Price Target Set by Cowen & Co.: Cowen & Co. has set a price target of $37 for Match Group (NASDAQ:MTCH), indicating a potential upside of 20.88%.Q4 2025 Earnings Highlights: Match Group reported earnings per share of $1.06, a 29.3% increase year over year, with revenues rising 2.1% to $878 million.Hinge's Growth Contribution: Hinge's direct revenues increased by 26.3% year over year, with a 16.5% rise in the number of payers.Match Group (NASDAQ:MTCH) is a leading provider of online dating services, operati ...

Key Takeaways Match Group posted Q4 EPS of $1.06, beating estimates, while revenues rose 2.1% Y/Y to $878 million.MTCH's quarterly performance was driven by Hinge, with direct revenues up 26.3% Y/Y and payers rising 16.5%.MTCH expanded adjusted EBITDA margin to 42.1% as costs fell 6.8% despite a 5.3% Y/Y decline in payers.Match Group (MTCH) reported fourth-quarter 2025 earnings of $1.06 per share, which surpassed the Zacks Consensus Estimate by 4.95%. The bottom line grew 29.3% from the year-ago quarter’s r ...

A sea change is occurring in the tech industry, where investors are dumping software and internet stocks and instead chasing up the semiconductor and chip stocks that are supplying the data center boom. While it's true thatWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seek ...

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]

We are reinvesting savings from last year's workforce reductions and alternative payments initiative into Tinder and Hinge product and marketing to drive long-term growth and shareholder value. Together, we expect this to result in relatively flat Match Group total revenue year over year in 2026 and adjusted EBITDA margins broadly in line with last year's, excluding the discrete items we've discussed. Now let me go a level deeper on Tinder. The most important leading indicators we track for product efficacy ...

Match Group (NasdaqGS:MTCH) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Company ParticipantsSpencer Rascoff - CEOSteven Bailey - CFOTanny Shelburne - Head of Investor RelationsConference Call ParticipantsBenjamin Black - AnalystBrad Erickson - AnalystCory Carpenter - AnalystDan Salmon - AnalystJason Helfstein - AnalystJohn Blackledge - AnalystNathan Feather - AnalystRoss Sandler - AnalystShweta Khajuria - AnalystOperatorWelcome to the Match Group 4th Quarter 2025 earnings conference call. All partic ...

Financial Data and Key Metrics Changes - In Q4 2025, Match Group reported total revenue of $878 million, up 2% year-over-year, and flat on a foreign exchange neutral basis [19] - For the full year 2025, total revenue was $3.5 billion, flat both as-reported and FXM [20] - Adjusted EBITDA for Q4 was $370 million, up 14%, with an adjusted EBITDA margin of 42% [20] - For the full year 2025, adjusted EBITDA was $1.2 billion, down 1%, representing a margin of 35% [20] - Free cash flow for 2025 was $1 billion, with a significant portion returned to shareholders through buybacks and dividends [25] Business Line Data and Key Metrics Changes - Tinder's Q4 direct revenue was $464 million, down 3%, with payers declining 8% to 8.8 million [21] - Hinge's Q4 direct revenue was $186 million, up 26%, with payers increasing 17% to 1.9 million [21] - E&E's Q4 direct revenue was $145 million, down 7%, with payers down 14% to 2.1 million [22] - Match Group Asia's Q4 direct revenue was $66 million, down 2% [23] Market Data and Key Metrics Changes - Globally, new registration trends improved significantly, with a decline of only 5% year-over-year in Q4 compared to a 12% decline in Q2 [8] - Monthly Active Users (MAU) declined 9% year-over-year in Q4, an improvement from a 10% decline in Q3 [8] - In 15 countries, MAU declines improved by at least 2 points, representing about one-third of Tinder's global MAU [8] Company Strategy and Development Direction - The company is focused on a three-phase transformation: reset, revitalize, and drive resurgence, with user outcomes prioritized [3] - Tinder's product roadmap for 2026 aims to address Gen Z pain points, focusing on relevance, match quality, and safety [10] - Hinge is expanding into new markets, including Mexico, Brazil, Argentina, Chile, Peru, and India, with strong user growth and revenue momentum [15] Management's Comments on Operating Environment and Future Outlook - Management expects Tinder's direct revenue declines in 2026 to be similar to 2025 due to ongoing product changes [5] - The company anticipates continued strong direct revenue growth at Hinge while facing headwinds in other segments [5] - Management is optimistic about the turnaround at Tinder, citing improvements in user engagement metrics [9] Other Important Information - The company plans to host its first-ever product event for Tinder in March 2026 to showcase upcoming features and innovations [11] - A cash dividend of $0.20 per share has been declared, representing a 5% increase from the previous dividend [26] Q&A Session Summary Question: Early learnings from Project Aurora and its impact on user metrics - Management shared that Australia saw significant improvements in user metrics due to product enhancements and marketing strategies [40][41] Question: Engagement improvements in 15 countries - Management noted that improvements in recommendation algorithms, Double Date, FaceCheck, and marketing contributed to MAU growth in key countries [49][50] Question: Measuring relevance for women and its impact on payers - Management highlighted that initiatives like Double Date have improved female user engagement and retention, which is expected to translate into payer growth over time [58][61]

Match Group (NasdaqGS:MTCH) Q4 2025 Earnings call February 03, 2026 05:00 PM ET Speaker0Welcome to the Match Group 4th Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press star then 2. Ple ...

Q4 2025 Supplemental Materials FEBRUARY 3, 2026 February X, 2025 Q4 2025 | SUPPLEMENTAL MATERIALS Disclosures and Definitions Non-GAAP Financial Measures This presentation includes certain non -GAAP financial measures in addition to financial measures presented in accordance with U. S. GAAP. These non -GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. See pages 20 -38 for a reconciliatio n of the non ...

Key Takeaways Internet Software companies saw mixed Q4 2025 revenues as enterprises stayed cautious on IT spending.Cloud adoption, SaaS subscriptions and AI features supported customer engagement and renewals.Software consolidation, pricing pressure and macro headwinds weighed on growth across the industry.Internet Software industry stocks' fourth-quarter 2025 results are anticipated to reflect evolving enterprise software adoption patterns, subscription model resilience and ongoing platform consolidation t ...