MTCH · 10-Q · 2026Q3 · Full report

Azar Revenue Disruption

Match Group, Inc. · 2026-11-03 · Importance 55 · Surprise 66

Apple removed Azar from the App Store on February 22, 2026, and the app was reinstated in a compliant new version on April 6, 2026. The absence from the App Store and required product changes that reduced monetization lowered Azar direct revenue in the three- and nine-month periods ended September 30, 2026. Azar revenue decreased $20 million in the third quarter, contributing to the 20% decline in E&E direct revenue to $176.0 million. The updated Azar forecast also led to a $25.2 million impairment of its trade name in the quarter ended March 31, 2026.