MTCH · 10-Q · 2026Q3

Match Group, Inc.

Filed 2026-11-03 · Technology · View original filing on EDGAR

Everything MTCH's SEC filings said, ranked

Ranked Events

• Liquidity and Debt PositionImportance 64 · Surprise 30
  At September 30, 2026, Match Group had $729.1 million of cash and short-term investments, down from $1.031 billion at December 31, 2025. Total debt was $3.575 billion, including $450 million of 5.00% notes due 2027,…
• Impairment ChargesImportance 59 · Surprise 82
  Nine-month impairments and amortization of intangibles increased 57% to $46.8 million from $29.9 million. The increase primarily reflected a $25.2 million impairment of E&E intangible assets tied to the revised Azar…
• Sniffies Minority InvestmentImportance 58 · Surprise 42
  Match Group made a $100.0 million minority investment in Sniffies during the nine months ended September 30, 2026. The investment was the primary component of the period’s $165.8 million of net cash used in investing…
• Income Tax Rate ChangesImportance 57 · Surprise 64
  The third-quarter income tax provision increased 53% to $50.4 million, and the effective tax rate rose to 22% from 17%. The 2026 quarterly rate exceeded the statutory rate primarily because of foreign income taxed at…
• Capital Return ProgramImportance 56 · Surprise 24
  The December 2024 share repurchase authorization permits up to $1.5 billion of purchases, with $579 million remaining available as of October 31, 2026. Match Group repurchased 9.6 million shares for $335.5 million…
• Azar Product DisruptionImportance 55 · Surprise 66
  Apple removed Azar from the App Store on February 22, 2026, after updating its App Review Guidelines on February 6. Match Group updated the app to comply, and a new version was reinstated on April 6. The required…
• Azar Revenue DisruptionImportance 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…
• App Store Regulatory ChangesImportance 53 · Surprise 60
  Apple removed Azar from the Apple App Store on February 22, 2026, following a February 6 update to Apple’s App Review Guidelines. After Match Group updated the app to comply, a new version was reinstated on April 6,…
• Operating Expense TrendsImportance 52 · Surprise 56
  Third-quarter general and administrative expense declined 38% to $92.2 million, primarily because the prior-year period included a $60.5 million Tinder legal settlement; otherwise, expense was slightly higher.…
• Hinge Geographic ExpansionImportance 48 · Surprise 40
  Hinge Direct Revenue grew 19% in the third quarter and 23% in the first nine months of 2026. Third-quarter Payers increased 23%, while nine-month Payers increased 19%. Growth reflected continued expansion in Europe as…
• Capital ExpendituresImportance 48 · Surprise 24
  Cash capital expenditures were $54.7 million for the first nine months of 2026, primarily for internal software development. The company expects full-year cash capital expenditures of $65 million to $75 million, above…
• Gross Margin DriversImportance 48 · Surprise 40
  Third-quarter cost of revenue decreased 16% to $206.5 million, and its share of revenue fell from 27% to 23%. For the first nine months, cost of revenue declined 14% to $621.4 million and fell from 28% to 24% of…
• E&E Revenue HeadwindsImportance 47 · Surprise 48
  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…
• Operating Cash Flow TrendsImportance 47 · Surprise 22
  Net cash provided by operating activities increased to $886.3 million for the nine months ended September 30, 2026, from $757.6 million in 2025. Working-capital cash increases included $24.2 million from accounts…
• Segment ProfitabilityImportance 47 · Surprise 48
  Third-quarter operating income increased 21% to $268.6 million, while adjusted EBITDA rose 14% to $344.5 million. Tinder operating income increased 21% to $222.9 million and Hinge operating income rose 52% to $70.2…
• Distribution ChannelsImportance 44 · Surprise 24
  Across all segments, more Payers shifted from Apple and Google in-app payment systems to alternative payment methods. The shift reduced in-app purchase fees by $43.0 million in the third quarter, partly offset by $4.5…
• Revenue Performance and MixImportance 41 · Surprise 48
  For the three months ended September 30, 2026, total revenue declined 3% to $891.2 million, while nine-month revenue was essentially flat at $2.608 billion. Third-quarter Tinder direct revenue fell 2% to $480.0 million…
• Advertising Revenue TrendsImportance 35 · Surprise 48
  Indirect Revenue declined 17% in the third quarter and 20% in the first nine months of 2026 compared with the prior-year periods. Match Group attributed the decreases to lower direct advertisement revenue. The filing…

Revenue by Product (in thousands)