MTCH · Earnings call · 2026Q2T · Full report

Tinder Demand Turnaround

Match Group, Inc. · 2026-08-04 · Importance 18 · Surprise 32 · In source text

Tinder’s Q2 DAU declined 4% year over year, improving from roughly 10% declines less than a year earlier, while July DAU was down nearly 2.5% and approached positive growth in August. MAU declines narrowed to 7% year over year from 8% in Q1, with improvement across Tinder’s top five revenue countries and among women globally, whose MAUs declined 8% versus 11% in Q1. Global user retention increased 1% year over year, payer penetration improved, and direct revenue per MAU increased 6% globally. Management attributed the improving engagement primarily to recommendation algorithm enhancements and expects Events and other initiatives to drive reconsideration among lapsed and non-users.

Key facts

• At Tinder, expect direct revenue to decline in the low single-digit percent range for full-year 2026
• In July, Tinder DAU improved to down nearly 2.5% year over year and in July DAU improved for the fifth consecutive month
• Unique people with Sparks in Q2 were down 4% year over year; in July they were down 1% year over year; in August trending better than July
• MAU trends improved across each of Tinder's top five revenue countries; in the U.S. declines slowed by 2.5 points in Q2 compared to Q1
• Monthly active users (MAUs) declined 7% year over year in Q2, one point better than the 8% decline in Q1
• DAU declined 4% year over year in Q2
• Global MAUs among women were down 8% year over year in Q2, three points better than the 11% decline in Q1
• Roughly three in five people who do not use Tinder today say Events would make them more likely to do so

Impact estimates