Match sees Q3 2026 revenue of $885 mln to $895 mln, down 2% to 3% Y/Y
Company expects Q3 2026 Adjusted EBITDA of $330 mln to $335 mln, up 10% Y/Y at midpoint
Match expects Hinge to reach $1 bln in revenue in 2027
Overview
U.S. online dating firm's Q2 revenue declined 1% and slightly missed analyst expectations
Adjusted EBITDA rose 14% yr/yr, exceeding company guidance
Company repurchased $245 mln of its shares in first half of 2026
Result Drivers
Tinder engagement - Co said product improvements and updates to recommendation algorithms at Tinder led to stronger user engagement and retention, narrowing DAU and MAU declines
Hinge international growth - Hinge grew revenue 22% yr/yr and global MAU 13% yr/yr, driven by international expansion and product innovation
Decline in payers - Co reported a 6% yr/yr decline in payers, contributing to overall revenue decrease
Analyst coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 7 "strong buy" or "buy", 13 "hold" and no "sell" or "strong sell"
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