Q2 26 EPS GAAP
$-0.84
MISS 473.33%
Est. $0.23
Includes a $169.3 million impairment charge to indefinite-lived intangible assets and goodwill, and a $1.5 million loss on extinguishment of debt related to the April 2026 refinancing
Q2 26 Revenue
$210.5M
BEAT +0.03%
Est. $210.5M
vs S&P Since Q2 26
-11.1%
TRAILING MARKET
BMBL -10.6% vs S&P +0.5%
Market Reaction
Did BMBL Beat Earnings? Q2 2026 Results
Bumble Inc. Posted a deeply split second quarter for fiscal 2026, delivering revenue that barely edged past expectations while its GAAP earnings fell dramatically short. Total revenue slipped 15.2% year-over-year to $210.53 million, just above the $2… Read more Bumble Inc. Posted a deeply split second quarter for fiscal 2026, delivering revenue that barely edged past expectations while its GAAP earnings fell dramatically short. Total revenue slipped 15.2% year-over-year to $210.53 million, just above the $210.46 million consensus, but GAAP EPS came in at a loss of $0.84, missing the $0.23 estimate by 473.33%, weighed down by a $169.3 million impairment charge to indefinite-lived intangible assets and goodwill as well as a $1.5 million loss on debt extinguishment tied to the company's April 2026 refinancing. The broader revenue decline reflects a platform in deliberate transition; paying users fell 16.4% to 3.2 million, though average revenue per paying user nudged up 1.2% to $21.96, a sign that monetization quality is holding even as the user base contracts. Adjusted EBITDA of $72.88 million carried a 34.6% margin, down from 38.1% a year ago. Management guided Q3 2026 revenue of $205 million to $213 million and Adjusted EBITDA of $56 million to $60 million, signaling heavier investment ahead as CEO Whitney Wolfe Herd presses forward with an extensive product transformation roadmap.
Key Takeaways
- • Revenue decline driven by 16.4% decrease in total paying users to 3.2 million
- • ARPPU increased 1.2% to $21.96 partially offsetting user declines
- • Bumble App ARPPU rose to $27.55 from $26.85 year-over-year
- • Adjusted EBITDA margin compressed to 34.6% from 38.1% due to revenue deleverage
- • Q2 results came at higher end or above guidance ranges
BMBL Forward Guidance & Outlook
For Q3 2026, Bumble guides total revenue of $205 million to $213 million, including Bumble App revenue of $167 million to $173 million, and Adjusted EBITDA of $56 million to $60 million. The company is deliberately investing across product, technology, and brand to prepare to deliver on its innovation roadmap and position for long-term growth.
BMBL YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
BMBL Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are executing against a clear roadmap of exciting new ways for our members to experience Bumble. This next chapter is designed to enable our healthier, more engaged member base to connect more intuitively and move more confidently and quickly to in-person dates. There is more happening at Bumble today than at any point in years - we are completing our platform migration, transforming our matching algorithms, giving members new ways to start a conversation, expanding how they meet in real life, and building toward new group experiences - all converging into the reimagined Bumble we expect to bring to members.”
— Whitney Wolfe Herd, Q2 2026 Earnings Press Release
BMBL Earnings Trends
BMBL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BMBL EPS Trend
Earnings per share: estimate vs actual
BMBL Revenue Trend
Quarterly revenue: estimate vs actual
BMBL Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS Includes a $169.3 million impairment charge to indefinite-lived intangible assets and goodwill, and a $1.5 million loss on extinguishment of debt related to the April 2026 refinancing | $0.23 | $-0.84 | -473.33% | $210.5M | +0.03% |
| Q1 26 | $0.26 | — | — | $212.4M | +0.37% |
| Q4 25 MISS FY | $0.21 | $-4.06 | -2,017.81% | $224.2M | +1.23% |
| FY Full Year | $1.73 | $-6.03 | -448.05% | $965.7M | +0.28% |
| Q3 25 MISS | $0.54 | $0.33 | -38.81% | $246.2M | +0.57% |
| Q2 25 MISS | $0.39 | $-2.45 | -732.75% | $248.2M | +1.05% |
| Q1 25 MISS | $0.37 | $0.13 | -64.52% | $247.1M | +0.07% |