Tinder parent Match Group Q3 revenue misses estimates

Match

04/11/2025 21:21

Overview

Match Group Q3 revenue missed analyst expectations, despite a 2% yr/yr increase

Net income for Q3 rose 18% yr/yr, reflecting improved profitability

Outlook

Match Group expects Q4 2025 revenue of $865 to $875 mln, up 1% to 2% Y/Y

Company forecasts Q4 2025 adjusted EBITDA of $350 to $355 mln

Match Group anticipates $90 mln in savings from alternative payments in 2026

Result Drivers

INNOVATION AND ACCOUNTABILITY - Co accelerated innovation and strengthened accountability, achieving revenue goals, per CEO Spencer Rascoff

REINVESTMENT PLAN - Co executed a $50 mln reinvestment plan to test user-first features, strengthen marketing, and expand internationally

LEGAL SETTLEMENT - Resolution of decade-old legal case allows co to move forward with focus and confidence

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$914 mln
$915 mln (18 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 8 "strong buy" or "buy", 15 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy."

Wall Street's median 12-month price target for Match Group Inc is $38.00, about 14.5% above its November 3 closing price of $32.50

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPnccBV8Pa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)