BMBL
Bumble Inc.3.5300
+0.0700+2.02%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
561.09MP/E (TTM)
-Basic EPS (TTM)
-2.05Dividend Yield
0%Recent Filings
8-K
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.
8-K
Bumble names new CFO amid Q2 results
Bumble Inc. appointed Kevin D. Cook as Chief Financial Officer effective August 12, 2025, succeeding interim CFO Ronald J. Fior, who will advise through August's end. Cook, with over 30 years in finance including stints at Cloudera and Barracuda, joins amid Q2 revenue dipping 8% to $248 million and a $405 million impairment hit, yet Adjusted EBITDA climbed to $95 million on cost cuts. This leadership shift bolsters financial strategy during Bumble's membership quality push. Transition risks loom if integration falters.
8-K
Bumble cuts 30% workforce
Bumble Inc. slashed its global workforce by about 240 roles, or 30%, on June 23, 2025, to streamline operations and sharpen focus on strategic priorities like product innovation. This restructuring will cost $13 million to $18 million in severance and benefits, mostly in Q3 and Q4 2025, but promises up to $40 million in annual savings—most reinvested in tech development. Updated Q2 2025 outlook: revenue $244 million to $249 million, adjusted EBITDA $88 million to $93 million. Local laws may delay full implementation.
8-K
Bumble annual meeting results
Bumble Inc. held its 2025 Annual Meeting on June 5, electing Ann Mather, Martin Brand, Jonathan C. Korngold, and Pamela A. Thomas-Graham as Class I directors for three-year terms. Stockholders ratified Ernst & Young LLP as auditors for the fiscal year ending December 31, 2025, and approved executive compensation on an advisory basis. All proposals passed with strong support, signaling investor alignment. Directors serve until 2028.
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