Q4 25 EPS
$-4.06
MISS 2,017.81%
Est. $0.21
Q4 25 Revenue
$224.2M
BEAT +1.23%
Est. $221.4M
vs S&P Since Q4 25
-31.6%
TRAILING MARKET
BMBL -28.7% vs S&P +2.9%
Full Year 2025 Results
FY 25 EPS
$-6.03
MISS 448.05%
Est. $1.73
FY 25 Revenue
$965.7M
BEAT +0.28%
Est. $963.0M
Market Reaction
Did BMBL Beat Earnings? Q4 2025 Results
Bumble posted a narrow revenue beat in Q1 2026, but the headline number tells only half the story. The dating app operator reported revenue of $212.38 million, edging past the $211.59 million consensus estimate by 0.37%, even as sales fell 14.1% year… Read more Bumble posted a narrow revenue beat in Q1 2026, but the headline number tells only half the story. The dating app operator reported revenue of $212.38 million, edging past the $211.59 million consensus estimate by 0.37%, even as sales fell 14.1% year over year amid a deliberate contraction of its paying user base. Total Paying Users declined 21.1% to 3.2 million, yet Average Revenue per Paying User climbed 8.9% to $22.04, reflecting a leaner but more monetizable audience, the direct result of CEO Whitney Wolfe Herd's strategy to reset the platform ahead of a fully reimagined, AI-enabled experience slated for later in 2026. That cost discipline translated into a sharp profitability improvement, with net earnings reaching $52.62 million and Adjusted EBITDA rising 28.3% to $82.60 million on a 38.9% margin. Investors tracking early AI sentiment signals may note that enthusiasm for the platform's reinvention is building. For Q2 2026, Bumble guided revenue of $205 million to $213 million and Adjusted EBITDA of $65 million to $70 million.
Key Takeaways
- • Deliberate member base reset improving ecosystem health
- • Strong operating discipline and cost reduction across selling/marketing and cost of revenue
- • ARPPU growth of 8.9% to $22.04 offsetting paying user declines
- • Bumble App ARPPU increased to $27.65 from $24.84
- • Selling and marketing expense reduced by 54.9% year-over-year
BMBL Forward Guidance & Outlook
For Q2 2026, Bumble expects total revenue of $205 million to $213 million, including Bumble App Revenue of $168 million to $174 million, and Adjusted EBITDA of $65 million to $70 million. The company is focused on launching a fully reimagined, AI-enabled Bumble experience later in 2026 and maintaining a more efficient cost structure to support sustainable growth.
BMBL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BMBL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem. We're now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year. This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates.”
— Whitney Wolfe Herd, Q4 2025 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
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| 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% |