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Match Group (MTCH)
NASDAQ:MTCH
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.61Last Year’s EPS
0.44Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed cautious optimism: the company reported strong profitability, >$1B free cash flow, aggressive capital returns, and standout growth at Hinge, while providing clear plans and early positive product signals for Tinder's turnaround (improved sparks, spark coverage, registrations). At the same time, near-term revenue pressure persists at Tinder, affinity brands (E and E), and parts of Asia (Azar/Turkey), and the company is accepting short-term revenue trade-offs for long-term user outcome improvements. Guidance implies roughly flat 2026 revenue but continued strong margins and higher free cash flow, reflecting a deliberate, capital-efficient repositioning of the business.Company Guidance
Strong Q4 and Full-Year Profitability
Q4 total revenue was $878M, up 2% (flat FXN), and adjusted EBITDA was $370M, up 14% with a 42% margin; full-year 2025 adjusted EBITDA was $1.2B (down 1%) but margin excluding discrete items would have been 38%, above prior target.
Robust Free Cash Flow and Capital Return
Generated over $1.0B of free cash flow in 2025; returned capital via ~$789M of share buybacks (24.7M shares) and ~$186M of dividends for the year; diluted shares outstanding reduced by 7% year-over-year.
Hinge: Rapid Growth and Margin Expansion
Hinge Q4 direct revenue $186M, up 26% (24% FXN); payers up 17% to 1.9M; RPP up 8% to $32.96; Q4 adjusted EBITDA $67M, up 54% with a 36% margin; full-year revenue $691M, up 26% and adjusted EBITDA up 36%.
Early Product Signal Improvements at Tinder
Leading indicators improved: global sparks decline narrowed from down 11% (Dec 2024) to down 5% (Dec 2025); spark coverage moved from down 1% to up 4% year-over-year; new registrations improved from down 12% (Q2) to down 5% (Q4).
Effective Trust & Safety Initiatives
FaceCheck rollout has led to a >50% reduction in interactions with bad actors in markets where deployed, with only a minimal revenue impact after iteration (initial revenue hit reduced from ~10% to ~1% in one example).
Strong Cash Position and Leverage
Ended Q4 with $1.0B cash, trailing twelve-month gross leverage 3.2x and net leverage 2.4x; guidance targets continued strong free cash flow ($1.085B–$1.135B for 2026, ~+8% YoY).
Geographic and Product Expansion Momentum
Hinge European expansion: over 3.3M MAU in expansion markets (up from 200k at launch) and nearly 50% YoY MAU growth in Europe in 2025; Hinge launched in Mexico and Brazil with early results exceeding expectations and India MAU over 1M, up 40% YoY organically.
MTCH Earnings History
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 |
|---|---|---|---|
Feb 03, 2026 | $28.90 | $30.61 | +5.92% |
Nov 04, 2025 | $31.36 | $32.99 | +5.20% |
Aug 05, 2025 | $33.35 | $36.85 | +10.50% |
May 08, 2025 | $29.86 | $27.00 | -9.58% |
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.
FAQ
When does Match Group (MTCH) report earnings?
Match Group (MTCH) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Match Group (MTCH) earnings time?
Match Group (MTCH) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MTCH EPS forecast?
MTCH EPS forecast for the fiscal quarter 2026 (Q1) is 0.61.
