What is the market's earnings forecast for Match Group next quarter?

What is Match Group's gross profit margin?

What guidance did Match Group's management provide for the next earnings period?

What is the revenue and EPS growth rate for Match Group year over year?

What were the key takeaways from Match Group's earnings call?

Did Match Group beat or miss consensus estimates last quarter?

What factors drove the changes in Match Group's revenue and profit?

What is Match Group's latest dividend and current dividend yield?

- **Tinder Innovation**: Chemistry AI matching and Face Check verification drive +30% Double Date adoption and 60% reduction in bad actor interactions.
- **Hinge Growth**: 27% YoY revenue increase, Mexico launch outperforms Europe, Brazil expansion on track.
- **Financial Discipline**: $90M 2026 savings from alternative payments, $550M share buybacks reinvest savings.
- **User Outcomes**: Sparks coverage improving among Gen Z, with no revenue trade-off for features like Chemistry and Modes.
- **Trust & Safety**: Face Check expands globally, Are You Sure? LLMs reduce offensive messages, legal settlement resolved with $61M charge.

**【CEO Summary Section】**
- Match Group is in the 'revitalization' phase of its turnaround strategy, focusing on product innovation, trust-building, and operational rigor.
- Tinder: Introduced Chemistry (AI-driven matching), Modes (e.g., Double Date, College), and Face Check (facial verification) to improve user outcomes and safety. Sparks (6+ message exchanges) coverage is improving, especially among Gen Z.
- Hinge: Strong growth with 27% YoY revenue increase, launching in Mexico and Brazil, and testing features like Conversation Starters and Reimagined Preferences.
- Trust initiatives: Face Check reduced bad actor interactions by 60%, with plans to expand globally. Are You Sure? feature uses LLMs to prevent offensive messages.
- Financial discipline: $100M annualized cost savings reinvested in user-first features and marketing, driving $550M share buybacks.

**【CFO Financial Commentary】**
- Q3 2025: Total revenue $914M (-2% YoY), adjusted EBITDA $301M (-12% YoY) due to a $61M legal settlement. Excluding the charge, EBITDA was $364M (+6% YoY).
- Tinder: Direct revenue $491M (-3% YoY), RPP $17.66 (+5% YoY). Hinge: Direct revenue $185M (+27% YoY), RPP $32.87 (+9% YoY).
- Savings: $14M in Q4 and $90M in 2026 from alternative payments (web-based transactions). Q4 guidance: $865-875M revenue, $350-355M EBITDA.

**【Q&A Key Highlights】**
- **Tinder Revenue Impact**: Q4 expects $14M negative impact from user experience tests, but features like Chemistry show no revenue trade-off. 2026 strategy will balance user outcomes with profitability.
- **Hinge Expansion**: Mexico launch outperformed Europe, Brazil planned for Q4. Hinge's 'Designed to be Deleted' mission resonates globally, with 250M+ addressable singles.
- **Marketing Efficiency**: Project Prism created shared metrics for marketing ROI, showing Hinge's user acquisition is more cost-effective than Tinder's brand marketing.
- **Face Check Rollout**: Fully launching in the U.S. by end-2025, with global expansion excluding EU/U.K. in 2026. Early NPS shows +10pts trust improvement.
- **Alternative Payments**: Tinder and Hinge U.S. fully rolled out, saving $90M in 2026. Google's updated policy may add $10-15M savings via Android web payments.

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