Earnings summaries and quarterly performance for Bumble.
Executive leadership at Bumble.
Board of directors at Bumble.
AM
Amy M. Griffin
Detailed
Director
AM
Ann Mather
Detailed
Chair of the Board
EA
Elisa A. Steele
Detailed
Director
JC
Jonathan C. Korngold
Detailed
Director
MB
Martin Brand
Detailed
Director
MS
Matthew S. Bromberg
Detailed
Director
PA
Pamela A. Thomas-Graham
Detailed
Director
RL
R. Lynn Atchison
Detailed
Director
SL
Sissie L. Hsiao
Detailed
Director
Research analysts who have asked questions during Bumble earnings calls.
Eric Sheridan
Goldman Sachs
4 questions for BMBL
Also covers: ABNB, ACVA, AMZN +42 more
Nathaniel Feather
Morgan Stanley
4 questions for BMBL
Also covers: CHWY, DUOL, EBAY +6 more
Shweta Khajuria
Wolfe Research, LLC
4 questions for BMBL
Also covers: CART, CHWY, DASH +14 more
Ygal Arounian
Citigroup
4 questions for BMBL
Also covers: ANGI, BARK, CRTO +13 more
Andrew Marok
Raymond James Financial
3 questions for BMBL
Also covers: DSP, DV, EA +10 more
BB
Benjamin Black
Deutsche Bank AG
2 questions for BMBL
Also covers: APP, COMP, LYFT +10 more
JB
John Blackledge
TD Cowen
2 questions for BMBL
Also covers: AMZN, GRND, IAC +3 more
RC
Robert Coolbrith
Evercore ISI
2 questions for BMBL
Also covers: CDLX, ETSY, GDDY +8 more
CC
Cory Carpenter
JPMorgan Chase & Co.
1 question for BMBL
Also covers: ANGI, APP, EA +16 more
CN
Curtis Nagle
Bank of America
1 question for BMBL
Also covers: ACVA, CHWY, CSGP +12 more
EW
Eli Winter
Deutsche Bank
1 question for BMBL
LC
Laura Champine
Loop Capital Markets LLC
1 question for BMBL
Also covers: CAL, COST, CROX +7 more
LW
Logan Whalley
TD Cowen
1 question for BMBL
Also covers: GRND
Recent press releases and 8-K filings for BMBL.
Bumble Reports Q3 2025 Results Amidst Strategic Reset
BMBL
Earnings
Guidance Update
New Projects/Investments
- Bumble reported Q3 2025 total revenue of $246 million, a 10% year-over-year decline, and adjusted EBITDA of $83 million (34% margin). For Q4 2025, total revenue is projected between $216 million and $224 million, with adjusted EBITDA between $61 million and $65 million.
- The company's "quality-over-quantity" strategic reset, involving August product updates and reduced marketing, led to near-term declines in member registrations and paying users. However, early indicators show improved retention and an 11% increase in Revenue Per Paying User (RPPU) for the Bumble app in Q3.
- Bumble announced it will purchase all outstanding Tax Receivable Agreement (TRA) rights for approximately $186 million using available cash, eliminating a significant liability and improving future cash flows.
- Strategic initiatives include the development of an AI-first cloud-native platform expected to launch in mid-2026 and a standalone AI product. Kevin Cook was also introduced as the new CFO.
Nov 5, 2025, 9:30 PM
Bumble Reports Q3 2025 Financial Results
BMBL
Earnings
Demand Weakening
Guidance Update
- Bumble's Total Revenue for Q3 2025 reached $246.2 million, representing a 10% decrease compared to Q3 2024.
- The company reported Net Earnings of $51.6 million and Adjusted EBITDA of $83.1 million for Q3 2025, with Adjusted EBITDA increasing 1% year-over-year.
- Total Paying Users decreased by 16% year-over-year to 3.6 million in Q3 2025, while Total Average Revenue per Paying User (ARPPU) increased by 7% to $22.64.
- Bumble's Q3 2025 results exceeded its previous outlook, with Total Revenue of $246.2 million surpassing the $216-$224 million range and Adjusted EBITDA of $83.1 million exceeding the $61-$65 million range.
Nov 5, 2025, 9:30 PM
Bumble Inc. Announces Q3 2025 Results and TRA Buyout
BMBL
Earnings
Guidance Update
Demand Weakening
- Bumble Inc. reported a 10.0% decrease in total revenue to $246.2 million for Q3 2025, compared to Q3 2024, with total paying users decreasing by 16.0% to 3.6 million.
- The company achieved net earnings of $51.6 million in Q3 2025, a significant improvement from a net loss of $849.3 million in Q3 2024, which included $892.2 million in non-cash impairment charges. Adjusted EBITDA for Q3 2025 was $83.1 million.
- Bumble Inc. provided Q4 2025 guidance, anticipating total revenue in the range of $216 million to $224 million and Adjusted EBITDA between $61 million and $65 million.
- The company announced an early termination and settlement of its Tax Receivable Agreement (TRA) for approximately $186 million, representing a discount of more than 50% to the TRA liability's carrying value, which is expected to enhance cash flow and strategic flexibility.
Nov 5, 2025, 9:16 PM
Bumble Inc. Announces Third Quarter 2025 Results
BMBL
Earnings
Guidance Update
Demand Weakening
- Bumble Inc. reported a 10.0% decrease in total revenue to $246.2 million and a 16.0% decrease in total paying users to 3.6 million for the third quarter ended September 30, 2025, compared to the prior year period.
- The company achieved net earnings of $51.6 million in Q3 2025, a significant improvement from a net loss of $849.3 million in Q3 2024, which included $892.2 million of non-cash impairment charges.
- Adjusted EBITDA increased to $83.1 million in Q3 2025, up from $82.6 million in Q3 2024.
- For the fourth quarter ending December 31, 2025, Bumble anticipates total revenue between $216 million and $224 million and Adjusted EBITDA between $61 million and $65 million.
- Bumble also announced an agreement for an early termination and settlement of the Tax Receivable Agreement for approximately $186 million.
Nov 5, 2025, 9:15 PM
Bragar Eagel & Squire, P.C. Investigates Bumble (BMBL) Following Q2 2025 User Decline
BMBL
Legal Proceedings
Demand Weakening
- Bragar Eagel & Squire, P.C. is investigating Bumble, Inc. (BMBL) for potential violations of federal securities laws and unlawful business practices on behalf of its stockholders.
- The investigation follows Bumble's Q2 2025 results, released on August 6, 2025, which reported an 8.7% drop in total paying users to 3.8 million.
- This decline is compared to 4 million paying users in Q1 2025 and 4.2 million in Q4 of the previous year.
- Following this news, Bumble's stock price fell 15.94%, or $1.22 per share, to close at $6.43 per share on August 7, 2025.
Oct 7, 2025, 7:25 PM
Bumble Announces Global Workforce Reduction
BMBL
Layoffs
Guidance Update
New Projects/Investments
- Bumble Inc. announced a global workforce reduction of approximately 240 roles, representing about 30% of its staff, as part of a strategic realignment to improve operational efficiency.
- This restructuring is expected to incur one-time charges between $13 million and $18 million predominantly in the third and fourth quarters of 2025, but aims to achieve up to $40 million in annual cost savings.
- The majority of the anticipated cost savings are planned to be reinvested in product and technology development.
- Bumble has revised its second-quarter 2025 revenue outlook upwards to between $244 million and $249 million.
Jun 25, 2025, 1:58 PM
Bumble Inc Q1 2025 Earnings Results & Q2 Guidance Summary
BMBL
Earnings
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- Q1 2025 Results: Total revenue was $247.1M (down 8% YoY) with GAAP net earnings of $19.8M (down 41%) and Adjusted EBITDA of $64.4M (down 13%)
- Q2 2025 Guidance: Forecasting revenue of $235–$243M and adjusted EBITDA between $79–$84M
- Bumble App Performance: App revenue reached $201.8M (down ~6%) with approximately 2.7M paying users and nearly 4.0M total paying users
- Strategic Initiatives: Focusing on a higher-quality member base by reducing performance marketing, intensifying bot/scam removal, and boosting matching algorithms using AI
- Cost Optimization: Targeting $15M in operating cost savings and a $20M reduction in marketing spend for Q2
- Capital Actions: Repurchased about $29M in shares
May 7, 2025, 8:30 PM
Quarterly earnings call transcripts for Bumble.
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