MTCH · Earnings call · 2026Q2T · Full report

App Store Restriction Impact

Match Group, Inc. · 2026-08-04 · Importance 53 · Surprise 60

Azar was removed from the App Store in late March and had to undergo a comprehensive app redesign before returning. Management said Azar is now back in the App Store but operating at a much lower revenue base. The company expects the redesign to reduce Match Group revenue by approximately $15 million per quarter, including in the third quarter of 2026. The disruption is also affecting Pairs and is driving E&E’s expected mid-teens full-year direct-revenue decline.

Key facts

• Were removed from the App Store in late March due to Azar, required to redesign the whole app, and called out roughly a $15 million negative impact to Match Group revenue each quarter due to Azar
• The revenue impact from Azar's app redesign was approximately $5 million better than anticipated at the time of the last earnings call