This month, Match Group held its first-ever Investor Day in New York City, where we outlined our vision for the business and the future of the dating industry. The event highlighted recent innovations across our portfolio of brands and emphasized the significant growth opportunities we see ahead.

With millions of people worldwide seeking meaningful connections, we continue to adapt to meet the evolving needs of today’s daters. The event featured detailed presentations and product previews from our leaders — here are some key highlights:

Chief Executive Officer Bernard Kim (“BK”) Shares Match Group's Strategy to Reach and Connect More Singles Worldwide

BK set the stage by showcasing Match Group's transformative portfolio of brands, which have pioneered and redefined how people connect over the past 30 years. With 82 million monthly active users across four business units, including two market-leading brands, Match Group remains the leader in online dating. BK highlighted our proven track record of innovation, serving a diverse audience across generations and geographies, while leveraging AI to enhance every aspect of the dating journey.

Despite online dating's widespread popularity, there remains tremendous growth potential. With a global untapped market of an estimated 250 million offline and lapsed online daters and just 12% penetration globally, the opportunity is vast. BK emphasized our commitment to addressing key dater pain points and using AI to drive innovations that enhance their experience, reigniting user and revenue growth while continuing to spark meaningful connections worldwide.

CTO Will Wu Reveals the Future of Technology & AI at Match Group

Will Wu outlined how technology and innovation are reshaping Match Group and the entire dating category, with AI at the center of reigniting growth. He highlighted our hub-and-spoke model, where a central AI team collaborates with business unit teams to create tailored, scalable solutions that lead to authentic user experiences across our brands.

From AI tools like Tinder’s Photo Finder to Hinge’s Prompt Feedback, Will showcased how AI is unlocking groundbreaking features, powered by our unmatched dataset of 82 million monthly users generating over 5 billion data points each day. He emphasized our commitment to safety, privacy, and ethical AI practices, ensuring trust and authenticity remain central to every connection. As Will said, “We’re just getting started in reimagining the online dating experience and removing barriers for our users to find connections.”

Tinder CEO Faye Iosotaluno Unveils Bold Plans for Innovation and Growth

Faye Iosotaluno emphasized Tinder’s global leadership in the online dating category, with the app responsible for 100 billion matches and 500 million relationships. Today, 47 million people worldwide use Tinder every month. Faye underscored the importance of product advancements and improving brand perception to reignite Tinder’s user growth and attract a broader audience.

To achieve these goals, Faye outlined Tinder’s three key strategic pillars:

• Fostering a Clean Ecosystem: Phased rollout of features including liveness checks and mandatory face photos aim to enhance the user experience and strengthen authenticity within the ecosystem.
• Improving User Outcomes: Advanced AI and innovation tools simplify profile creation and improve recommendations, including features like Friends in Common.
• Bringing Fun Back to Dating: Product advancements including a new double dating feature will allow users to team up with friends and connect with other pairs, making the experience more fun and engaging.

Tinder remains unmatched in creating first dates, relationships, and marriages, offering endless possibilities for meaningful connections. With a focus on innovation, Faye and her team are committed to building product momentum and driving sustainable, long-term growth for Tinder.

Hinge CEO Justin McLeod Appeals to Intentioned Daters with Personalized, AI-Driven Approach  

Justin highlighted Hinge’s journey to becoming the category leader in intentional dating, earning its reputation as the app “designed to be deleted” in core English-speaking markets like the US, UK, Canada, and Australia and then expanding into continental Europe, where it ranks among the top two apps in most markets. This strategy has positioned Hinge for continued success, with direct revenue projected to reach $1 billion by 2027.

Justin shared how a key component of Hinge’s growth strategy is leveraging AI to solidify its role as the “trusted guide” for users’ relationship journeys. Hinge’s AI strategy is two-fold: 

• Personalized, Intelligent Matching: Hinge is leveraging deep learning to develop a new recommendation system designed to understand daters on a deeper level and deliver more thoughtful matches.
• AI-Powered Coaching: To assist daters throughout the dating journey, Hinge is looking to deliver more personalized guidance with the help of AI. Prompt Feedback is the app’s first AI-powered coaching feature, offering daters optional guidance to enhance the authenticity of their Prompt responses.

Underscoring Hinge’s AI strategy is its commitment to getting users out on great dates, with Justin emphasizing that: “By continuing to pioneer innovation in the category, you can bet we’re going to deliver for them.”

Emerging & Evergreen (“E&E”) CEO Hesam Hosseini Highlights Synergy Between Match Group’s Established and Newer Brands

Hesam highlighted how emerging apps like BLK, Chispa, and Archer thrive by leveraging shared technology,  and resources as part of the unified E&E platform. This approach of shared teams and technology allows E&E to “build features once and deploy them everywhere,” driving growth, efficiency, and expanding E&E’s reach to diverse audiences.

A key focus is cross-promotion, where users from one app are invited to explore other apps and can seamlessly transfer profiles to find what they’re seeking. While still in its early stages, this strategy is showing promise, creating new growth opportunities and enhancing user engagement across the portfolio.

MG Asia CEO Malgosia Green Highlights Exciting Growth Opportunities Across the Region

Malgosia highlighted the immense growth potential in Asia, where online dating penetration is just 7%, emphasizing the need for apps tailored to unique cultural dynamics. Pairs leads in Japan for serious dating, where it’s now accounting for 10% of all marriages, and is expanding to other Asian markets. Its success relies on continued innovation with features like “Real Mind Match,” which is improving compatibility and reply rates, and impactful marketing campaigns showcasing Pairs' ability to help users find partners.

Malgosia also showcased Azar, a live video chat app powered by AI, which caters to Gen Z's desire for real-time, experience-focused connections. Already gaining traction in Asia, Europe, and the US, Azar is poised for further global growth. 

President & CFO Gary Swidler and Incoming CFO Steven Bailey Showcased How Match Group’s Platform Drives Long-Term Value

Gary and Steve outlined the four pillars of Match Group’s shareholder value strategy:

• Durable Revenue and Profitability: With a 10%+ CAGR in revenue and AOI over the last 5 years, driven by RPP and payer growth, our portfolio model, tech evolution, and financial discipline position us for durable revenue growth and increasing profitability.
• Enhanced Operating Leverage: Efforts to centralize infrastructure, reduce duplication, and enable seamless user transitions across apps will drive efficiencies over the next three years.
• Prudent Capital Allocation: Strong free cash flow supports organic investment, significant capital returns to shareholders, and opportunistic M&A, while maintaining net leverage of 2-3x.
• Compelling Total Shareholder Return: Our focus on maximizing free cash flow and plan to return at least 100% of free cash flow to shareholders over the next three years provides a compelling total shareholder return algorithm and is supported by a new $1.5 billion share repurchase authorization and a quarterly dividend of $0.19 starting Q1 2025.

BK closed by expressing confidence in our strategy, plan, and team to achieve these ambitious targets.

Stay tuned as we continue building on this momentum to redefine the future of dating and create meaningful connections for people across the globe.