Citigroup
4 questions for MTCH
Also covers: ANGI, BARK, BMBL +13 more
BB
Benjamin Black
Deutsche Bank AG
3 questions for MTCH
Also covers: APP, BMBL, COMP +10 more
JB
John Blackledge
TD Cowen
3 questions for MTCH
Also covers: AMZN, BMBL, GRND +3 more
Christopher Kuntarich
UBS
2 questions for MTCH
Also covers: APP, COMP, DSP +6 more
Daniel Salmon
New Street Research
2 questions for MTCH
Also covers: NFLX, PINS, RDDT +2 more
RS
Ross Sandler
Barclays
2 questions for MTCH
Also covers: AMZN, CART, DASH +13 more
BK
Bill Kerr
TD Cowen
1 question for MTCH
Also covers: VMEO
Brad Erickson
RBC Capital Markets
1 question for MTCH
Also covers: CVNA, FVRR, GDDY +7 more
CK
Chris Kuntarich
UBS Group
1 question for MTCH
Also covers: APP, BIGC, COMP +6 more
JH
James Heaney
Jefferies
1 question for MTCH
Also covers: APP, EA, IAC +9 more
JS
Jeff Seiner
Deutsche Bank
1 question for MTCH
Also covers: COMP, WBTN
Justin Patterson
KeyBanc Capital Markets
1 question for MTCH
Also covers: ABNB, ANGI, CART +12 more
Kenneth Gawrelski
Wells Fargo & Company
1 question for MTCH
Also covers: ABNB, BKNG, CART +12 more
MK
Mark Kelley
Stifel, Nicolaus & Company, Incorporated
1 question for MTCH
Also covers: CRTO, DV, ETSY +6 more
RC
Robert Coolbrith
Evercore ISI
1 question for MTCH
Also covers: BMBL, CDLX, ETSY +8 more
RZ
Robert Zeller
Truist Securities
1 question for MTCH
Also covers: SSTK, TREE
Recent press releases and 8-K filings for MTCH.
Match Group spins out Overtone and details Tinder turnaround roadmap
MTCH
Management Change
Product Launch
New Projects/Investments
- Match Group announced the spin-out of Overtone, an AI-first dating service led by Hinge founder Justin, and promoted Jackie to CEO of Hinge to ensure leadership continuity.
- Under CEO Spencer since February, Tinder cut 13 % of its workforce, reorganized into autonomous product pods, and shifted focus to user outcomes over short-term monetization, adopting the Sparks metric (six-message back-and-forth) as its primary performance indicator.
- The Face Check safety feature has reduced exposure to bad actors by 60 % and been rolled out across U.S. Tinder, with expected low-single-digit MAU headwinds deemed acceptable for long-term trust enhancement.
- A spring product event will update progress on Tinder’s revitalization phase ahead of a projected 2026–27 resurgence, featuring tests like Project Aurora in Australia and plans to reinvest $90–100 million in App Store fee savings into product and marketing.
Dec 11, 2025, 7:00 PM
Match Group outlines strategic roadmap at Barclays conference
MTCH
Management Change
New Projects/Investments
Product Launch
- Match Group has spun out Overtone, an AI-first dating service led by Hinge founder Justin, and elevated Jackie to CEO of Hinge; Match will remain the largest shareholder with an option to reacquire if Overtone succeeds.
- Under new CEO Spencer, Tinder is shifting from lagging RPP metrics to the Sparks engagement metric (six-message exchanges) as a proxy for meaningful connections to drive retention, MAU growth, and word-of-mouth.
- The Face Check verification feature has reduced exposure to bad actors by 60% in early markets and is now rolling out across Tinder in the U.S., with a low-single-digit MAU/revenue headwind deemed acceptable for long-term safety gains.
- Project Aurora in Australia is testing new UI elements (Modes, Chemistry) alongside targeted marketing; insights will inform 2026 planning, supported by redeploying $90–100 million in app-store fee savings into product and customer acquisition.
Dec 11, 2025, 7:00 PM
Match Group outlines multi-year strategy, spins off AI-driven Overtone
MTCH
Management Change
Product Launch
- Match announced the spin-out of Overtone, an AI-first dating service led by Hinge founder Justin, while elevating Hinge’s president Jackie to CEO to ensure a smooth leadership transition and enable startup agility with shared VC risk.
- Under CEO Spencer since February, Tinder cut headcount by 13%, reorganized into autonomous product pods, and accelerated product releases from bi-weekly to weekly, shifting focus from lagging revenue metrics (RPP, payer growth) to the user-outcome “Sparks” metric—a six-way conversation proxy for meaningful connections.
- The Face Check identity-verification feature, now rolled out across the US at Tinder, has reduced exposure to bad actors by 60%, with an expected low-single-digit revenue impact, and will be tested on other brands without material company-wide effect.
- A dedicated spring event will showcase Project Aurora progress—augmenting Tinder with new Modes, the Chemistry AI feature, and targeted marketing—as part of the ongoing revitalization phase ahead of a 2026–27 resurgence.
- Hinge’s “app designed to be deleted” model and balanced roadmap of AI-driven innovations, monetization, and geographic expansion remain key tailwinds, with further growth initiatives planned for 2026 and beyond.
Dec 11, 2025, 7:00 PM
Match Group announces Hinge CEO transition and spinout of AI venture Overtone
MTCH
CEO Change
New Projects/Investments
- Match Group promotes Jackie Jantos to CEO of Hinge as founder Justin McLeod steps away to launch Overtone, an AI-driven dating service incubated within Hinge throughout 2025.
- The company plans to lead Overtone’s initial funding round in early 2026, securing a substantial ownership stake, with Match Group CEO Spencer Rascoff joining Overtone’s board.
- McLeod will serve as Chairman of Overtone and remain an advisor to Hinge through March to support the leadership transition.
- Under Jantos’s leadership, Hinge is projected to reach $1 billion in revenue by 2027, focusing on continued growth and innovation.
Dec 9, 2025, 9:30 PM
Hinge outlines growth and AI strategy at Raymond James Conference
MTCH
Product Launch
- Hinge emphasizes its “designed to be deleted” philosophy, focusing on helping users find long-term matches quickly through an intentional onboarding process requiring more photos and profile prompts.
- Under CEO Spencer’s leadership, Match Group prioritizes product-driven growth, with Hinge specifically targeting Gen Z through tailored features and marketing channels, driving consistent user and engagement growth.
- The app has launched AI-powered tools such as Prompt Feedback and Convo Starters to improve profile quality, conversation initiation, matching recommendations, and safety detection.
- Hinge is expanding internationally, balancing consistent brand identity with local cultural adaptations, and sees a significant opportunity to monetize women users by adding value to their dating experience.
Dec 8, 2025, 2:20 PM
Match Group reports Q3 2025 results
MTCH
Earnings
Guidance Update
Share Buyback
- Total revenue $914 million (+2% yoy); Adjusted EBITDA $301 million (-12% yoy; 33% margin; ex-charges $364 million, 40% margin).
- Tinder direct revenue $491 million (-3% yoy), payers 9.3 million (-7%), RPP $17.66 (+5%); Hinge direct revenue $185 million (+27% yoy), payers 1.9 million (+17%), RPP $32.87 (+9%), Adj. EBITDA $63 million (+22%).
- YTD share repurchases $550 million (17.4 million shares at $32 avg) and Oct buyback $100 million (3 million shares); raised FY25 free cash flow guidance to $1.11–$1.14 billion.
- Q4 guidance: revenue $865–$875 million (+1–2% yoy; FX-neutral down 1–2%), Adjusted EBITDA $350–$355 million (+9%), margin ~41% midpoint.
Nov 4, 2025, 10:00 PM
Match Group reports Q3 2025 results
MTCH
Earnings
- Total revenue was $914 M, up 2% year-over-year in Q3 2025.
- Net income rose to $161 M (+18% y/y), with a margin of 18%.
- Adjusted EBITDA was $301 M, down 12% y/y, representing a 33% margin.
- Payers averaged 14.5 M (–5% y/y), while revenue per payer increased to $20.58 (+7% y/y).
- YTD operating cash flow reached $758 M and free cash flow was $716 M through September 30, 2025.
Nov 4, 2025, 10:00 PM
Match Group announces Q3 2025 results
MTCH
Earnings
Dividends
Share Buyback
- Match Group reported Q3 2025 total revenue of $914 million (+2% Y/Y, +1% FXN), driven by a 7% increase in RPP to $20.58, partially offset by a 5% decline in payers to 14.5 million.
- Q3 net income was $161 million (+18% Y/Y; 18% margin); Adjusted EBITDA was $301 million (-12% Y/Y; 33% margin), or $364 million (+6% Y/Y; 40% margin) excluding a $61 million legal settlement and $2 million of restructuring costs.
- The board declared a $0.19 per share dividend payable January 21, 2026, and through Q3 repurchased 17.4 million shares for $550 million, deploying 97% of free cash flow.
- Q4 2025 guidance: total revenue of $865–$875 million (+1–2% Y/Y) and Adjusted EBITDA of $350–$355 million (+9% Y/Y), with a 41% margin at midpoint.
Nov 4, 2025, 9:13 PM
Match Group announces Q3 2025 results
MTCH
Earnings
Share Buyback
Legal Proceedings
- Match Group reported Q3 revenue of $914 million, up 2% Y/Y, driven by a 7% increase in RPP to $20.58 and a 5% decline in payers to 14.5 million.
- Net income was $161 million (+18% Y/Y; 18% margin) and Adjusted EBITDA was $301 million (33% margin); excluding a $61 million legal charge and $2 million of restructuring costs, Adjusted EBITDA was $364 million (40% margin).
- Year-to-date through September 30, operating cash flow reached $758 million and free cash flow was $716 million; the company repurchased 17.4 million shares for $550 million and paid $141 million in dividends.
- Executed a $50 million reinvestment plan across marketing, international expansion and user-first features, accelerating product velocity and trust-and-safety enhancements.
- Resolved the decade-old Candelore v. Tinder age-based pricing lawsuit, incurring a $61 million settlement charge and closing the matter.
Nov 4, 2025, 9:11 PM
Match Group expands Tinder facial verification to all new U.S. users
MTCH
Product Launch
Demand Weakening
- Tinder is expanding its Face Check facial verification feature to all new U.S. users, following an initial rollout in California and other countries to combat impersonation and fake profiles.
- The feature requires new users to submit a short video selfie for identity verification against profile pictures; videos are deleted after processing, while an encrypted face map and vector are retained to prevent duplicate accounts.
- Since introduction, Tinder reports a 60% reduction in exposure to potential bad actors and a 40% decrease in related reports, underscoring improvements in platform safety.
- Face Check builds on multi-layered verification (photo verification in 2021, video verification in 2023, government ID checks in 2024) and is planned for extension to other Match Group apps by 2026.
- The expansion comes amid safety and privacy concerns and a 7% drop in paying subscribers in Q2 2025, partly motivating the rollout.
Oct 22, 2025, 2:12 PM
Quarterly earnings call transcripts for Match Group.
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