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Story summary
- Match Group reported strong Q4 earnings that beat estimates.
- It issued weak guidance for 2026, with revenue between $3.41B and $3.54B.
- The company plans to invest $60 million in new products and AI initiatives to address declining Tinder user growth.
- In the U.S., daily active users fell 7.5% year over year, while engagement among younger users improved.
- Apptopia data suggests upside for Tinder Payers, while Hinge faces engagement challenges.
