The Match Group (MTCH, Neutral, $31 target) Progress continues under new CEO Rascoff
In this first take following tonight’s results, we focus on:1. Tinder MAUs are still declining year over year but improving
2. $50M reinvestment in 2H25 to power product tests, marketing, geo expansion, new bets
3. Tinder Double Date seeing early traction particularly with under 30s
4. Hinge keeps humming
5. Margins impacted by one-time issues, but remain solid
6. Capital return remains robust
Match Group is a provider of dating products available in over 40 languages to its users all over the world through applications and websites it owns and operates. The company operates a portfolio of brands, including Tinder, Match, PlentyOfFish, Meetic, OkCupid, OurTime, Pairs and Hinge, as well as a number other brands. Through its portfolio of brands, the company provides tailored products to meet the varying preferences of its users. All the company's products enable users to establish a profile and review other users' profiles without charge. Each product also provides additional features, some of which are free, and some of which require payment depending on the particular product.
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