Match

Q2 FY2026 EarningsQ2 FY26 results were mixed, missing revenue consensus while significantly beating earnings expectations. Revenue of $853.1M fell slightly short of the $856.7M consensus (-0.4%), primarily due to a 17% YoY decline in 'Everyone Everywhere' revenue and temporary disruptions at Azar. However, diluted EPS (GAAP) of $0.70 beat the $0.65 consensus by 7.7%, driven by efficient cost management and a lower-than-expected effective tax rate of 21%. Operating income of $245.5M exceeded the $239.1M mean estimate, supported by a 16% YoY reduction in cost of revenue as users shifted away from app store payment systems.