StocksM › MTCH

Match Group, Inc. (MTCH) — Earnings Call X-Ray

Our AI read all 37 of MTCH's earnings calls (2016–2025) and answered the same battery of questions about each one. Every past call is free; the newest quarter unlocks with a free account.

Latest Call Grade
🔒
Q1 2025 · sign up to see
Previous Call Grade
C
Q4 2024
Expected Move
🔒
next 45 days · members
Calls Analyzed
37
2016–2025
Avg Candor
7/9
evasion 2.9/9
High CandorCritic AmmunitionMargins ExpandingHidden SegmentCFO DominatesReads RehearsedResults Worse Than Direction

Call-by-call analysis

🔒 Q1 2025 earnings call 2025-05-08 NEWEST

Guidance: ■■■■■Demand: ■■■■■■ Margins: ■■■■Backlog: ■■■■ ■ analysts, ■■ questionsexpected move ±■■%
Candor /9
Specificity /9
Evasion /9
Stress /9

Management ■■■■■■ guidance against ■■■■■■■■ demand and ■■■■■■■ margins. The delivery was ■■■■■■■■ and ■■■■ in specifics, with ■■■ questions left hanging.

🔒 The Q1 2025 call grade is ready
The full 37-point AI read of MTCH's newest earnings call — grade, expected move, and every question answered — is free with an account.
Sign up free to unlock

C Q4 2024 earnings call 2025-02-05 move ±11%

Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid.

Guidance: maintainedDemand: mixedMargins: expandingPricing: stable 11 analysts · 11 questions
⚑ Critic ammunition✓ Guidance underwritable✓ Resolves doubts⚑ Reads rehearsedHidden segmentCFO dominates
Candor 7/9
Specificity 6/9
Evasion 2/9
Confidence 7/9
Uncertainty 3/9
Promotion 5/9
Stress 2/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
NO Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q3 2024 earnings call 2024-11-07 move ±12.5%

Management lowered guidance against mixed demand signals. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: mixedMargins: stablePricing: under pressure 12 analysts · 14 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedHidden segmentCFO dominates
Candor 7/9
Specificity 8/9
Evasion 3/9
Confidence 5/9
Uncertainty 6/9
Promotion 4/9
Stress 4/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

C Q2 2024 earnings call 2024-07-31 move ±11.2%

Management held guidance steady against steady demand. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: stableMargins: stablePricing: raisingHeadcount: cutting 11 analysts · 11 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed
Candor 6/9
Specificity 8/9
Evasion 3/9
Confidence 7/9
Uncertainty 4/9
Promotion 7/9
Stress 4/9
Complexity 5/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

F Q1 2024 earnings call 2024-05-08 move ±9.8%

Management lowered guidance against slowing demand. The delivery was unusually candid, rich in specifics.

Guidance: loweredDemand: slowingMargins: stablePricing: under pressureHeadcount: growing 11 analysts · 12 questions
⚑ Critic ammunition⚑ Question left hanging✓ Early product, fast growth⚑ Reads rehearsedHidden segmentCFO dominates
Candor 7/9
Specificity 8/9
Evasion 4/9
Confidence 6/9
Uncertainty 5/9
Promotion 5/9
Stress 5/9
Complexity 6/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
NO Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

D Q4 2023 earnings call 2024-01-31 move ±7.5%

Management held guidance steady against mixed demand signals. The delivery was rich in specifics, promotional in tone.

Guidance: maintainedDemand: mixedMargins: stablePricing: raisingHeadcount: growing 12 analysts · 12 questions
⚑ Critic ammunition⚑ Question left hanging✓ Guidance underwritable✓ Early product, fast growth⚑ Reads rehearsedCFO dominates
Candor 6/9
Specificity 8/9
Evasion 4/9
Confidence 7/9
Uncertainty 5/9
Promotion 7/9
Stress 3/9
Complexity 4/9
All 20 questions our AI answered about this call
NO Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
NO Is management's confidence proportionate to the evidence presented?
NO Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
YES Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
NO Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

B Q3 2023 earnings call 2023-11-01 move ±11%

Management held guidance steady against mixed demand signals and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: maintainedDemand: mixedMargins: expandingPricing: raisingHeadcount: flat 9 analysts · 9 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growthCFO dominates
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 7/9
Uncertainty 6/9
Promotion 4/9
Stress 2/9
Complexity 3/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
NO Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
NO Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
NO Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
NO Does the call read rehearsed rather than lived?
From the research question bank

B+ Q2 2023 earnings call 2023-08-02 move ±8.8%

Management raised guidance against accelerating demand and expanding margins. The delivery was unusually candid, rich in specifics.

Guidance: raisedDemand: acceleratingMargins: expandingPricing: raisingHeadcount: flat 13 analysts · 13 questions
⚑ Critic ammunition✓ Skeptic reassured✓ Guidance underwritable✓ Resolves doubts✓ Early product, fast growth⚑ Reads rehearsed
Candor 7/9
Specificity 8/9
Evasion 2/9
Confidence 8/9
Uncertainty 3/9
Promotion 6/9
Stress 2/9
Complexity 5/9
All 20 questions our AI answered about this call
YES Would a skeptical short-seller find this call reassuring?
YES Would a careful investor underwrite management's guidance?
YES Is management's confidence proportionate to the evidence presented?
YES Does the call resolve more doubts than it creates?
YES Is there something a critic could fairly use against the company?
NO Is a claimed advantage dependent on scale they lack?
NO Does an obvious question remain unanswered?
YES Is a product early in its life but growing very fast?
YES Do they serve a small fraction of their addressable customers?
NO Is volume about to step up rather than grow gradually?
NO Are high fixed costs currently underutilised?
YES Is pricing recovering from a depressed level?
YES Do current results look bad while the direction looks better?
NO Are deferred revenue or customer prepayments growing?
NO Is consolidation happening among their peers?
NO Is a founder still running the company?
NO Does the final speaker sound like they are summarizing a finished story?
YES Is a fast-growing segment obscured by a declining one?
YES Does the CFO speak more than the CEO?
YES Does the call read rehearsed rather than lived?

Earlier calls

CallDateGradeGuidanceDemandMarginsCandorEvasion
Q1 2023 2023-05-03 D loweredmixedstable 7/9 2/9
Q4 2022 2023-02-01 C+ maintainedstablecontracting 7/9 3/9
Q3 2022 2022-11-02 C maintainedslowingstable 8/9 2/9
Q2 2022 2022-08-03 F loweredslowingcontracting 8/9 3/9
Q1 2022 2022-05-04 C+ loweredstablecontracting 8/9 2/9
Q4 2021 2022-02-02 D loweredmixedstable 7/9 3/9
Q3 2021 2021-11-03 B raisedmixedexpanding 7/9 3/9
Q2 2021 2021-08-04 B raisedacceleratingstable 6/9 3/9
Q1 2021 2021-05-05 B+ raisedacceleratingexpanding 7/9 3/9
Q4 2020 2021-02-03 C+ maintainedmixedcontracting 7/9 3/9
Q3 2020 2020-11-05 C+ maintainedmixedexpanding 7/9 3/9
Q2 2020 2020-08-05 A raisedacceleratingstable 7/9 3/9
Q1 2020 2020-05-06 C+ maintainedmixedcontracting 7/9 3/9
Q4 2019 2020-02-05 C+ maintainedacceleratingexpanding 7/9 3/9
Q3 2019 2019-11-06 C+ maintainedacceleratingstable 7/9 2/9
Q2 2019 2019-08-07 B+ raisedacceleratingstable 7/9 2/9
Q1 2019 2019-05-08 C maintainedacceleratingexpanding 6/9 4/9
Q4 2018 2019-02-07 C+ maintainedacceleratingexpanding 7/9 2/9
Q3 2018 2018-11-07 B+ raisedstableexpanding 7/9 2/9
Q2 2018 2018-08-08 B+ raisedacceleratingexpanding 7/9 3/9
Q1 2018 2018-05-09 B raisedacceleratingexpanding 7/9 2/9
Q4 2017 2018-02-07 B+ raisedacceleratingexpanding 7/9 3/9
Q3 2017 2017-11-08 B+ raisedacceleratingexpanding 7/9 3/9
Q2 2017 2017-08-05 B+ maintainedacceleratingcontracting 7/9 3/9
Q1 2017 2017-05-03 C maintainedmixedexpanding 7/9 6/9
Q4 2016 2017-02-01 C+ loweredmixedstable 8/9 3/9
Q3 2016 2016-11-02 C+ maintainedmixedexpanding 7/9 3/9
Q2 2016 2016-07-27 C loweredacceleratingcontracting 8/9 3/9
Q1 2016 2016-05-04 C+ maintainedmixedexpanding 7/9 3/9

Research question bank — earlier calls

During our 1,600-question research program, batches of experimental hypotheses were tested directly against some of MTCH's earlier calls. The YES answers — the rare hits — are shown; click any question to see every company that matched it. Full list: the question bank.

B Q3 2021 earnings call 2021-11-03

1 more research questions answered NO

B+ Q2 2018 earnings call 2018-08-08

1 more research questions answered NO

B+ Q3 2017 earnings call 2017-11-08

1 more research questions answered NO

C+ Q3 2016 earnings call 2016-11-02

1 more research questions answered NO

How to read this page

The grade is a transparent composite of call quality — candor, specificity, low evasion, low stress, whether the call resolves more doubts than it creates, and the guidance action — not a buy or sell signal. The expected move is a volatility estimate from the one signal that survived our out-of-sample tests: how a stock's own reaction and pre-call volatility predict the size (not direction) of its next move. Full detail, including everything that failed: methodology.

Companies with similar call quality

AAP · Advance Auto Parts, Inc.ABCAF · Athabasca Minerals, Inc.ABDC · Alcentra Capital'sABMD · Abiomed, Inc.ABNRY · ABN AMRO Bank N.V.ABOS · Acumen Pharmaceuticals,

MTBC   All “M” companies    MTD

Not investment advice. Artul.ai publishes AI-generated earnings-call quality grades and expected-volatility estimates — never buy or sell recommendations. We tested over 1,600 predictive hypotheses against 165,000 transcripts; the honest result, including what failed, is documented in our methodology.