Match Group, Inc. (NASDAQ:MTCH) Q3 2021 Earnings Conference Call November 3, 2021 8:30 AM ET Company Participants Bill Archer - Head, Investor Relations and Corporate Development Shar Dubey - Chief Executive Officer Gary Swidler - Chief Financial Officer and Chief Operating Officer Conference Call Participants Mario Lu - Barclays Jason Helfstein - Oppenheimer Cory Carpenter - JPMorgan Shweta Khajuria - Evercore ISI Dan Salmon - BMO Capital Markets Brent Thill - Jefferies John Blackledge - Cowen Youssef Squa ...

As filed with the Securities and Exchange Commission on August 5, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-34148 Match Group, Inc. (Exact name of registrant as ...

Match Group, Inc. (NASDAQ:MTCH) Q2 2021 Earnings Conference Call August 4, 2021 8:30 AM ET Company Participants Bill Archer ??? Head-Investor Relations and Corporate Development Shar Dubey ??? Chief Executive Officer Gary Swidler ??? Chief Operating Officer and Chief Financial Officer Conference Call Participants Cory Carpenter ??? JPMorgan Brent Thill ??? Jefferies Jason Helfstein ??? Oppenheimer Mario Lu ??? Barclays Dan Salmon ??? BMO Capital Markets Shweta Khajuria ??? Evercore ISI Justin Patterson ??? ...

MatchGroup Letter to Shareholders Q2 2021 | August 3, 2021 Second Quarter 2021 Financial Highlights' » Total revenue grew 27% over the prior year quarter to $708 million. » Operating income was $210 million, an increase of 7% over the prior year quarter representing an operating margin of 30%. » Adjusted EBITDA was $263 million, an increase of 15% over the prior year quarter representing an Adjusted EBITDA margin of 37%. » Payers increased 15% to 15.0 million, up from 13.0 million in the prior year quarter. ...

As filed with the Securities and Exchange Commission on May 6, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2021 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ (Exact name of registrant as specified in its charter) (State or other jurisdic ...

Match Group, Inc. (NASDAQ:MTCH) Q1 2021 Earnings Conference Call May 5, 2021 8:30 AM ET Company Participants Bill Archer - Head of IR and Corporate Development Sharmistha Dubey - CEO Gary Swidler - CFO and COO Conference Call Participants Cory Carpenter - JPMorgan Nick Jones - Citi Shweta Khajuria - Evercore ISI Justin Patterson - KeyBanc Capital Markets Alexandra Steiger - UBS John Blackledge - Cowen Ryan Fitzgerald - Wells Fargo Brent Thill - Jefferies Jason Helfstein - Oppenheimer Operator Good morning. ...

As filed with the Securities and Exchange Commission on February 25, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-34148 Match Group, Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delawa ...

Financial Data and Key Metrics Changes - Q4 2020 saw a 19% year-over-year topline growth, a one-point acceleration from Q3 levels [14] - Operating income grew 17% and EBITDA grew 13% year-over-year in Q4, with EBITDA margins at 38% [17] - Total company revenue for the full year reached nearly $2.4 billion, up 17%, with EBITDA close to $900 million, up 15% [18] Business Line Data and Key Metrics Changes - Tinder's direct revenue grew 13%, while non-Tinder businesses saw a 28% year-over-year increase in direct revenue [14] - Average subscribers increased by 1.1 million year-over-year to 10.9 million, representing a 12% growth [15] - Non-Tinder brands collectively showed growth for the third consecutive quarter, with significant contributions from Hinge, Chispa, BLK, and PlentyOfFish [14][15] Market Data and Key Metrics Changes - Revenue growth was balanced geographically, with both North America and international markets contributing 19% year-over-year growth [15] - Indirect revenue grew 35% year-over-year as marketers utilized unspent budgets in Q4 [15] - Subscriber growth was impacted by COVID-related effects in key markets, including India, Brazil, and Western Europe [15] Company Strategy and Development Direction - The company plans to increase investments in trust and safety initiatives, collaborating with third-party organizations and regulators [11] - A focus on evolving user experiences and exploring new use cases for connections is anticipated as online behavior shifts [9] - The company aims to drive growth from newer brands like Hinge, Chispa, and BLK, which are close to profitability [23] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth in 2021, expecting mid to high teens revenue growth despite ongoing COVID challenges [20] - The company anticipates that as vaccines roll out, dating activities will increase, positively impacting app usage [10] - There is uncertainty regarding the impact of Google's new billing requirements and IDFA changes on revenue [26][40] Other Important Information - The company ended Q4 with $739 million in cash and a net leverage ratio of 3.5 times [19] - Capital expenditures for 2021 are expected to be approximately $80 million, primarily for new office space [23] - Stock-based compensation for 2021 is projected to be around $100 million [23] Q&A Session Summary Question: Source of revenue growth slowdown in Tinder and sustainability in 2021 - Management noted that the resurgence of COVID and lockdowns impacted new user acquisition and propensity to pay, particularly in markets like India and Brazil [31] Question: Key drivers of growth in non-Tinder brands - Growth in non-Tinder brands is driven by legacy brands' performance, new brands' user growth, and new revenue initiatives [36] Question: Impact of Google Play payments on gross margin and EBITDA - Management acknowledged potential impacts from Google's policy change in September and ongoing discussions to mitigate costs [41] Question: Balancing ARPU growth and subscriber growth for Hinge - Hinge's strategy includes establishing a strong subscription product while also focusing on user growth and engagement features [47] Question: Improvement in engagement and activity levels in India - Increased mobility in India has correlated with higher activity on platforms, and the company plans to refocus marketing efforts there [60] Question: Investments in trust and safety in emerging markets - The company is actively working on initiatives to improve trust and safety perceptions, particularly in markets like Japan and India [64] Question: Future potential of Asia as a revenue contributor - Asia remains strategically important, with a medium-term target of 25% revenue contribution, focusing on multiple brands and products [70]

Or As filed with the Securities and Exchange Commission on November 6, 2020 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-34148 Match Group, Inc. (Exact name of registr ...

Match Group, Inc. (NASDAQ:MTCH) Q3 2020 Earnings Conference Call November 5, 2020 8:30 AM ET Company Participants Lance Barton - Senior Vice President of Corporate Development, Investor Relations Shar Dubey - Chief Executive Officer Gary Swidler - Chief Financial Officer and Chief Operating Officer Conference Call Participants Kunal Madhukar - Deutsche Bank Benjamin Black - Evercore ISI John Blackledge - Cowen Lauren Cassel - Morgan Stanley Cory Carpenter - JP Morgan Ross Sandler - Barclays Alex Giaimo - Je ...