BMBL
Bumble Inc.3.5300
+0.0700+2.02%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A elaborates 2.0 rollout details
Q&A largely reaffirmed the prepared remarks' transformation narrative, emphasizing the quality reset's success in stabilizing metrics amid legacy tech constraints. Management detailed a cautious 2.0 rollout—controlled testing of chapter-based story profiles and swipe alternatives, even no-swipe in select markets—to ignite curiosity and matches without risking monetization. Kevin noted Apple Pay surging past 50% of U.S. iOS payments, boosting margins with no user friction and unexpected renewal lifts. Analysts pressed on growth paths and KPIs; Whitney stressed Gen Z group dating and member outcomes like safe dates. Swipe lives on, just evolves. Confident tone persists; investors will eye 2.0 adoption for growth reacceleration.
Key Stats
Market Cap
561.09MP/E (TTM)
-Basic EPS (TTM)
-2.05Dividend Yield
0%Recent Filings
10-K
FY2025 results
Bumble Inc. reported FY2025 revenue of $965.7 million, down 10% y/y, with Bumble App revenue at $783.0 million (-9.6% y/y) from 2.4 million paying users (-13.3% y/y) despite ARPPU rising 4.2% to $26.80, while Badoo App and Other revenue fell to $182.6 million (-11.0% y/y) from 1.2 million paying users (-7.8% y/y) and ARPPU down 3.1% to $11.48. Q4 saw accelerated declines amid strategic shifts to prioritize membership health over paid acquisition, triggering $1.0 billion in impairments including $656 million goodwill and $370 million indefinite-lived intangibles from revised outlook and stock price drop. Adjusted EBITDA climbed to $313.6 million (32.5% margin, up 400bps y/y) via 37% marketing cuts and restructuring; free cash flow hit $239 million (76% conversion). Debt stood at $591 million (due 2027); $186 million TRA settled; $29 million shares repurchased. No 2026 guidance issued. Member retention risks loom large.
8-K
Bumble Q4 revenue falls 14%
Bumble reported Q4 2025 revenue down 14.3% to $224.2M and full-year revenue off 9.9% to $965.7M, hit by a 20.5% drop in paying users to 3.3M—yet ARPPU rose 7.9% to $22.20. Adjusted EBITDA held steady at $71.6M (31.9% margin), with operating cash flow surging to $250M yearly. Cash reset complete. Q1 2026 outlook: $209M-$213M revenue.
10-Q
Q3 FY2025 results
Bumble swung to an operating profit of $63.7M in Q3 ended September 30, 2025, up from a $838.2M loss y/y driven by no repeat of last year's $892.2M impairment; revenue fell 10.0% y/y to $246.2M (derived) on 16% fewer paying users, yet gross margin expanded to 71.9% from 70.9% as Apple fees eased. Cash swelled to $307.9M with $191.3M YTD operating cash flow, term debt trimmed to $589.4M (full revolver available), funding a $186M TRA buyout post-quarter. Marketing spend halved y/y. Share repurchases paused. Competition remains fierce.
8-K
TRA buyout for $186M
Bumble terminated its Tax Receivable Agreement via amendment effective November 5, 2025, paying Blackstone and Whitney Wolfe Herd affiliates ~$186M in cash for full release of all past, present, and future obligations. Blackstone exchanged all OpCo Common Units for Class A shares beforehand. This buyout, at over 50% discount to TRA liability, eliminates ongoing payments while funded from cash on hand. Special committee approved.
10-Q
Q2 FY2025 results
Bumble's Q2 revenue dipped 7.6% y/y to $248.2M, with Bumble App down 7.6% to $201.4M amid an 11.3% drop in paying users, yet ARPPU rose 4.1% to $26.85, signaling stronger monetization. Gross margin held steady at 70.1%, but a $404.9M impairment loss—tied to goodwill, intangibles, and the Fruitz sale—flipped operating income to a $338.3M loss from $52.0M profit; net loss hit $367.0M versus $37.7M earnings, driven by impairments exceeding operating shortfalls by over 20%. Q/q, revenue fell 1.0% (derived) from Q1's $247.1M, with diluted EPS at -$2.45 on 103.5M shares, consistent with no dilution. Cash climbed to $261.7M, free cash flow reached $108.6M YTD (up from $30.8M), backed by $615.2M debt at 7.18%-7.68% rates maturing 2027 and full $50M revolver access; the 2025 restructuring plan cuts 30% of staff for $13M-$18M in charges. Bumble sold Fruitz in July 2025, recognizing $6.8M impairment. Competition remains fierce in online dating.
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