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Match Group:Quarterly Results/2025 Q2: Difference between revisions
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Return to: [https://forum.investmentwiki.org/t/q2-2025-match-group-earnings/518?u=aron Discussions] | [[Earnings Season]] | [https://www.notion.so/Thesis-Ai-Matchmaking-E-g-Match-Group-Bumble-Notes-1f5950cb73778056ae99ccfdc143f2c0?source=copy_link Match Group Thesis] | Return to: [https://forum.investmentwiki.org/t/q2-2025-match-group-earnings/518?u=aron Discussions] | [[Earnings Season]] | [https://www.notion.so/Thesis-Ai-Matchmaking-E-g-Match-Group-Bumble-Notes-1f5950cb73778056ae99ccfdc143f2c0?source=copy_link Match Group Thesis] | ||
'''This article | '''This article is a work in progress!''' | ||
== Management guidance and analysts expectations == | |||
=== Management guidance === | |||
{| class="wikitable" | |||
|+ | |||
!Key metrics<ref>https://s203.q4cdn.com/993464185/files/doc_financials/2025/q1/1Q-2025-Prepared-Remarks-vFinal.pdf?utm_source=chatgpt.com</ref> | |||
! colspan="6" |Q2 2025 | |||
! colspan="6" |2025 | |||
|- | |||
! | |||
!Lower-point | |||
!Y/Y | |||
!Mid-point | |||
!Y/Y | |||
!Upper point | |||
!Y/Y | |||
!Lower-point | |||
!Y/Y | |||
!Mid-point | |||
!Y/Y | |||
!Upper point | |||
!Y/Y | |||
|- | |||
|Revenue | |||
|$850 million | |||
| -1.6% | |||
|$855 million | |||
| -1.1% | |||
|$860 million | |||
| -0.5% | |||
|$3,375 million | |||
| | |||
===== -3.0% ===== | |||
|$3,437.5 million | |||
| -1.2% | |||
|$3,500 million | |||
|0.6% | |||
|- | |||
|Adjusted operating income (AOI) | |||
|$295 million | |||
| -3.7% | |||
|$297.5 million | |||
| -2.9% | |||
|$300 million | |||
| -2.1% | |||
|$1,232 million | |||
| -1.6% | |||
|$1,255 million | |||
|0.2% | |||
|$1,278 million | |||
|2.1% | |||
|- | |||
|Adjusted operating margin | |||
|34.71% | |||
| | |||
|34.80% | |||
| | |||
|34.88% | |||
| | |||
|36.5% | |||
| | |||
|36.51% | |||
| | |||
|36.51% | |||
| | |||
|} | |||
* Match Group expects 2025 AOI to come roughly in the middle of the range when excluding approximately $25 million related to restructuring. | |||
* It expects AOI margin target of 36.5% when the $25 million restructuring expense is excluded. | |||
* It expects FX to be a tailwind to Q2 2025 results. | |||
* It expects a 1% tailwind from FX and a 1% headwind from the exit of Hakuna on Q2 revenue. | |||
* It expects costs associated with restructuring to be $17 million in Q2. | |||
* During the release of earnings in May 2025, Match Group said it has seen some weakness on à la carte (“ALC”) Tinder revenue in recent weeks due to macro slowdown. "We’ve started to see some impact to ALC revenue at Tinder in recent weeks, which we are monitoring closely. We are prepared to take pricing, merchandising, or other actions to minimize the impact to our financial performance should these trends persist," the press release reads. | |||
=== Analysts expectations === | |||
== References == | |||