Match Group, Inc. (MTCH) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Match Group fourth quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on your telephone keypad. To withdraw your question, please press star then two. Please note, this event is being recorded. I would now like to turn the conference over to Tani Shelburne, Senior Vice President of Investor Relations. Please go ahead. Thank you, Operator, and good afternoon, everyone. Today's call will be led by CEO Spencer Raskoff and CFO Stephen Bailey. They'll make a few brief remarks, and then we'll open it up to questions. Good afternoon and thanks for joining us. Just one year ago, I became CEO of Match Group. From day one, my focus was clear, prioritize user outcomes to rebuild trust and position Match Group to lead the next chapter of human connection. Given Tinder's scale and importance, I also took direct ownership of its turnaround. To guide this work, I laid out a simple three-phase transformation. Reset the company, revitalize the products, and drive a resurgence with our audiences and, over time, our financials. We completed the reset phase by putting user outcomes at the center of everything we do, rationalizing costs, and shifting from a siloed organization to a more collaborative 1MG approach. With that foundation in place, we are now firmly in the revitalize phase, focused on delivering clear value to users and building experiences that lead to real human connection. We have compelling 2026 product roadmaps across the company, and at Tinder, I'm confident that by the end of this year, the pr...