The earnings call reflects a positive outlook with significant progress in product innovation and growth at Hinge, along with promising results from alternative payment testing. However, challenges remain with Tinder's revenue decline, ongoing legal costs, and macroeconomic pressures impacting younger users. Overall, the company is making strides in addressing these issues, with a focus on long-term growth and user outcomes.

Company Guidance -

Q3 2025

During the Match Group Second Quarter 2025 Earnings Conference Call, CEO Spencer Rascoff outlined a strategic three-phase turnaround plan focused on revitalizing products and reshaping the company for long-term success. Key metrics highlighted include Tinder's direct revenue of $461 million, a decline of 4% year-over-year, and Hinge's direct revenue growth of 25% year-over-year to $168 million. Match Group's total revenue was $864 million, flat year-over-year, with an adjusted operating income (AOI) of $290 million, down 5% year-over-year. The call emphasized Tinder's new features like Double Date, which showed promising engagement with 92% of users under 30, and Hinge's AI-powered recommendation algorithm driving a 15% increase in matches. CFO Steven Bailey noted an expected 3% year-over-year decline in AOI for Q3, with a focus on reinvesting $50 million in product testing and geographic expansion. The company expects total revenue for Q3 to be $910 to $920 million, marking a 2% to 3% increase year-over-year, and aims for full-year free cash flow between $1.06 billion and $1.09 billion.

Hinge Revenue and Growth

Hinge reported direct revenue of $168 million, up 25% year-over-year. Payers grew 18% year-over-year, signaling strong user growth and continued monetization optimization.

Product Innovation at Tinder

Tinder introduced several product innovations such as Double Date and AI-enabled discovery. Double Date has shown strong early traction with 92% of users under 30 and a higher likelihood of matching.

Positive Trends in User Metrics

User metrics such as registrations and MAU have shown improvement, with the rate of decline significantly lessening over the past quarter.

Alternative Payments Testing

Alternative payments testing on iOS has shown promising results with more than a 30% shift in transactions from IP to the web, resulting in a more than 10% increase in net revenue.

Revenue and Margin Targets

Match Group's total revenue and adjusted operating income exceeded the high end of guidance, with favorable foreign exchange trends contributing positively.

Match Group (MTCH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MTCH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	0.63 / -	0.51	―	―	―
Aug 05, 2025	2025 (Q2)	0.49 / 0.49	0.48	2.08% (+0.01)
May 08, 2025	2025 (Q1)	0.38 / 0.44	0.44	0.00% (0.00)
Feb 04, 2025	2024 (Q4)	0.55 / 0.59	0.81	-27.16% (-0.22)
Nov 06, 2024	2024 (Q3)	0.48 / 0.51	0.57	-10.53% (-0.06)	―
Jul 30, 2024	2024 (Q2)	0.48 / 0.48	0.48	0.00% (0.00)	―
May 07, 2024	2024 (Q1)	0.41 / 0.44	0.42	4.76% (+0.02)	―
Jan 30, 2024	2023 (Q4)	0.49 / 0.81	0.3	170.00% (+0.51)	―
Oct 31, 2023	2023 (Q3)	0.53 / 0.57	0.44	29.55% (+0.13)	―
Aug 01, 2023	2023 (Q2)	0.45 / 0.48	-0.11	536.36% (+0.59)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MTCH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$33.73	$37.27	+10.50%
May 08, 2025	$30.20	$27.31	-9.57%
Feb 04, 2025	$36.04	$33.18	-7.94%
Nov 06, 2024	$37.21	$30.56	-17.87%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.