MTCH
Match Group, Inc.32.22
-0.40-1.23%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Tinder MAU gains, light UX hits
Q&A unpacked Tinder's turnaround with granular MAU gains—South Korea flipped to +2% YoY from -8%, Japan halved to -6%—tied to rec algorithms, Double Date, Face Check, and a Prism-led pivot to bottom-funnel performance marketing over brand ads. UX test revenue hits landed lighter than expected ($6M Q4 vs. higher forecast), with rapid iteration shrinking Face Check's drag from 10% to 1%. Affinity apps shift to vertical profiles for product-market fit, accepting near-term hits; Azar faces Turkey block. Hinge LatAm monetizes gradually like Europe. Management stayed crisp on execution. Patience rules turnarounds. Watch payers as MAU mends.
Key Stats
Market Cap
7.75BP/E (TTM)
15.06Basic EPS (TTM)
2.14Dividend Yield
0.02%Recent Filings
10-K
FY2025 results
Match Group delivered flat FY2025 revenue of $3.5B, with Tinder down 4% y/y to $1.9B on 7% fewer payers despite 3% RPP growth, while Hinge surged 26% to $691M via 18% payer gains and 7% RPP lift. Operating income climbed 6% to $873M, buoyed by lower in-app fees and depreciation, though G&A rose on $75M legal settlements; Adjusted EBITDA dipped 1% to $1.2B. Q4 momentum stayed muted as Tinder prioritized user health over growth, but Hinge accelerated. Year-end debt totaled $4.0B with $499M revolver availability; $789M buybacks and $186M dividends marked steady allocation. Tinder's payers declined.
8-K
Bronstein, Moskowitz join MTCH Board
Match Group announced on February 17, 2026, that tech veterans Manuel Bronstein (ex-Roblox CPO) and Raina Moskowitz (The Knot Worldwide CEO) will join its Board at the 2026 Annual Meeting, replacing Pamela Seymon and Sharmistha Dubey, who are stepping down without disagreements. Bronstein scaled Roblox bookings from $2B to over $6B; Moskowitz tripled Etsy's GMV. Board now refreshed with six new directors in two years. Fresh expertise targets growth amid transformation.
8-K
Q4 beat, dividend up 5%
Match Group posted Q4 revenue of $878M, up 2% Y/Y, with Adjusted EBITDA surging 14% to $370M at 42% margin; full-year revenue held flat at $3.5B while deploying 108% of $1B free cash flow on buybacks and dividends. Hinge direct revenue jumped 26% Y/Y in Q4, yet Tinder dipped 3%. Board hiked dividend 5% to $0.20/share, payable April 21. Guides 2026 revenue flat.
10-Q
Q3 FY2025 results
Match Group posted Q3 revenue of $914M, up 2% y/y yet flat YTD, with Hinge surging 27% on payer gains while Tinder dipped 3%—Hinge now powers momentum. Operating income climbed 5% to $221M, diluted EPS $0.62 (up 22% y/y, reconciled via if-converted Exchangeable Notes adding 13M shares), gross margins firming to 73%. Cash hit $1.1B after $758M operating cash flow (FCF $716M derived), Term Loan repaid, $700M Senior Notes issued, $550M shares bought back. Legal hits weighed on G&A. Tinder faces fierce competition.
IPO
Website
Employees
Sector
Industry