Match Group, Inc. · MTCH · Next earnings

Match Group, Inc. reports Tuesday, Nov 3, 2026

MTCH reports after market close with consensus EPS at $1.05 and revenue at $891.7M. Last quarter: Match Group Q1 2026: Revenue and EBITDA Beat as Tinder Turnaround Gains Traction

Reports After market close44 days awayDate estimated Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $1.05 Calendar consensus
Consensus revenue $891.7M Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session After market close 44 days away

Where MTCH left off: FY2026 Q1

Full report

Match Group Q1 2026: Revenue and EBITDA Beat as Tinder Turnaround Gains Traction

EPS surprise -4.2% Reported $0.69 vs $0.72
Revenue surprise +1.1% Reported $863.9M vs $854.7M
Stock move +0.9% Event window
Subsequent drift -8.5% Up to 20 sessions

Management maintained full-year 2026 guidance, consistent with the prior quarter's outlook of approximately $3.4-$3.53 billion in revenue and 37-38% adjusted EBITDA margins. Q2-specific guidance calls for flat to slightly down revenue sequentially but higher EBITDA margins. New this quarter: the Azar App Store removal creates a ~$20 million headwind, partially offset by other brands, while the MG Asia consolidation into E&E is expected to generate ~$15 million in annualized cost savings. Guidance sentiment remained 'maintained' quarter-over-quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Apple App Store removal of Azar creating a ~$20 million revenue headwind with uncertain resolution timeline.
  • Uncertainty around the magnitude and timing of AI-related cost savings and margin impact.
  • Potential slowdown in user adoption of new features after initial hype cycles.
  • Competitive pressure in the online dating market from established and emerging platforms.
  • Regulatory changes such as digital services taxes affecting international profitability.

Questions analysts left open

  • Whether Tinder's improving metrics will continue into Q2 and beyond.
  • Magnitude and timing of AI-related cost savings and margin impact.
  • How the $20 million Azar headwind will be offset by other brands.
  • Sustainability and longevity of new feature adoption after initial hype.
  • Payer and RPP trends for both Tinder and Hinge.

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Recent MTCH quarters

All MTCH earnings
+0.9%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.