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.
6 questions for MTCH
Also covers: ANGI, APP, BMBL +16 more
Jason Helfstein
Oppenheimer & Co. Inc.
6 questions for MTCH
Also covers: ANGI, BLDE, CART +23 more
Nathaniel Feather
Morgan Stanley
6 questions for MTCH
Also covers: BMBL, CHWY, DUOL +6 more
Shweta Khajuria
Wolfe Research, LLC
6 questions for MTCH
Also covers: BMBL, CART, CHWY +14 more
BB
Benjamin Black
Deutsche Bank AG
5 questions for MTCH
Also covers: APP, BMBL, COMP +10 more
CN
Curtis Nagle
Bank of America
4 questions for MTCH
Also covers: ACVA, BMBL, CHWY +12 more
Daniel Salmon
New Street Research
4 questions for MTCH
Also covers: NFLX, PINS, RDDT +2 more
JB
John Blackledge
TD Cowen
4 questions for MTCH
Also covers: AMZN, BMBL, GRND +3 more
RS
Ross Sandler
Barclays
4 questions for MTCH
Also covers: AMZN, CART, DASH +13 more
Ygal Arounian
Citigroup
4 questions for MTCH
Also covers: ANGI, BARK, BMBL +13 more
Brad Erickson
RBC Capital Markets
3 questions for MTCH
Also covers: CVNA, FVRR, GDDY +7 more
Christopher Kuntarich
UBS
2 questions for MTCH
Also covers: APP, COMP, DSP +6 more
BK
Bill Kerr
TD Cowen
1 question for MTCH
Also covers: VMEO
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: AOS, APP, EA +10 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
LW
Logan Wyllie
TD Cowen
1 question for MTCH
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 announces Q4 2025 results
MTCH
Earnings
Guidance Update
Share Buyback
- Match Group reported Q4 revenue of $878 M (up 2%, FXN flat) and adjusted EBITDA of $370 M (42% margin), driven by Tinder ($464 M, down 3%) and Hinge ($186 M, up 26%) performance.
- Full-year 2025 revenue was $3.5 B (flat), adjusted EBITDA $1.2 B (35% margin; 38% ex-discrete items), with free cash flow of $1 B, share buybacks of $789 M, and a 7% reduction in diluted shares outstanding.
- 2026 guidance includes Q1 revenue of $850–860 M (up 2–3% as-reported, down 1%–flat FXN) and adjusted EBITDA of $315–320 M, and full-year revenue of $3.41–3.535 B (flat) with adjusted EBITDA of $1.28–1.325 B (37.5% margin).
- In Q4, Match Group repurchased 7.3 M shares for $239 M and paid $45 M in dividends; the board raised the quarterly dividend by 5% to $0.20 per share.
1 day ago
Match Group reports Q4 2025 results and 2026 guidance
MTCH
Earnings
Guidance Update
Share Buyback
- Match Group delivered $878 million in Q4 revenue, up 2% (flat FX-neutral), and $370 million of adjusted EBITDA, up 14% with a 42% margin.
- In Q4, Tinder direct revenue was $464 million (–3%), Hinge revenue was $186 million (+26%), E&E brands generated $145 million (–7%), and Asia revenue was $66 million (–2%).
- Generated $1 billion of free cash flow in 2025, repurchased 7.3 million shares for $239 million, and paid $45 million in dividends in Q4.
- Q1 2026 revenue is guided to $850–860 million (+2%–3% YoY), and full-year 2026 revenue is expected at $3.41–3.535 billion (flat YoY) with adjusted EBITDA of $1.28–1.325 billion.
1 day ago
Match Group reports Q4 2025 results
MTCH
Earnings
- Total revenue of $878 M in Q4, up 2% year-over-year (FXN flat).
- Net income of $210 M (24% margin), up 32% Y/Y, and Adjusted EBITDA of $370 M (42% margin), up 14% Y/Y.
- Free cash flow of $308 M in Q4; FY 2025 FCF of $1,024 M representing 83% conversion.
- Segment highlights: Tinder direct revenue $463.8 M (–3% Y/Y) with RPP $17.63 (+5%); Hinge direct revenue $186.5 M (+26% Y/Y) with payers of 1.886 M (+17% Y/Y).
1 day ago
Match Group announces Q4 2025 results
MTCH
Earnings
Guidance Update
Share Buyback
- Q4 total revenue was $878 million, up 2% (flat FXN), with Adjusted EBITDA of $370 million (+14%) and a 42% margin.
- Tinder Q4 direct revenue of $464 million (−3%), payers down 8% to 8.8 million, RPP up 5% to $17.63, and Adjusted EBITDA margin of 55%.
- Hinge Q4 direct revenue grew 26% to $186 million, payers up 17% to 1.9 million, RPP up 8% to $32.96, and Adjusted EBITDA margin of 36%.
- 2026 guidance calls for flat total revenue of $3.41–$3.535 billion, Adjusted EBITDA of $1.28–$1.325 billion (37.5% margin), and free cash flow of $1.085–$1.135 billion.
1 day ago
Match Group announces Q4 2025 and full-year results
MTCH
Earnings
Guidance Update
Dividends
- Q4 2025 total revenue was $878 million (up 2% Y/Y; flat FXN), with net income of $210 million (+32% Y/Y; 24% margin) and adjusted EBITDA of $370 million (+14% Y/Y; 42% margin).
- Full-year 2025 total revenue was $3.5 billion (flat Y/Y; FXN-neutral), net income $613 million (+11% Y/Y; 18% margin), adjusted EBITDA $1.2 billion (–1% Y/Y; 35% margin; +6% ex-discrete items), and free cash flow $1.0 billion, of which 108% was returned via share buybacks, dividends, and equity settlements, reducing diluted shares by 7% Y/Y .
- The Board declared a $0.20 per share quarterly dividend (5% increase), payable April 21, 2026, to holders of record as of April 7, 2026.
- 2026 outlook: Q1 revenue of $850–860 million (+2–3% Y/Y) and adjusted EBITDA of $315–320 million; full-year revenue of $3.41–3.535 billion (flat Y/Y) and adjusted EBITDA of $1.28–1.325 billion.
1 day ago
Match Group reports Q4 and full-year 2025 results
MTCH
Earnings
Guidance Update
Dividends
- In Q4 2025, Match Group delivered $878 million in revenue (up 2% Y/Y), $210 million in net income (up 32% Y/Y), and $370 million in adjusted EBITDA (up 14% Y/Y; 42% margin).
- For the full year 2025, the company posted $3.5 billion in total revenue (flat Y/Y), $613 million in net income (up 11% Y/Y), and $1.2 billion in adjusted EBITDA (down 1% Y/Y; 35% margin).
- Looking ahead, Match Group expects Q1 2026 revenue of $850–$860 million (2–3% Y/Y growth) and adjusted EBITDA of $315–$320 million (15% Y/Y increase), and full-year 2026 revenue of $3.41–$3.54 billion with adjusted EBITDA of $1.28–$1.33 billion.
- The Board declared a $0.20 per share quarterly dividend (5% increase) payable April 21, 2026, and the company repurchased 24.7 million shares for $789 million, deploying 108% of free cash flow on buybacks, dividends, and equity settlements.
1 day ago
Match Group’s Tinder Performance Expected to Outperform in Q4 2025
MTCH
Revenue Acceleration/Inflection
Demand Weakening
- Apptopia’s MPI shows a material improvement in Tinder’s year-over-year growth in Q4 2025, suggesting performance may exceed consensus expectations.
- US Tinder downloads are down 4.2% YoY with sequential gains since Q2 2025; daily active users are down 7.5% YoY, but overall engagement is rising—average time per DAU up 5.1% YoY and +0.7% QoQ for female users.
- Among Gen Z users (17–25), Tinder’s average time per DAU increased 13.9% YoY, indicating stronger engagement from younger cohorts.
- Hinge faces headwinds: US downloads declined 4.1% YoY despite a 7.1% YoY rise in DAUs, with average time per DAU down 29.7% YoY for younger users and 25.4% YoY for male users.
2 days ago
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
Quarterly earnings call transcripts for Match Group.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more