Bumble (BMBL) Q2 2026 Earnings
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
How Did BMBL Stock React to Q2 2026 Earnings?
S&P 500 over the same 30 days: −0.34%.
Did BMBL Beat Earnings? Q2 2026 Results
No. Bumble reported Q2 2026 earnings of $-0.84 a share on Aug 5, 2026, missing the $0.23 consensus estimate by 473.3%. Revenue was $210.5M against a $210.5M estimate.
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.
- 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
“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.”
Bumble CEO, on the earnings call
What Is Bumble's 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
| Metric | Q2 2026 | Q2 2025 | Year over year |
|---|---|---|---|
| Revenue | $210.5M | $248.2M | −15.2% |
| Gross Profit | $156.5M | $173.9M | −10.0% |
| Operating Income | −$112.0M | −$67.1M | +66.9% |
| Net Income | −$127.9M | −$85.5M | +49.6% |
BMBL Revenue by Segment
When Does Bumble Report Next?
Figures from SEC filings and company reports. Not investment advice.