Match Group, Inc. (MTCH)
NASDAQ:MTCH
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.65Last Year’s EPS
0.49Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call tilted positive: the company beat Q1 revenue and adjusted EBITDA expectations, demonstrated clear product-led momentum at Tinder with improving engagement metrics (Sparks, retention, registrations) and delivered strong growth and margins at Hinge. These operational gains, along with cost actions, cash generation, and strategic investments (Sniffies), outweigh near-term headwinds from Azar’s App Store disruption, payer declines, and short-term revenue impacts from UX tests and safety rollouts. Management reiterated a path to restore Tinder MAU and full-year targets while maintaining disciplined capital allocation.Company Guidance
Beat Revenue and EBITDA Expectations
Q1 total revenue of $864M, up 4% (flat FXN); adjusted EBITDA $343M, up 25% with a 40% margin. Outperformance driven by Tinder strength and a one-time benefit from Canada’s rescission of its digital services tax (~$11M).
Tinder Leading Indicator Improvement and Stabilizing Engagement
Tinder shows product-led momentum: Sparks down only 1% YoY in March (vs -11% prior year) and Spark coverage +6% YoY in March. MAU declines moderated to -7% YoY in March (slowest in 31 months) and -6.6% in April; DAU improved to -4% in April. Registrations returned to growth (+1% YoY in March) and 30-day retention +1% YoY (U.S. Gen Z women +3%).
Tinder Financial Performance
Tinder direct revenue $455M (+2%, -3% FXN); adjusted EBITDA $237M (+4%) with a 51% margin. RPP increased 7% to $17.56 despite payers declining 5% to 8.6M. Q1 included an estimated ~$5M negative impact from UX tests.
Hinge Strong Growth and Margin Expansion
Hinge direct revenue $194M, up 28% YoY (24% FXN). Payers +15% to 2.0M; RPP +11% to $33.13. Adjusted EBITDA $71M, up 66% YoY with a 36% margin. International launches (Brazil, Mexico and additional markets) are scaling well.
Product Innovation Driving Adoption
New Tinder features show early traction: Astrology Mode ~19% adoption and Music Mode ~8% (mid-March launch); Double Date usage strong among Gen Z (≈1 in 5 global 18–22 users; 1 in 4 U.S. women 18–22). Hinge features (Date Ideas ~9% test adoption, Friends Take, Signals) show promising early results.
Portfolio & Cost Actions Provide Runway
Organizational consolidation (MG Asia into E&E) expected to yield roughly $15M annualized savings (including SBC); winding down Archer expected to save ~ $10M annualized. Total expenses down 5% in Q1; cost of revenue down 11% to 24% of revenue.
Strong Cash Generation and Capital Returns
Ended Q1 with $1B cash; YTD operating cash flow $194M and free cash flow $174M. Repurchased shares ($60M + $22M subsequent repurchases), paid $44M in dividends, and reduced diluted shares outstanding by 5% YoY as of 04/30/2026.
Strategic Minority Investment in Sniffies
Invested $100M for a significant minority stake in Sniffies to expand presence in the non-heterosexual male segment with option to acquire remainder, while redeploying Archer resources—expected strategic upside.
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 |
|---|---|---|---|
May 05, 2026 | $37.65 | $38.00 | +0.93% |
Feb 03, 2026 | $28.72 | $30.42 | +5.92% |
Nov 04, 2025 | $31.17 | $32.79 | +5.20% |
Aug 05, 2025 | $33.14 | $36.62 | +10.50% |
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, Inc. (MTCH) report earnings?
Match Group, Inc. (MTCH) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Match Group, Inc. (MTCH) earnings time?
Match Group, Inc. (MTCH) earnings time is at Aug 04, 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 (Q2) is 0.65.
