Match Group, Inc. (MTCH) SEC Filings & Earnings Calls
EquiReason read 15 Match Group, Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-08-05 — Match Group reported Q2 2026 revenue of $853.1M (down 1.2% YoY) but operating income rose 26.6% YoY to $245.5M, with Hinge growing 21.5% YoY offsetting declines in Tinder and Every.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 10.5B
- P/E TTM
- 16.2
- Dividend yield
- 1.7%
- 52-week
- —
- Next earnings
- 2 Nov, in 9 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
5 Aug 202610-QMatch Group reported Q2 2026 revenue of $853.1M (down 1.2% YoY) but operating income rose 26.6% YoY to $245.5M, with Hinge growing 21.5% YoY offsetting declines in Tinder and Everyone Everywhere.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $853M | -1% y/y |
| Net income attributable to Match Group, Inc. shareholders · Q2-2026 | $171M | +36% y/y |
| Operating cash flow · H1-2026 | $564M | +29% y/y |
| Free cash flow · H1-2026 | $527M | +29% y/y |
| Tinder Direct Revenue · Tinder · Q2-2026 | $457M | -1% y/y |
| Hinge Direct Revenue · Hinge · Q2-2026 | $204M | +22% y/y |
| Everyone Everywhere Direct Revenue · Everyone Everywhere · Q2-2026 | $179M | -18% y/y |
Risks flagged
Regulatory risk - Apple App Store removal
“During the quarter ended March 31, 2026, Apple removed the Azar app from the Apple App Store following a February 6, 2026 update to Apple’s App Review Guidelines.” · word for word
Debt maturity risk
“In June 2026, at maturity, the Company settled, at par, the outstanding aggregate principal amount of the 2026 Exchangeable Notes, paying $423.9 million.” · word for word
Foreign exchange risk
“Accumulated other comprehensive loss increased to $441.3M from $422.6M due to foreign currency translation adjustments.”
4 Aug 20268-K · 2.02, 7.01, 8.01Match Group Q2 2026 revenue $853M (-1% Y/Y), net income $171M (+36% Y/Y), Adj EBITDA $331M (+14% Y/Y). Tinder DAU declines narrowed to 4%, Hinge revenue +22% Y/Y. Q3 guidance revenue $885-895M, Adj EBITDA $330-335M. Dividend declared $0.20/earningsopen
Figures in the filing · each found in the filing text
| Total Revenue · Q2-2026 | $853M | -1% y/y |
| Net Income · Q2-2026 | $171M | +36% y/y |
| Adjusted EBITDA · Q2-2026 | $331M | +14% y/y |
| Payers · Q2-2026 | 13,250,000 | -6% y/y |
| RPP · Q2-2026 | $21.13 | +6% y/y |
| Free Cash Flow (YTD) · H1-2026 | $527M | |
| Operating Cash Flow (YTD) · H1-2026 | $564M | |
| Diluted Shares Outstanding · 2026-07-31 | 237,000,000 | -5% y/y |
Guidance
Q3 2026 revenue $885-895M (-2-3% YoY); Adjusted EBITDA $330-335M (+10% YoY midpoint)
Q3 guidance implies continued margin expansion despite slight revenue decline; management confident in turnaround.
Risks flagged
Revenue still declining YoY; Payers declining; Tinder turnaround not yet complete.
“Total Revenue down 1% Y/Y; Payers down 6% Y/Y.”
18 Jun 20268-K · 5.02, 5.07Reported the departure of a director or principal officer (CEO/CFO change); submitted matters to a vote of security holdersopen
Risks flagged
Say-on-pay failure may indicate governance or compensation concerns.
“Say on Pay Proposal: 85,252,504 For, 114,012,022 Against.”
6 May 202610-QRevenue $864M (+4% y/y); Net income attributable to Match Group, Inc. shareholders $167M (+42% y/y); Operating cash flow $194M (+1% y/y)open
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $864M | +4% y/y |
| Net income attributable to Match Group, Inc. shareholders · Q1-2026 | $167M | +42% y/y |
| Operating cash flow · Q1-2026 | $194M | +1% y/y |
| Tinder Direct Revenue · Tinder · Q1-2026 | $455M | +2% y/y |
| Hinge Direct Revenue · Hinge · Q1-2026 | $194M | +28% y/y |
| Tinder Payers · Tinder · Q1-2026 | 8,632,000 | -5% y/y |
| Hinge Payers · Hinge · Q1-2026 | 1,957,000 | +15% y/y |
| Tinder RPP · Tinder · Q1-2026 | $17.56 | +7% y/y |
| Hinge RPP · Hinge · Q1-2026 | $33.13 | +11% y/y |
| Adjusted EBITDA · Q1-2026 | $343M | +25% y/y |
Risks flagged
App Store Dependency
“Apple removed the Azar app from the Apple App Store following a February 6, 2026 update to Apple’s App Review Guidelines.” · word for word
Legal/Regulatory Exposure
“The DPC provided us with a preliminary draft decision alleging that certain of Tinder’s access and retention policies... violate GDPR requirements.” · word for word
Payer Concentration Decline
“Tinder Payers decreased 5% to 8,632 from 9,107.”
6 May 2026SC 13D/AStarboard Value LP filed an amended Schedule 13D disclosing a 4.6% activist stake in Match Group, Inc. with additional economic exposure via swaps.open
Figures in the filing · each found in the filing text
| Beneficial ownership percentage · 2026-05-04 | 4.6% | |
| Total economic exposure percentage (swaps) · 2026-05-04 | 0.5% | |
| Aggregate purchase price (Starboard V&O Master Fund) · 2026-05-04 | $106M |
6 May 2026SC 13D/AStarboard Value LP filed an amended Schedule 13D disclosing a 4.6% activist stake in Match Group, Inc. with additional economic exposure via swaps.open
Figures in the filing · each found in the filing text
| Beneficial ownership percentage · 2026-05-04 | 4.6% | |
| Total economic exposure percentage (swaps) · 2026-05-04 | 0.5% | |
| Aggregate purchase price (Starboard V&O Master Fund) · 2026-05-04 | $106M |
5 May 20268-K · 2.02, 7.01, 8.01Board declared a cash dividend of $0.20 per share, payable July 21, 2026 to holders of record July 7, 2026. Routine quarterly dividend.open
Figures in the filing · each found in the filing text
| Dividend per share · Q2-2026 | $0.20 |
30 Apr 2026DEF 14ARevenue $3.50B (+0% y/y); Revenue per Payer (RPP) $20.09 (+5% y/y); Payers 14,200,000 (-5% y/y)open
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $3.50B | 0% y/y |
| Revenue per Payer (RPP) · FY2025 | $20.09 | +5% y/y |
| Payers · FY2025 | 14,200,000 | -5% y/y |
| Net Income · FY2025 | $613M | +11% y/y |
| Adjusted EBITDA · FY2025 | $1.20B | -1% y/y |
| Adjusted EBITDA Margin · FY2025 | 35.0% | |
| Operating Cash Flow · FY2025 | $1.10B | |
| Free Cash Flow · FY2025 | $1.00B | |
| Share Repurchases · FY2025 | $789M | |
| Dividends Paid · FY2025 | $186M |
5 Mar 20268-K · 5.02Reported a director or officer change (departure, election, appointment or pay arrangement)open
Risks flagged
Loss of a senior executive with 15 years tenure could disrupt operations.
“after over 15 years with the Company, Mr. Hosseini has decided to transition” · word for word
26 Feb 202610-KAzar Direct Revenue $156M; Azar Apple App Store revenue share 76; Senior Notes 6.125% due 2033 $700M; Guidance: MG Asia Direct Revenue expected to decline year-over-year in high-single-digits; MG Asia Adjusted EBITDA margin low-to-mid 20%s.open
Figures in the filing · each found in the filing text
| Azar Direct Revenue · MG Asia · FY2025 | $156M | |
| Azar Apple App Store revenue share · MG Asia · FY2025 | 76.0% | |
| Senior Notes 6.125% due 2033 · 2025-12-31 | $700M | |
| 2026 Exchangeable Notes outstanding · 2025-12-31 | $424M | |
| 2030 Exchangeable Notes outstanding · 2025-12-31 | $575M | |
| Credit Facility availability · 2025-12-31 | $499M |
Guidance
MG Asia Direct Revenue expected to decline year-over-year in high-single-digits; MG Asia Adjusted EBITDA margin low-to-mid 20%s. Azar Direct Revenue expected to decline at similar rate.
MG Asia Direct Revenue expected to decline year-over-year in high-single-digits, with Adjusted EBITDA margin low-to-mid 20%s. Azar Direct Revenue expected to decline at similar rate, with Adjusted EBITDA margin slightly below MG Asia. These expectations were as of Feb 3, 2026, before Azar removal, and the actual impact
Risks flagged
Azar App Store removal impact
“On February 22, 2026, Apple removed the Azar app from the Apple App Store. For the year ended December 31, 2025, Azar Direct Revenue was $155.8 million, of which 76% was through Apple’s App Store.” · word for word
Tinder user decline
“Tinder expects revenue to decrease in 2026 at a similar rate to the decrease in 2025.” · word for word
Google partnership expiration
“Our partnership with Google entered into in 2024 is set to expire in the first quarter of 2027. If Google does not reduce its standard in-app purchase fees, we expect that the fees paid to Google will increase.” · word for word
Competition from social media
“Potential competitors also include larger companies, such as social media companies and operators of mobile operating systems and app stores, that could devote greater resources to the promotion or marketing of their services.” · word for word
3 Feb 20268-K · 2.02, 7.01, 8.01Free Cash Flow $1.00B; Share buybacks $800M; Dividends $200M; Guidance: Flat total revenue YoY in 2026, Tinder Direct Revenue decline similar to 2025earningsopen
Figures in the filing · each found in the filing text
| Free Cash Flow · FY2025 | $1.00B | |
| Share buybacks · FY2025 | $800M | |
| Dividends · FY2025 | $200M | |
| Diluted shares outstanding reduction · FY2025 | 7.0% |
Guidance
Flat total revenue YoY in 2026, Tinder Direct Revenue decline similar to 2025
2026 outlook: flat revenue, stable margins, Tinder turnaround still in early stages.
Risks flagged
Tinder Direct Revenue expected to decline similarly in 2026 as product changes prioritize user outcomes over short-term monetization.
“we expect Tinder Y/Y Direct Revenue declines to be similar to 2025 as we continue to make product changes to improve user outcomes” · word for word
Match Group Total Revenue expected to be relatively flat in 2026, indicating limited near-term growth.
“we expect this to result in relatively flat Match Group Total Revenue Y/Y in 2026” · word for word
5 Nov 202510-QMatch Group reported Q3 2025 revenue of $914.3M (+2.1% YoY) and net income of $160.7M (+17.8% YoY), with Hinge growing 27% and Tinder declining 2.5%.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $914M | +2% y/y |
| Net income attributable to Match Group, Inc. shareholders · Q3-2025 | $161M | +18% y/y |
| Free cash flow · 9M-2025 | $716M | +13% y/y |
| Operating cash flow · 9M-2025 | $758M | +12% y/y |
| Tinder Direct Revenue · Tinder · Q3-2025 | $491M | -3% y/y |
| Hinge Direct Revenue · Hinge · Q3-2025 | $185M | +27% y/y |
| Evergreen & Emerging Direct Revenue · Evergreen & Emerging · Q3-2025 | $152M | -4% y/y |
| Match Group Asia Direct Revenue · Match Group Asia · Q3-2025 | $69M | -4% y/y |
Risks flagged
Tinder revenue decline
“Direct Revenue: Tinder $490,613 (2025) vs $503,217 (2024).”
High leverage and debt maturities
“Total debt $4,073,629; current maturities $498,629; long-term debt net $3,547,718.”
4 Nov 20258-K · 2.02, 7.01, 8.01Released earnings results and quarterly financials; issued a Regulation FD disclosure (forward guidance or material update)earningsopen
Risks flagged
Legal settlement impacting Adjusted EBITDA comparison
“exceeded our Adjusted EBITDA goals, excluding a legal settlement”
Match Group, Inc. — questions
- What did Match Group, Inc. file recently?
- 15 SEC filings in the last 12 months. Latest: 10-Q on 2026-08-05 — Match Group reported Q2 2026 revenue of $853.1M (down 1.2% YoY) but operating income rose 26.6% YoY to $245.5M, with Hinge growing 21.5% YoY offsetting declines in Tinder and Everyone Everywhere.
Every figure on this page comes from Match Group, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.