EarningsQ2 2026 Earnings Report
MX:MTCH1 Q2 2026 EPS Results
Actual EPS$11.88
Consensus EPS$11.09
Beat/MissBeat by +$0.80
One Year Ago EPS$8.32
MX:MTCH1 Q2 2026 Revenue Results
Actual Revenue$14.48B
Expected Revenue$14.56B
Beat/MissMissed by -$79.18M
YoY Revenue Growth-1.23%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeAfter Close
Conference CallTuesday, August 4, 2026
MX:MTCH1 Upcoming Earnings
Match Group's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:MTCH1 Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful operational and financial progress: adjusted EBITDA and margins expanded, Hinge showed strong top-line and profitability growth, Tinder engagement and key behavioral metrics materially improved after product and algorithm updates, and cash generation and capital returns remain robust. Offsetting items included modest overall revenue decline, continued payer count pressure, and material headwinds in the E&E segment driven by Azar's App Store disruption. Management reduced the expected negative impact from UX tests and provided constructive near-term guidance, signaling confidence in a continued turnaround for Tinder and sustained Hinge momentum.Company Guidance
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA of $331M in Q2, up 14% year over year, representing a 39% adjusted EBITDA margin. Full-year adjusted EBITDA expected to be at or above prior guidance and margin to exceed 37.5%.
Strong Cash Generation and Capital Returns
Year-to-date through Q2 generated operating cash flow of $564M and free cash flow of $527M; ended quarter with $584M cash. Returned capital via $245M share repurchase (7.3M shares) plus $16M repurchase in July, $91M dividends, and plan to return 100% of free cash flow to shareholders.
Hinge: Accelerating Growth and Profitability
Hinge direct revenue $204M, up 22% year over year (20% FXN). Payers +17% to 2.0M; RPP +4% to $33.11. Hinge adjusted EBITDA $79M, up 48% year over year with a 39% margin. Global MAUs grew 13% year over year; expansion markets drove 86% direct revenue growth in Europe.
Tinder Engagement Improvements and Product Momentum
Tinder DAU decline narrowed to -4% YoY in Q2 (best in 10 quarters), improved to -2.5% in July and trending toward positive in August; MAU decline improved to -7% in Q2 vs -8% in Q1. Matches up 14% YoY; Sparks down 4% in Q2 but improved sequentially (July -1%) after mid-July algorithm updates.
Monetization Efficiency
Direct revenue per MAU up 6% year over year globally; Tinder RPP +4% to $17.90; Hinge RPP +4% to $33.11. Payer penetration was up year over year in Q2 despite payer count declines, reflecting stronger monetization per active user.
Cost Discipline and Lower Operating Costs
Total operating expenses (including SBC) down 9% year over year. Cost of revenue decreased 16% and fell 4 percentage points as a share of revenue to 24%. G&A down 22% and product development stable at 13% of revenue.
Alternative Payments Benefit
Optimization of alternative payments expected to contribute approximately $130M of savings in 2026 (about $20M better than initial expectations), helping margins and cash flow.
Product Innovations and Marketing Shifts
Major product initiatives accelerated (events, double date, modes, improved recommendations, AI-enabled features, Tinder rebrand). Lower-funnel marketing share increased to ~50% of spend (from 30% last year) to improve registration trends among women.
MX:MTCH1 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed