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- **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.

Match Group, Inc. (MTCH) Q3 2025 Earnings Call Transcript

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MTCH

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