Core Insights - Meta Platforms (META) and Match Group (MTCH) are leveraging AI to enhance user engagement and drive revenue growth, with META reaching 3.54 billion users globally and Match operating over 45 dating brands, including Tinder [1][9] Group 1: Meta Platforms - META's integration of AI across its platforms is significantly boosting user engagement, leading to increased ad revenues, with a projected total revenue of $56 billion to $59 billion for Q4 2025, reflecting a 20.69% year-over-year growth [5][10] - The time spent on Facebook increased by 5% and 30% on Threads in Q3 2025, with Reels achieving an annual run rate exceeding $50 billion [3][9] - META's AI-powered ad tools surpassed a $60 billion run rate by the end of Q3 2025, indicating strong advertising revenue growth [4][9] - The Zacks Consensus Estimate for META's Q4 2025 earnings is $8.16 per share, showing a 1.75% increase from the previous year [10] Group 2: Match Group - Match Group is targeting an untapped market of approximately 250 million actively dating singles worldwide, which includes 220 million first-time users and 30 million lapsed users, indicating substantial growth potential [6][9] - Tinder is introducing innovative features like the AI-powered Chemistry feature to attract Gen Z users, with early adoption showing promising engagement metrics [7][9] - Match Group expects Q4 2025 revenues between $865 million and $875 million, suggesting a 1-2% year-over-year growth [8] - The consensus estimate for Match's Q4 2025 earnings remains steady at $1 per share, indicating a 21.95% increase from the previous year [11] Group 3: Stock Performance and Valuation - Over the past 12 months, META shares have appreciated by 11.3%, outperforming Match's 2.1% increase [12] - META is considered overvalued with a Value Score of C, while Match is viewed as undervalued with a Value Score of A, trading at 6.93X and 2.19X forward price/sales respectively [15] - Despite both companies holding a Zacks Rank 3 (Hold), META's extensive user base and AI initiatives provide it with a competitive edge over Match [18]

Accessibility StatementSkip Navigation LOS ANGELES, Nov. 25, 2025 /PRNewswire/ -- Match Group (NASDAQ:Â MTCH) announced today that Steven Bailey, Chief Financial Officer of Match Group, will participate in a fireside chat at the Barclays Global Technology Conference on Thursday, December 11 at 2:00 p.m. Eastern Time (ET). A live webcast and replay of the fireside chat will be available at https://ir.mtch.com/investor-relations/news-events/news-events/. About Match Group Match Group (NASDAQ: MTCH), through i ...

Core Insights - The interest in dating apps is declining among younger generations, particularly Gen Z, who are increasingly turning to social media platforms like Instagram and TikTok, as well as offline events, for dating opportunities [1] Group 1: Company Strategies - Bumble is launching a heartfelt campaign featuring real couples and their love stories, aiming to promote genuine connections through its platform [3] - Tinder is adopting a more humorous approach with its 'Dating Scaries' campaign, which highlights negative dating behaviors through the lens of iconic villains from Hindi films and TV shows [4] Group 2: Market Performance - Bumble's stock has significantly dropped to $3 since its Nasdaq listing in February 2021, indicating a severe decline in market confidence [5] - The Match Group, which owns Tinder and Hinge, has seen a 3.3% increase in stock value over the past year, but its market cap remains less than a third of what it was in 2020 [5] Group 3: Campaign Messages - Both Bumble and Tinder's campaigns convey a similar message that true love can be found through dating apps, but they differ in their approach—Bumble focuses on inspiration from real love stories, while Tinder emphasizes avoiding negative dating habits [6]

Try our mini crossword with a business twist: Play Fast Company Mini Crossword LOGIN SUBSCRIBE | Custom Studio advertisement BY Valentina de Andrada Listen to this ArticleMore info 0:00 / 0:00 I think back to freshman year, when my friends and I would cram onto a lumpy dorm-issue twin bed and huddle around one phone, collectively cringing as we swiped through Hinge. That was my first foray into dating apps. It took me a week—and a handful of dead-end chats—before I deleted it. As it turns out, I'm far fro ...

is Magic Group CEO and board member Spencer Rascoff. Spencer, welcome. Um, I'm looking at this report and I'm thinking AI is having an impact both in how you're matching people and how you're having to protect people.So, give us those of us who aren't in the pool anymore. Give us a sense of how AI is affecting the effectiveness of match and how people are using it. >> It's a game changer, John.Uh, we're using AI throughout our product. So, at the top of the funnel in terms of how users create profiles and p ...

Financial Data and Key Metrics Changes - Match Group's total revenue for Q3 2025 was $914 million, up 2% year over year, and up 1% year over year on a foreign exchange-neutral basis [27] - Adjusted EBITDA was $301 million, down 12% year over year, representing an adjusted EBITDA margin of 33% [28] - Excluding a $61 million legal settlement charge, adjusted EBITDA would have been $364 million, up 6% year over year, with a margin of 40% [28] - Payers declined 5% year over year to 14.5 million, while revenue per payer (RPP) increased 7% year over year to $20.58 [27] Business Line Data and Key Metrics Changes - Tinder's direct revenue in Q3 was $491 million, down 3% year over year, with payers declining 7% to 9.3 million and RPP increasing 5% to $17.66 [29] - Hinge's direct revenue was $185 million, up 27% year over year, with payers increasing 17% to 1.9 million and RPP increasing 9% to $32.87 [30] - E&E's direct revenue was $152 million, down 4% year over year, with payers decreasing 13% to 2.3 million, while RPP increased 10% to $22.22 [30] Market Data and Key Metrics Changes - Match Group Asia's direct revenue was $69 million, down 4% year over year, with payers increasing 6% to 1.1 million, while RPP declined 10% to $20.73 [31] - Azar's direct revenue was flat year over year, negatively impacted by an estimated $3 million due to regulatory issues in Turkey [31] Company Strategy and Development Direction - The company is focused on a three-part turnaround strategy: reset, revitalize, and resurgence, with a strong emphasis on product excellence and long-term growth [4] - The marketing strategy aims to fuel category consideration and attract new users through product-led storytelling [5] - Hinge is positioned as a serious dating app, while Tinder aims to be the first dating app for users, targeting different market segments [54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the early investments and improvements in user outcomes, particularly at Tinder and Hinge [40] - The company anticipates a continued focus on user experience and product innovation, with plans for significant product events in 2026 [48] - Management acknowledged potential short-term revenue impacts from user experience testing but emphasized the long-term benefits of improved user outcomes [22] Other Important Information - The company has seen a 60% reduction in user views of profiles identified as bad actors due to the implementation of the Face Check feature [18] - The company plans to fully roll out alternative payments across major apps in Q4, expecting to generate approximately $14 million in savings in Q4 2025 and $90 million in 2026 [23] Q&A Session Summary Question: Can you expand on the green shoots seen across the company and at Tinder specifically? - Management highlighted improvements in user outcomes at Tinder, with a clear mission statement and metrics like Sparks indicating better product efficacy [40] Question: How do you view the impact of user outcome testing on revenue? - Management noted that while some tests may initially hurt monthly active users, the overall stabilization of MAUs is a positive sign [62] Question: What is the expected impact of the $90 million savings on revenue headwinds next year? - Management indicated that the $90 million provides flexibility, but it is too early to determine its necessity to offset potential revenue declines [51] Question: How is Hinge's engagement profile changing with its expansion? - Management confirmed that Hinge's positioning as a serious dating app remains consistent, and its recent launch in Mexico has shown promising early results [54]

Q3 2025 Supplemental Materials February X, 2025 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 20-37 for a reconciliation of the non-GAAP financial measures to their most comparable GAAP m ...

Core Insights - Match Group reported financial results for Q3 2025, achieving revenue expectations and exceeding Adjusted EBITDA expectations, despite a $61 million legal settlement charge [1][3][5] - The company is focusing on innovation and user outcomes, with a strategy aimed at long-term growth and operational efficiency [1][11] Financial Performance - Total revenue for Q3 2025 was $914 million, a 2% increase year-over-year, with Direct Revenue also up by 2% to $897 million [5][6] - Net income rose 18% year-over-year to $161 million, resulting in a Net Income Margin of 18% [5][6] - Adjusted EBITDA was $301 million, down 12% year-over-year, but would have been $364 million (up 6% year-over-year) excluding the legal settlement charge [5][6] - Operating Cash Flow and Free Cash Flow for the year-to-date through September 30, 2025, were $758 million and $716 million, respectively [14] Shareholder Returns - The company repurchased 17.4 million shares at an average price of $32 per share, totaling $550 million, and paid $141 million in dividends, utilizing 97% of free cash flow for capital returns [5][15] - A cash dividend of $0.19 per share was declared, payable on January 21, 2026 [9] Strategic Initiatives - Match Group is executing a $50 million reinvestment plan to enhance user-first features, marketing, and international expansion [1][11] - The company is rolling out AI-driven features like Chemistry for Tinder, which personalizes user matches, and Face Check for enhanced user verification [11] - Hinge is expanding internationally, with launches in Mexico and Brazil, and continues to develop AI-powered features to improve user engagement [11] Legal and Regulatory Developments - The company resolved a decade-long legal case regarding Tinder's age-based pricing practices, allowing it to focus on future growth [2]

Tinder, Hinge and Bumble are betting big on the technology https://t.co/aGLxBZfKS7 ...

Facebook's free dating service has 21 million users, more than the popular dating app Hinge, as the social network reinvents itself. ...