Earnings summaries and quarterly performance for Bumble.
Executive leadership at Bumble.
Board of directors at Bumble.
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
Benjamin Black
Deutsche Bank AG
2 questions for BMBL
Also covers: APP, COMP, LYFT +10 more
John Blackledge
TD Cowen
2 questions for BMBL
Also covers: AMZN, GRND, IAC +3 more
Robert Coolbrith
Evercore ISI
2 questions for BMBL
Also covers: CDLX, ETSY, GDDY +8 more
Cory Carpenter
JPMorgan Chase & Co.
1 question for BMBL
Also covers: ANGI, APP, EA +16 more
Curtis Nagle
Bank of America
1 question for BMBL
Also covers: ACVA, CHWY, CSGP +12 more
Eli Winter
Deutsche Bank
1 question for BMBL
Laura Champine
Loop Capital Markets LLC
1 question for BMBL
Also covers: CAL, COST, CROX +7 more
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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