Match Group Inc
35161404-d577-4559-bb56-48f3bfa5d996
PRODUCTION_VERIFIED schema v4.0.0 Inferred last heartbeat: 2026-06-03T18:32:30Z

Business Model Classification Tokens

monetization_vector
recurring subscription fees and à la carte purchases, plus advertising
Medium
SEC-10K 0000891103-26-000025
pricing_architecture
Tiered (subscription tiers) + usage-based (à la carte) + negotiated (promotional offers)
Medium
SEC-10K 0000891103-26-000025
target_gross_margin_bracket
55–60%
Inferred
Legacy_BMS_v3
revenue_model_type
subscription / transactional (freemium with à la carte features)
Medium
SEC-10K 0000891103-26-000025
customer_acquisition_metric
Paid and organic channels; word-of-mouth and digital marketing
Medium
SEC-10K 0000891103-26-000025
customer_segment_primary
Consumer
Medium
SEC-10K 0000891103-26-000025
customer_segment_secondary
Advertisers
Medium
SEC-10K 0000891103-26-000025
business_model_type_primary
SaaS / Digital Platform (Freemium)
Medium
SEC-10K 0000891103-26-000025
business_model_type_secondary
Advertising-supported platform
Medium
SEC-10K 0000891103-26-000025
supply_chain_dependency
High
Medium
SEC-10K 0000891103-26-000025
headcount_cost_structure
Sublinear
Medium
SEC-10K 0000891103-26-000025
geographic_footprint
Global with significant international exposure
Medium
SEC-10K 0000891103-26-000025
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
howey_test_risk_index
Low
Medium
SEC-10K 0000891103-26-000025
antitrust_exposure_flag
Yes
Medium
SEC-10K 0000891103-26-000025
data_sovereignty_risk
High
Medium
SEC-10K 0000891103-26-000025
vendor_lock_dependency_score
High
Medium
SEC-10K 0000891103-26-000025
pricing_power_rating
Moderate
Medium
SEC-10K 0000891103-26-000025
network_effect_present
Partial
Medium
SEC-10K 0000891103-26-000025
switching_cost_profile
Low
Inferred
Legacy_BMS_v3
asset_efficiency_ratio
16.7% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Mixed
Medium
SEC-10K 0000891103-26-000025
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0000891103-26-000025
debt_leverage_profile
-15.67x Total Debt / Equity (Negative equity)
High
SEC-XBRL
geopolitical_supply_exposure
Low intensity; China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0000891103-26-000025
international_expansion_readiness
High
Medium
SEC-10K 0000891103-26-000025
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.31 (HIL — ~31% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
commodity_exposure_profile
Low intensity; commodities: electricity (grid power for networks and data centers), copper (legacy access networks, cabling, connectors), fiber-optic glass / silica with germanium dopant, diesel fuel (fleet operations and backup generation), steel (towers, masts, conduit), aluminum (cable sheathing, enclosures, structures); geopolitical: China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
regulatory_exposure_profile
Medium burden; regimes: FCC, FTC, GDPR, DOJ, CFIUS, EU DMA; Platform content-liability reform and antitrust actions threaten core business models.
Medium
GICS-regulatory-overlay-v1
sec_cik
0000891103
High
SEC-EDGAR
ticker
MTCH
High
SEC-EDGAR
capital_expenditure_profile
1.6% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
churn_vulnerability_index
High
Medium
SEC-10K 0000891103-26-000025
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0000891103-26-000025
activist_13d_count_1y
0
Medium
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
10
Medium
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
Medium
SEC-13D/G registry, subject-verified
insider_buys_6m
1
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_sells_6m
4
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_net_shares_6m
-25432
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_last_transaction_date
2026-09-02
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
Insider_Dog_Checked
2026-10-01T20:10|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Knowledge Graph — All Sections

monetization_vector
recurring subscription fees and à la carte purchases, plus advertising
Medium
SEC-10K 0000891103-26-000025
pricing_architecture
Tiered (subscription tiers) + usage-based (à la carte) + negotiated (promotional offers)
Medium
SEC-10K 0000891103-26-000025
target_gross_margin_bracket
55–60%
Inferred
Legacy_BMS_v3
revenue_model_type
subscription / transactional (freemium with à la carte features)
Medium
SEC-10K 0000891103-26-000025
customer_acquisition_metric
Paid and organic channels; word-of-mouth and digital marketing
Medium
SEC-10K 0000891103-26-000025
customer_segment_primary
Consumer
Medium
SEC-10K 0000891103-26-000025
customer_segment_secondary
Advertisers
Medium
SEC-10K 0000891103-26-000025
business_model_type_primary
SaaS / Digital Platform (Freemium)
Medium
SEC-10K 0000891103-26-000025
business_model_type_secondary
Advertising-supported platform
Medium
SEC-10K 0000891103-26-000025
supply_chain_dependency
High
Medium
SEC-10K 0000891103-26-000025
headcount_cost_structure
Sublinear
Medium
SEC-10K 0000891103-26-000025
geographic_footprint
Global with significant international exposure
Medium
SEC-10K 0000891103-26-000025
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
howey_test_risk_index
Low
Medium
SEC-10K 0000891103-26-000025
antitrust_exposure_flag
Yes
Medium
SEC-10K 0000891103-26-000025
data_sovereignty_risk
High
Medium
SEC-10K 0000891103-26-000025
vendor_lock_dependency_score
High
Medium
SEC-10K 0000891103-26-000025
pricing_power_rating
Moderate
Medium
SEC-10K 0000891103-26-000025
network_effect_present
Partial
Medium
SEC-10K 0000891103-26-000025
switching_cost_profile
Low
Inferred
Legacy_BMS_v3
asset_efficiency_ratio
16.7% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Mixed
Medium
SEC-10K 0000891103-26-000025
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0000891103-26-000025
debt_leverage_profile
-15.67x Total Debt / Equity (Negative equity)
High
SEC-XBRL
geopolitical_supply_exposure
Low intensity; China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0000891103-26-000025
international_expansion_readiness
High
Medium
SEC-10K 0000891103-26-000025
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.31 (HIL — ~31% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
commodity_exposure_profile
Low intensity; commodities: electricity (grid power for networks and data centers), copper (legacy access networks, cabling, connectors), fiber-optic glass / silica with germanium dopant, diesel fuel (fleet operations and backup generation), steel (towers, masts, conduit), aluminum (cable sheathing, enclosures, structures); geopolitical: China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
regulatory_exposure_profile
Medium burden; regimes: FCC, FTC, GDPR, DOJ, CFIUS, EU DMA; Platform content-liability reform and antitrust actions threaten core business models.
Medium
GICS-regulatory-overlay-v1
sec_cik
0000891103
High
SEC-EDGAR
ticker
MTCH
High
SEC-EDGAR
capital_expenditure_profile
1.6% CapEx / Revenue (Low-CapEx Asset-Light)
High
SEC-XBRL
churn_vulnerability_index
High
Medium
SEC-10K 0000891103-26-000025
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0000891103-26-000025
activist_13d_count_1y
0
Medium
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
10
Medium
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
Medium
SEC-13D/G registry, subject-verified
insider_buys_6m
1
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_sells_6m
4
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_net_shares_6m
-25432
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
insider_last_transaction_date
2026-09-02
High
SEC-Form4 0000891103-26-000138..0000891103-26-000034
Insider_Dog_Checked
2026-10-01T20:10|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Business Model Components

Core Space

Match Group Inc operates as a E-commerce-Digital business within the Communication Services sector. Core value is delivered through a Freemium-Gate pricing model targeting B2C-Mass-Market customers, achieving gross margins of 55–60%.

Interaction Modes

Primary engagement with B2C-Mass-Market buyers via a Recurring revenue model. Low switching costs anchor retention. Operations span Global markets.

Product Matrix

Monetization: Subscription, In-App Purchases, Ad-Supported. Pricing: Freemium-Gate. Cost structure: Sublinear-Platform-Leverage.

Historical Evolution Log

Live Operational Signals

2026-06-03System InitTurn 3B daemon active
BMS-SYSTEM

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-06-03Moat verified
SKILL_LEGAL_SEC_01PASS2026-06-03Regulatory OK
SKILL_SHORT_BEAR_01PASS2026-06-03No critical fragility
SKILL_MACRO_STRAT_01PASS2026-06-03Macro OK
SKILL_OPS_PARTNER_01PASS2026-06-03Unit economics OK

Live Status (System-Managed)

schema_version
4.0.0
overall_confidence
Inferred
last_updated
2026-06-03T18:32:30Z
last_verified
2026-06-03T18:32:30Z
verification_method
migration-agent
owner
migration-agent
token_count.total
25
token_count.high
0
token_count.medium
0
token_count.inferred
25
stale_tokens
none
inferred_tokens
monetization_vectorpricing_architecturetarget_gross_margin_bracketrevenue_model_typecustomer_acquisition_metriccustomer_segment_primarybusiness_model_type_primarysupply_chain_dependencyheadcount_cost_structuregeographic_footprintregulatory_burden_tierhowey_test_risk_indexantitrust_exposure_flagdata_sovereignty_riskvendor_lock_dependency_score +10 more