AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Match Group's Q2 FY2026 revenue was roughly flat at $853.1M (-1% YoY) as Hinge grew 22% and operating income jumped 27% to $245.5M, even as total Payers fell 6% and Everyone Everywhere revenue dropped 17% on the Azar app-store removal.
Biggest Revenue Drivers
Tinder (Direct Revenue)$457.5M-1% YoY
5% decrease in Payers, partially offset by 4% increase in Revenue Per Payer
Hinge (Direct Revenue)$203.5M+22% YoY
17% Payer growth from continued European expansion plus 4% RPP growth
Biggest Revenue Drivers
Total revenue: $853.1M-1% YoY
Tinder (Direct Revenue)$457.5M-1% YoY
5% decrease in Payers, partially offset by 4% increase in Revenue Per Payer
Hinge (Direct Revenue)$203.5M+22% YoY
17% Payer growth from continued European expansion plus 4% RPP growth
$19M decline at Azar from temporary app store removal, plus decreases at several other brands
Indirect Revenue (advertising)$13.2M-28% YoY
Lower direct advertisement revenue compared to 2025
Largest Expense Items
Cost of revenue$204.3M-16% YoY
Payers shifting from app store payments to alternate payment methods, cutting in-app purchase fees by $38.0M, partly offset by $4.6M higher credit card processing fees
Selling and marketing expense$158.3M+7% YoY
Higher cost of acquisition at Tinder and Hinge, partially offset by reductions at Everyone Everywhere
Product development expense$114.8Mflat YoY
Lower compensation at Tinder and E&E offset by higher spend at Hinge and increased AI utilization expense
General and administrative expense$106.5M-22% YoY
$12.0M lower employee compensation (reduced severance/headcount) and $15.1M lower legal expense, mostly within E&E
Margins: Operating income rose 27% YoY to $245.5M despite roughly flat revenue, as cost of revenue fell 16% on a shift away from app-store in-app purchase fees and G&A declined 22% on lower severance and legal costs, partially offset by higher selling and marketing spend.
Watch Items from the Filing
Total Payers declined 6% YoY to 13.25 million, with Tinder Payers down 5% and Everyone Everywhere Payers down 21%.
Everyone Everywhere Direct Revenue fell 17% YoY, including a $19 million hit at Azar from its temporary removal from the Apple App Store.
The Irish Data Protection Commission issued a draft GDPR decision on Tinder proposing a fine of €8-11 million; the company recorded a $9.1 million provision in Q2 2026.
Company settled the Candelore v. Tinder age-tiered pricing class action for $60.5 million, with final court approval granted June 5, 2026.
Repurchased $245.4 million of shares in H1 2026, with $713.1 million remaining available under the $1.5 billion share repurchase program.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
16 transactions in MTCH reported by 4 members of Congress under the STOCK Act, most recent trade May 12, 2025. Reported transactions, not recommendations.
About Match Group, Inc. (MTCH): stock profile, AI score and financials
Match Group, Inc. (MTCH) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MTCH at 62.1/100 on a composite quality score built from its SEC filings, placing it at rank #735 of 2,925 stocks — the top half of the AI-ranked universe. MTCH scores in the top quartile across balance sheet strength (95.1), free cash flow (86.5), profitability (83.7). Areas of concern include institutional flow (20.4) and revenue growth (26.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Match Group, Inc. reports quarterly revenue of $853.1M, net income of $170.5M, an operating margin of 28.8%. Top institutional holders of MTCH by reported 13-F value include BlackRock, AMERIPRISE FINANCIAL, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MTCH trades on the Nasdaq exchange and files with the SEC under CIK 891103. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MTCH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Match Group, Inc. directly from SEC EDGAR.