Q3 25 EPS
$0.62
MISS 31.95%
Est. $0.91
Q3 25 Revenue
$914.3M
BEAT +0.20%
Est. $912.4M
vs S&P Since Q3 25
+18.3%
BEATING MARKET
MTCH +29.2% vs S&P +10.9%
Market Reaction
Did MTCH Beat Earnings? Q3 2025 Results
Match Group delivered a mixed set of Q3 2025 results, posting revenue of $914.27 million, a 2.1% year-over-year gain that edged just past the $912.43 million consensus by 0.20%, while GAAP diluted EPS of $0.62 fell sharply short of the $0.91 analyst … Read more Match Group delivered a mixed set of Q3 2025 results, posting revenue of $914.27 million, a 2.1% year-over-year gain that edged just past the $912.43 million consensus by 0.20%, while GAAP diluted EPS of $0.62 fell sharply short of the $0.91 analyst estimate, a miss of nearly 32% driven largely by a $61 million legal settlement charge tied to a decade-old Tinder age-based pricing lawsuit. Stripping out that one-time hit, the underlying business showed more resilience, with net income rising 18% year-over-year to $161 million and Hinge delivering $185 million in direct revenue, up 27% annually, helping cushion a 3% decline in Tinder's direct revenue to $491 million as paid users slipped 5% industrywide to 14.5 million amid growing swiping fatigue among younger audiences. Looking ahead, Match guided Q4 revenue to $865 million to $875 million and raised its full-year free cash flow outlook to $1.11 billion to $1.14 billion, with management targeting a broader turnaround "Resurgence" in 2026 and 2027 under CEO Spencer Rascoff's restructuring framework.
Key Takeaways
- • RPP increased 7% Y/Y to $20.58, partially offsetting 5% payer decline
- • Hinge sustained 27% Y/Y direct revenue growth with 17% payer growth
- • $100 million in annualized cost savings from earlier restructuring
- • Alternative payments rollout reducing processing fees
- • FX provided $12.2 million tailwind to Q3 revenue
MTCH YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
MTCH Revenue by Segment
With YoY comparisons, source: SEC Filings
“We've moved quickly to accelerate innovation, strengthen accountability, and build for long-term growth. Our strategy is showing real progress this quarter, as we achieved our revenue goals and made meaningful progress on our product roadmap.”
— Spencer Rascoff, Q3 2025 Earnings Press Release
MTCH Earnings Trends
MTCH vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
MTCH EPS Trend
Earnings per share: estimate vs actual
MTCH Revenue Trend
Quarterly revenue: estimate vs actual
MTCH Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | $0.86 | — | — | $864.0M | +1.08% |
| Q4 25 MISS FY | $1.02 | $0.83 | -18.83% | $878.0M | +0.56% |
| FY Full Year | — | $2.38 | — | $3.49B | — |
| Q3 25 MISS | $0.91 | $0.62 | -31.95% | $914.3M | +0.20% |
| Q2 25 MISS | $0.77 | $0.49 | -36.69% | $863.7M | +1.13% |
| Q1 25 MISS | $0.66 | $0.44 | -33.11% | $831.2M | +0.46% |