Match Group

MTCH

Market cap $7.97B

META's AI-powered engagement, ad growth, and user scale are giving it an edge over Match's dating app expansion.

LOS ANGELES , Nov. 25, 2025 /PRNewswire/ -- Match Group (NASDAQ:  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).

LOS ANGELES , Nov. 24, 2025 /PRNewswire/ -- Match Group (NASDAQ: MTCH) announced today that Jackie Jantos, President & Chief Marketing Officer of Hinge, will participate in a fireside chat at the Raymond James TMT & Consumer Conference on Monday, December 8 at 9:20 a.m. Eastern Time (ET).

Earnings season for Q3 2025 is well underway, but the exuberance from Q2 has faded. According to FactSet, more than 80% of S&P 500 companies reporting so far have beaten analysts' expectations with their Q3 results, but the strength of those beats has been underwhelming.

Match Group, Inc. remains a Buy due to its dominant 30–40% global market share, strong financials, and robust cash flow generation. MTCH Q3 results were mixed: revenue grew modestly, payers declined, but profitability and cash flow remain solid, supporting continued shareholder returns. Management's turnaround efforts are progressing, with user quality improvements and new product traction, though sustainable growth is still developing.

Match Group, Inc. ( MTCH ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Tanny Shelburne - Senior Vice President of Investor Relations Spencer Rascoff - CEO & Director Steven Bailey - Chief Financial Officer Conference Call Participants Cory Carpenter - JPMorgan Chase & Co, Research Division Nathaniel Feather - Morgan Stanley, Research Division Jason Helfstein - Oppenheimer & Co. Inc., Research Division Kunal Madhukar Eric Sheridan - Goldman Sachs Group, Inc., Research Division Ygal Arounian - Citigroup Inc., Research Division Logan Whalley - TD Cowen, Research Division Shweta Khajuria - Wolfe Research, LLC Youssef Squali - Truist Securities, Inc., Research Division Christopher Kuntarich - UBS Investment Bank, Research Division Georgia Anderson Presentation Operator Good day, and welcome to the Match Group's Third Quarter 2025 Earnings Call. [Operator Instructions] Please note, this event is being recorded.

The headline numbers for Match Group (MTCH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Match Group (MTCH) came out with quarterly earnings of $0.82 per share, missing the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.51 per share a year ago.

Tinder experienced another decline in revenue and a 7% drop in paying users, though Chief Executive Spencer Rascoff said certain new product offerings are gaining traction with Gen Z users.

Match Group forecast fourth-quarter revenue below analysts' estimates on Tuesday, underscoring ongoing challenges in its turnaround efforts as the Tinder parent struggles to convert casual swipers into loyal, paying users.