Match Group Reports Q3 2026 Results: Tinder DAU Growth Returns and Hinge Revenue Surges
Match Group (MTCH) reported mixed but stabilizing results for the third quarter of 2026. A significant highlight was the return to year-over-year growth in Tinder's Daily Active Users (DAU) in September, marking its first increase in three and a half years. While Tinder direct revenue saw a slight 2% decline on a foreign-exchange-neutral basis, payer trends showed signs of improvement compared to previous quarters. The company's Hinge brand continues to be a high-growth driver, posting 19% year-over-year revenue growth and maintaining its $1 billion annual revenue target for 2027. However, Match Group faces upcoming margin headwinds in 2027 due to rising in-app purchase fees from Apple in the EU and an expiring Google partnership agreement expected to increase Play Store costs. Financially, the company remains focused on capital return, having generated $832 million in free cash flow year-to-date. This has supported aggressive share buybacks, contributing to a 10% reduction in diluted shares outstanding since the start of 2025.
Topics: dividends earnings report free cash flow revenue growth share buybacks user metrics