MTCH · 10-Q · 2026Q3 · Full report
E&E Revenue Headwinds
Match Group, Inc. · 2026-11-03 · Importance 47 · Surprise 48 · In source text
Everyone Everywhere Direct Revenue declined 20% in the third quarter and 15% in the first nine months of 2026. Payers fell 23% in the quarter and 19% year to date, with declines at most E&E brands. Lower Azar revenue also contributed to the segment’s decline; higher RPP partially offset the pressure.
Key facts
- For the nine months ended September 30, 2026, E&E Direct Revenue declined $97.4 million, or 15%, driven by lower Azar revenue and Payer declines at most E&E brands, partially offset by higher RPP. source
- During the three months ended September 30, 2026, E&E Direct Revenue declined 20%, including a $20 million decrease in Azar revenue; additional decreases occurred across most E&E brands as a result of Payer declines. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | realized | -10.9% | For the nine months ended September 30, 2026, E&E Direct Revenue declined $97.4 million, or 15%, driven by lower Azar revenue and Payer… |