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3w ago

Match Group Beats Q4 and Lifts Q1 Outlook as Turnaround Shows Early Traction

Full-year guidance stays cautious due to AI-driven product spending.

Match Group logo and stock graph are seen in this illustration taken, May 1, 2022. REUTERS/Dado Ruvic/Illustration
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Overview

  • Revenue rose to $878 million in Q4, topping estimates, with earnings of 83 cents per share versus 70 cents expected.
  • The company projected Q1 revenue of $850 million to $860 million, with the midpoint above the $853.3 million analyst estimate.
  • Match guided 2026 revenue to $3.41 billion to $3.54 billion, below the $3.59 billion FactSet consensus, citing strategic investments and regional softness, according to CFO Steve Bailey.
  • Paying users fell 5% year over year to 13.8 million, with Tinder payers down about 8%, and CEO Spencer Rascoff said Tinder’s direct revenue declines in 2026 are expected to be similar to 2025.
  • Match set a $60 million budget for AI and product work at Tinder, flagged a one-point impact from the Face Check rollout, and highlighted Hinge growth with payers up 17% to 1.9 million and plans to expand in Argentina, Chile, Peru, and invest more in India.