Q3 2025 Match Group Inc Earnings Call Transcript
Key Points
- Match Group Inc (MTCH) exceeded adjusted EBITDA expectations, excluding a legal settlement.
- Hinge continues to show strong momentum with a 27% year-over-year increase in direct revenue.
- The introduction of new features like Chemistry and Modes on Tinder is enhancing user engagement.
- Face Check, a new facial verification feature, has shown a 60% reduction in interactions with spam accounts.
- Alternative payment methods are expected to generate approximately $90 million in savings in 2026.
- Tinder's direct revenue declined by 3% year over year.
- Payers across Match Group Inc (MTCH) declined by 5% year over year.
- The company is facing a $61 million charge to settle a legal case involving Tinder's former age-based pricing.
- Azar, a part of Match Group Asia, was blocked in Turkey, impacting revenue.
- There is a potential $14 million negative impact on Tinder's revenue due to user experience testing.
Good day and welcome to the Match Group's third-quarter 2025 earnings call.
(Operator Instructions) Please note, this event is being recorded.
I would now like to turn the conference over to Tanny Shelburne, SVP of Investor Relations. Please go ahead.
Thank you, operator. Good afternoon, everyone.
Today's call will be led by CEO, Spencer Rascoff; and CFO, Steven Bailey. They'll make a few brief remarks, and then, we'll open it up to questions.
Before we start, I need to remind everyone that during this call, we may discuss our outlook and future performance. These forward-looking statements may be preceded by words such as we expect, we believe, we anticipate, or similar statements. These statements are subject to risks and uncertainties. Our actual results could differ materially from the views expressed today. Some of these risks have been set forth in our earnings release and our periodic reports with the SEC.
Also, during this call
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