Dating app company Match (NASDAQ: MTCH) will be reporting results this Tuesday after the bell. Here’s what to look for.
Match Group beat analysts’ revenue expectations by 1.2% last quarter, reporting revenues of $863.7 million, flat year on year. It was a slower quarter for the company, with a decline in its users and a slight miss of analysts’ number of payers estimates. It reported 14.09 million users, down 5% year on year.
Is Match Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Match Group’s revenue to grow 2.1% year on year to $914.3 million, in line with the 1.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.91 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Match Group has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 0.4% on average.
Looking at Match Group’s peers in the consumer subscription segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Roku delivered year-on-year revenue growth of 14%, meeting analysts’ expectations, and Udemy reported flat revenue, topping estimates by 1.4%. Roku traded up 6.2% following the results while Udemy was down 12.4%.
Read our full analysis of Roku’s results here and Udemy’s results here.
The outlook for 2025 remains clouded by potential trade policy changes and corporate tax discussions, which could impact business confidence and growth. While some of the consumer subscription stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Match Group is down 5% during the same time and is heading into earnings with an average analyst price target of $38.47 (compared to the current share price of $32.31).
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