Match Group, Inc. MTCH

Revenue Intelligence Report • 30 quarters of SEC filing data • Updated 2026-10-14 • Data through 2026-06-30

Match Group, Inc.'s latest quarterly revenue is $853M for the period ending 2026-06-30. The model projects $3.5B across the next four quarters (+0.3% versus the preceding four quarters). The forecast uses SG&A data; model selection and estimation exclude the latest quarter, whose retrospective holdout error is 0.9%. These are statistical associations, not estimates of the causal effect of spending.

Investment Thesis

The ARDL forecast is based on reported revenue and SG&A data through 2026-06-30. Training MAPE measures fit to historical data; the separately reported holdout error measures a withheld quarter. Spending coefficients describe associations and do not establish causation.

Next 4 Quarters
$3.52B
+0.3% YoY
R&D Elasticity
0.56x
SG&A Elasticity
0.70x
Training Fit
0.8% MAPE
Retrospective holdout (Q2 FY2026): The model predicted $861.1M vs the actual $853.1M — an error of 0.9%.
Retrospective one-quarter holdout: model fitting and selection exclude this quarter. Historical inputs use the latest available restatements, so this is not a preserved real-time forecast.

Revenue Forecast

MTCH Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q2 FY2026
Period end 2026-06-30
$861.1M $853.1M $841.3M–$881.3M -0.3% ✓ In range
Q3 FY2026
Period end 2026-09-30
$850.2M $822.7M–$878.6M -7.0%
Q4 FY2026
Period end 2026-12-31
$838.9M $805.8M–$873.3M -4.5%
Q1 FY2027
Period end 2027-03-31
$901.1M $860.1M–$943.9M +4.3%
Q2 FY2027
Period end 2027-06-30
$928.8M $881.8M–$978.3M +8.9%

Seasonal Factors

Multiplicative seasonal adjustment: These factors capture Match Group, Inc.'s systematic quarterly revenue patterns relative to the trend model. A factor of 1.05 means that quarter typically runs 5% above the underlying trend; 0.95 means 5% below. Factors are computed as the median of (actual / fitted) across all available quarters.
Fiscal QuarterSeasonal Factorvs TrendInterpretationObs.
FQ1 (Jan–Mar) 0.9996 -0.0% In line with trend 7
FQ2 (Apr–Jun) 1.0028 +0.3% In line with trend 6
FQ3 (Jul–Sep) 1.0042 +0.4% In line with trend 6
FQ4 (Oct–Dec) 0.9981 -0.2% In line with trend 6

Spending and Revenue

MTCH Spending Timing
Reading this chart: Each line shows the cumulative revenue association with a 1% change in spending over subsequent quarters. These estimates describe historical associations and do not establish causation.

Time-Varying Spending Associations

Time-varying analysis: A penalized spline model (GAM) tracks the association between log spending and log revenue over 30 quarters. Its coefficients describe conditional historical associations, not causal returns on spending.
Current SG&A elasticity: 0.3575x • R&D elasticity: -0.1725x
The model-term chart shows relative absolute term magnitudes. Its percentages are not shares of revenue or causal contributions to growth.

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