Subtext

Match Group, Inc. MTCH

SectorCommunication Services
Transcripts21
Date range2020-05-06 – 2025-05-08
Calls charted21

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-18-9+0+9+182020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Overall: +3.22020 Q2 · Overall: +7.12020 Q3 · Overall: +4.32020 Q4 · Overall: +10.22021 Q1 · Overall: +6.52021 Q2 · Overall: +10.12021 Q3 · Overall: +7.92021 Q4 · Overall: +9.62022 Q1 · Overall: +4.72022 Q2 · Overall: +9.82022 Q3 · Overall: +5.82022 Q4 · Overall: +9.02023 Q1 · Overall: +7.62023 Q2 · Overall: +12.32023 Q3 · Overall: +7.32023 Q4 · Overall: +14.32024 Q1 · Overall: +4.92024 Q2 · Overall: +16.02024 Q3 · Overall: +10.82024 Q4 · Overall: +14.02025 Q1 · Overall: +4.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-42-21+0+21+422020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · CEO: +1.22020 Q2 · CEO: +5.82020 Q3 · CEO: +3.32020 Q4 · CEO: +11.32021 Q1 · CEO: +11.42021 Q2 · CEO: +13.12021 Q4 · CEO: +13.62022 Q1 · CEO: +11.42022 Q2 · CEO: +33.12022 Q3 · CEO: +19.92022 Q4 · CEO: +26.02023 Q1 · CEO: +21.12023 Q3 · CEO: +27.92023 Q4 · CEO: +26.62024 Q1 · CEO: +12.22024 Q2 · CEO: +36.92024 Q3 · CEO: +28.52024 Q4 · CEO: +15.92025 Q1 · CEO: +10.82020 Q2 · CFO: +16.02020 Q3 · CFO: +10.62020 Q4 · CFO: +10.92021 Q1 · CFO: +6.22021 Q3 · CFO: +8.52021 Q4 · CFO: +10.02022 Q1 · CFO: +4.82022 Q2 · CFO: +4.22022 Q3 · CFO: +3.22022 Q4 · CFO: +4.22023 Q1 · CFO: +6.02023 Q2 · CFO: +15.62023 Q3 · CFO: +2.02023 Q4 · CFO: +13.32024 Q1 · CFO: +12.52024 Q2 · CFO: +8.92024 Q3 · CFO: +6.82024 Q4 · CFO: +20.22025 Q1 · CFO: +0.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-25-13+0+13+252020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1 · Prepared remarks: +1.02020 Q2 · Prepared remarks: +15.02020 Q3 · Prepared remarks: +11.52020 Q4 · Prepared remarks: +8.52021 Q1 · Prepared remarks: +15.22021 Q2 · Prepared remarks: +14.52021 Q3 · Prepared remarks: +10.82021 Q4 · Prepared remarks: +11.62022 Q1 · Prepared remarks: +6.92022 Q2 · Prepared remarks: +12.42022 Q3 · Prepared remarks: +9.02022 Q4 · Prepared remarks: +7.82023 Q1 · Prepared remarks: +12.72023 Q2 · Prepared remarks: +19.12023 Q3 · Prepared remarks: +11.52023 Q4 · Prepared remarks: +20.42024 Q1 · Prepared remarks: +7.72024 Q2 · Prepared remarks: +18.52024 Q3 · Prepared remarks: +12.62024 Q4 · Prepared remarks: +22.02025 Q1 · Prepared remarks: +10.42020 Q1 · Q&A responses: +9.02020 Q2 · Q&A responses: +6.12020 Q3 · Q&A responses: +4.82020 Q4 · Q&A responses: +12.52021 Q1 · Q&A responses: +5.82021 Q2 · Q&A responses: +9.72021 Q3 · Q&A responses: +6.92021 Q4 · Q&A responses: +11.22022 Q1 · Q&A responses: +6.52022 Q2 · Q&A responses: +13.52022 Q3 · Q&A responses: +7.62022 Q4 · Q&A responses: +13.72023 Q1 · Q&A responses: +8.72023 Q2 · Q&A responses: +13.02023 Q3 · Q&A responses: +7.42023 Q4 · Q&A responses: +14.52024 Q1 · Q&A responses: +12.62024 Q2 · Q&A responses: +16.82024 Q3 · Q&A responses: +13.42024 Q4 · Q&A responses: +17.52025 Q1 · Q&A responses: +4.4
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.84$2.34$2.842020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: $2.102020 Q2: $2.152020 Q3: $2.382020 Q4: $2.232021 Q1: $2.312021 Q2: $2.572021 Q3: $2.602021 Q4: $2.612022 Q1: $2.772022 Q2: $2.632022 Q3: $1.912022 Q4: $2.062023 Q1: $2.232023 Q2: $2.192023 Q3: $2.342023 Q4: $2.182024 Q1: $2.272024 Q2: $2.272024 Q3: $2.31

Forward P/E

8.9741.2173.462020 Q12020 Q42021 Q32022 Q22023 Q12023 Q42024 Q32020 Q1: 24.702020 Q2: 43.842020 Q3: 45.462020 Q4: 69.012021 Q1: 66.772021 Q2: 55.652021 Q3: 61.232021 Q4: 47.442022 Q1: 33.312022 Q2: 29.242022 Q3: 30.752022 Q4: 21.632023 Q1: 16.332023 Q2: 20.192023 Q3: 18.192023 Q4: 15.342024 Q1: 14.682024 Q2: 13.422024 Q3: 15.70

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2020 Q3 tone ↓ -2.8 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↑ +5.9 fwd EPS ↓ -0.15 Tone rose while the forward EPS estimate was cut.
  • 2021 Q1 tone ↓ -3.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -4.9 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +5.0 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2023 Q2 tone ↑ +4.7 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2023 Q3 tone ↓ -5.0 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q4 tone ↑ +7.0 fwd EPS ↓ -0.16 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -9.4 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.2 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-08+4.5——View →
2024 Q42025-02-05+14.0——View →
2024 Q32024-11-07+10.8$2.3115.7View →
2024 Q22024-07-31+16.0$2.2713.4View →
2024 Q12024-05-08+4.9$2.2714.7View →
2023 Q42024-01-31+14.3$2.1815.3View →
2023 Q32023-11-01+7.3$2.3418.2View →
2023 Q22023-08-02+12.3$2.1920.2View →