For the quarter ended March 2025, Match Group (MTCH) reported revenue of $831.18 million, down 3.3% over the same period last year. EPS came in at $0.67, compared to $0.44 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $827.91 million, representing a surprise of +0.39%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.67.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

Match Group (MTCH) came out with quarterly earnings of $0.67 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this media and internet company would post earnings of $0.84 per share when it actually produced earnings of $0.82, delivering a surprise of -2.38%.Over the last four quarters, the company has surpassed consensus EPS estimates just once.Match Group, whi ...

Match Group (MTCH) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Tanny Shelburne - SVP - Investor RelationsSpencer Rascoff - CEOSteven Bailey - CFONathan Feather - Equity Research AssociateCory Carpenter - Internet Equity ResearchYgal Arounian - Director - Internet Equity ResearchShweta Khajuria - Managing DirectorBenjamin Black - Co-Head Internet Equity ResearchJason Helfstein - MD & Head - InternetChris Kuntarich - Internet Equity ResearchRobert Zeller - Equity Research Associate Con ...

Match Group (MTCH) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good day, and welcome to the Match Group First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. Would now like to turn the conference over to Ms. Tani Shelburne, Senior Vice President of Investor Relations. Please go ahead, ma'am. Speaker1 Thank you, operator, and goo ...

Q1 2025 Supplemental Materials May 8, 2025 February X, 2025 Disclosures and Definitions Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures in addition to financial measures presented in accordance with U.S. GAAP. These non-GAAP financial measures are in addition to, and not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. See pages 19-33 for a reconciliation of the non-GAAP financial measures to their most compa ...

Exhibit 99.2 Q1 2025 Match Group Prepared Remarks This is my first full-quarter earnings call as CEO, and I want to start by saying how proud I am to be here, and how energized I am by the opportunity ahead. We're a company with a powerful mission – to spark meaningful connections. Our job is to deliver on that mission with urgency, excellence, and a consumer-first mindset by building products that reflect how people want to connect today. Over the last three months, I have visited many of our offices aroun ...

New CEO Spencer Rascoff Drives Increased Product Velocity and Organizational Discipline – Positioning Match Group for $100M+ in Annualized SavingsLOS ANGELES, May 8, 2025 /PRNewswire/ -- Match Group (NASDAQ: MTCH) today announced financial results for the first quarter ended March 31, 2025. "In my first full quarter as CEO, we've moved quickly to reinvigorate the business and this quarter's results show early traction," said Spencer Rascoff, CEO of Match Group. "In just a few months, we've unlocked signifi ...

In its upcoming report, Match Group (MTCH) is predicted by Wall Street analysts to post quarterly earnings of $0.67 per share, reflecting an increase of 52.3% compared to the same period last year. Revenues are forecasted to be $827.91 million, representing a year-over-year decrease of 3.7%. The consensus EPS estimate for the quarter has undergone an upward revision of 2.7% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ini ...

董事会变动 - Match Group董事会新增Kelly Campbell为董事，她曾任NBCUniversal旗下Peacock总裁，拥有消费者技术业务和品牌建设的丰富经验 [1][2] - Kelly Campbell的加入将使过去一年内Match Group董事会新成员比例超过三分之一 [3] - Kelly Campbell在Peacock任职期间推动业务创纪录增长，并主导了NFL季后赛独家流媒体等重大项目 [7] 公司战略与合作协议 - Match Group与Anson Funds达成信息共享协议，旨在促进持续合作并推动长期价值创造 [4] - Anson Funds撤回董事提名和董事会分类提案，支持公司当前管理团队的人工智能驱动转型战略 [5] - 公司计划在年度股东大会上提议修改公司章程以取消董事会分类，强化公司治理实践 [6] 高管背景与公司业务 - Kelly Campbell拥有12年谷歌工作经验，在Hulu任职期间主导了订阅业务与迪士尼的整合 [7] - Match Group旗下拥有Tinder、Hinge、Match等知名品牌，服务覆盖40多种语言，全球用户可通过差异化产品建立社交连接 [8]

文章核心观点 - 本财报季对了解公司现状和未来走向至关重要，金佰利公司业绩不及预期并下调全年展望，但对风险厌恶型和收益型投资者仍有吸引力 [1][2][3] 公司业绩情况 - 金佰利公布的业绩弱于预期并下调全年展望，原预计2025年有机销售增长超加权平均2%，现降至1.5% - 2%，调整后每股收益预期从个位数中高增长降至持平或略增，自由现金流预计为20亿美元，低于此前超20亿美元的预测 [2][6][7] 公司发展困境 - 关税谈判紧张，公司面临压力，长期增长乏力，股价过去十年停滞，运营利润率处于中低水平，营收近年仅小幅增长，且多年来表现逊于同行 [5][8][10] 公司战略举措 - 去年公司推出多年期“动力关怀”战略，将公司重组为北美、国际个人护理和国际家庭护理三个部门，旨在简化运营、增强灵活性和简化报告结构，但效果尚未显现 [11] 公司投资亮点 - 股息可靠，即使自由现金流下调仍可支持资本回报计划，近期季度通过回购和股息向股东返还4.66亿美元；资产负债表改善，总净长期债务降至67亿美元接近10年低点；市盈率仅18.3，低于10年中值23.1，具有投资价值 [12][13] 与同行对比优势 - 与宝洁相比，金佰利虽增长不强劲，但市盈率低且股息收益率高，对注重补充收入的投资者是更好的选择，降低增长预期后有超预期表现空间，3.8%的股息收益率对收益型投资者有吸引力 [14][15][16]