Core Viewpoint - Match Group, Inc. has a diversified portfolio and maintains a dominant position in the dating app industry, which helps mitigate the impact of declining users across several of its applications [1]. Company Analysis - The company is recognized for its popular dating app, Tinder, which continues to attract users despite overall declines in user numbers across other apps [1]. - The analyst emphasizes a long-term investment approach focused on fundamentals, indicating a belief in the company's potential for recovery and growth [1]. Industry Context - The dating app industry is characterized by significant competition, but Match Group's diversified offerings provide a buffer against user attrition [1].

Core Viewpoint - Match Group, Inc. (MTCH) is highlighted for its attractive valuation, strong yield, and solid financial condition despite facing ongoing challenges across various segments [1]. Company Analysis - The company has been noted for its strong financial shape, which remains appealing to investors [1]. - Ongoing headwinds are acknowledged, indicating that the company is navigating challenges in its operational segments [1]. Industry Context - The analysis reflects a broader understanding of the investment landscape, with insights drawn from over a decade of research across various sectors, including technology and commodities [2].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year EndDedecember 31, 2025 Commission File No. 001-34148 Match Group, Inc. (Exact name of registrant as specified in its charter) Delaware 59-2712887 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 8750 North Central Expressway , Suite 1400, Dallas, Texas75231 (Address of Re ...

Core Viewpoint - Match Group has announced the addition of Manuel Bronstein and Raina Moskowitz to its Board of Directors, aiming to enhance the company's growth and innovation strategies [1] Group 1: Board Changes - Manuel Bronstein and Raina Moskowitz will join the Board of Directors at the 2026 Annual Meeting of Stockholders [1] - Sharmistha Dubey will not seek reelection, and Pamela Seymon will step down from the Board effective at the same meeting [1] - The company has added six new directors over the past two years, indicating a commitment to evolving the Board [1] Group 2: Profiles of New Directors - Manuel Bronstein previously served as Chief Product Officer at Roblox, where he helped scale the company from approximately $2 billion in bookings to over $6 billion by the end of 2025, and more than tripled daily active users [1] - Raina Moskowitz is currently CEO of The Knot Worldwide and previously served as Etsy's Chief Operating and Marketing Officer, where she oversaw a tripling of Etsy's Gross Merchandise Volume [1] Group 3: Company Strategy - The additions of Bronstein and Moskowitz are expected to provide valuable insights and contributions to support Match Group's focus on innovation and user engagement [1] - The company aims to deepen engagement and support its next phase of global growth through the expertise of its new board members [1]

Core Viewpoint - Match Group (NASDAQ:MTCH) is positioned for growth in the online dating sector, with a price target of $37 set by Cowen & Co., indicating a potential upside of 20.88% from its current price of $30.61 [1][6] Financial Performance - In Q4 2025, Match Group reported earnings per share of $1.06, exceeding Zacks Consensus Estimate by nearly 5%, representing a 29.3% increase year over year [2][6] - Revenues for the quarter increased by 2.1% year over year to $878 million, surpassing expectations by 0.74% [3][6] Growth Drivers - Hinge significantly contributed to revenue growth, with direct revenues rising by 26.3% year over year and the number of payers increasing by 16.5% [3][6] Cost Management - Despite a 5.3% decline in overall payers, Match Group improved its adjusted EBITDA margin to 42.1% as costs decreased by 6.8% [4] - On an FX-neutral basis, revenues remained flat year over year at $860.2 million, with direct revenues at $860.3 million, marking a 1.8% increase [4] Market Activity - Currently, MTCH is trading at $30.61, reflecting a 5.92% increase or $1.71, with a market capitalization of approximately $7.23 billion [5]

Core Insights - Match Group (MTCH) reported Q4 2025 earnings of $1.06 per share, exceeding Zacks Consensus Estimate by 4.95% and showing a 29.3% increase year-over-year [1] - Revenues reached $878 million, a 2.1% year-over-year growth, also surpassing Zacks Consensus Estimate by 0.74% [1] Revenue Breakdown - Direct revenues were $860.3 million, up 1.8% year-over-year, while indirect revenues rose to $17.7 million, a 19.6% increase from the previous year [2] - Hinge was a key driver of revenue growth, with direct revenues increasing by 26.3% year-over-year [2] User Metrics - The total number of payers decreased by 5.3% year-over-year to 13.8 million, missing the Zacks Consensus Estimate by 1.29% [3] - Revenue per payer (RPP) increased by 7.4% year-over-year to $20.72, beating the Zacks Consensus Estimate by 1.91% [3] Segment Performance - Tinder's direct revenues fell by 2.6% year-over-year to $463.8 million, but still surpassed the Zacks Consensus Estimate by 1.51% [3] - Hinge revenues grew by 26.3% year-over-year to $186.5 million, with payers increasing by 16.5% to 1.9 million [4] Regional Performance - Match Group Asia's direct revenues declined by 1.5% year-over-year to $65.6 million, with payers increasing by 3.4% to 1.0 million [5] - Evergreen and Emerging revenues decreased by 6.8% year-over-year to $144.5 million, despite an 8.3% gain in RPP [6] Operating Metrics - Total operating costs and expenses were 67.6% of revenues, decreasing by 6.8% year-over-year to $593.3 million [7] - Adjusted EBITDA was $369.8 million, up 14.2% year-over-year, with an adjusted EBITDA margin of 42.1%, expanding by 450 basis points [7] Financial Position - As of December 31, 2025, Match Group had cash and short-term investments of $1.0 billion, down from $1.1 billion as of September 30, 2025 [8] - Long-term debt was reported at $4.0 billion, a decrease from $4.1 billion [8] Share Repurchase - In Q4 2025, Match Group repurchased 7.3 million shares for $239 million, with $959 million in aggregate value of shares available under the current repurchase program as of January 31, 2026 [9] Guidance - For Q1 2026, Match Group expects revenues of $850-$860 million, indicating 2-3% year-over-year growth [10] - Adjusted EBITDA is projected to be between $315 to $320 million, reflecting a 15% year-over-year increase [10] - For the full year 2026, revenues are expected to be between $3.410 to $3.535 billion, roughly flat year-over-year at the midpoint [11]

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Industry Shift - A significant change is occurring in the tech industry, with investors moving away from software and internet stocks towards semiconductor and chip stocks that are benefiting from the data center boom [1] Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and working in Silicon Valley, providing insights into current industry trends [1] - He has been a contributor on Seeking Alpha since 2017 and has been featured in various web publications, with his articles reaching popular trading apps like Robinhood [1]

Core Insights - Match Group reported revenue of $878.01 million for Q4 2025, a year-over-year increase of 2.1%, with an EPS of $1.06 compared to $0.82 a year ago, exceeding both revenue and EPS estimates [1] Financial Performance - The revenue surprise was +0.74% over the Zacks Consensus Estimate of $871.59 million, while the EPS surprise was +5.37% compared to the consensus estimate of $1.01 [1] - Match Group's stock has returned -2.8% over the past month, contrasting with the Zacks S&P 500 composite's +1.8% change, and currently holds a Zacks Rank 3 (Hold) [3] Key Metrics - Tinder payers were reported at 8.77 million, slightly below the estimated 8.82 million, while total payers were 13.84 million, also below the estimate of 14.02 million [4] - Revenue Per Payer (RPP) for total was $20.72, exceeding the estimate of $20.33, while Tinder's RPP was $17.63, above the estimate of $17.25 [4] - Direct Revenue from Tinder was $464 million, surpassing the estimate of $457.11 million but showing a -2.5% change year-over-year [4] - Indirect Revenue was reported at $18 million, exceeding the estimate of $16.2 million, reflecting a +20% change year-over-year [4] - Direct Revenue from Hinge was $186 million, below the estimate of $192.2 million, but showed a +25.7% year-over-year change [4] - Total Direct Revenue was $860 million, slightly above the average estimate of $854.26 million, representing a +1.8% year-over-year change [4]

Match Group (MTCH) came out with quarterly earnings of $1.06 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.37%. A quarter ago, it was expected that this media and internet company would post earnings of $0.91 per share when it actually produced earnings of $0.82, delivering a surprise of -9.89%.Over the last four quarter ...