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Compared to Estimates, Match Group (MTCH) Q4 Earnings: A Look at Key Metrics

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Match Group (MTCH - Free Report) reported $878.01 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 2.1%. EPS of $1.06 for the same period compares to $0.82 a year ago.

The reported revenue represents a surprise of +0.74% over the Zacks Consensus Estimate of $871.59 million. With the consensus EPS estimate being $1.01, the EPS surprise was +5.37%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Match Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Payers - Tinder: 8.77 million versus 8.82 million estimated by five analysts on average.
  • Revenue Per Payer (RPP) - Total: $20.72 versus $20.33 estimated by five analysts on average.
  • Payers - Total: 13.84 million versus the five-analyst average estimate of 14.02 million.
  • Revenue Per Payer (RPP) - Tinder: $17.63 versus $17.25 estimated by four analysts on average.
  • Revenue Per Payer (RPP) - Hinge: $32.96 versus $33.26 estimated by four analysts on average.
  • Revenue Per Payer (RPP) - MG Asia: $20.91 compared to the $19.28 average estimate based on four analysts.
  • Revenue- Direct Revenue- Tinder: $464 million versus $457.11 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -2.5% change.
  • Revenue- Indirect Revenue: $18 million versus $16.2 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20% change.
  • Revenue- Direct Revenue- Evergreen and Emerging: $145 million versus the four-analyst average estimate of $143.06 million. The reported number represents a year-over-year change of -6.5%.
  • Revenue- Direct Revenue- Hinge: $186 million compared to the $192.2 million average estimate based on four analysts. The reported number represents a change of +25.7% year over year.
  • Revenue- Direct Revenue- MG Asia: $66 million versus $62.74 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.
  • Revenue- Total Direct Revenue: $860 million compared to the $854.26 million average estimate based on four analysts. The reported number represents a change of +1.8% year over year.

View all Key Company Metrics for Match Group here>>>

Shares of Match Group have returned -2.8% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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