Q1 25 EPS
$0.13
MISS 64.52%
Est. $0.37
Q1 25 Revenue
$247.1M
BEAT +0.07%
Est. $246.9M
vs S&P Since Q1 25
-67.9%
TRAILING MARKET
BMBL -34.8% vs S&P +33.0%
Market Reaction
Did BMBL Beat Earnings? Q1 2025 Results
Bumble navigated a turbulent first quarter of 2025, posting earnings per share of $0.13 as total revenue slid 7.7% year over year to $247.10 million, weighed down by declines across both its flagship Bumble app and the Badoo portfolio, with foreign c… Read more Bumble navigated a turbulent first quarter of 2025, posting earnings per share of $0.13 as total revenue slid 7.7% year over year to $247.10 million, weighed down by declines across both its flagship Bumble app and the Badoo portfolio, with foreign currency headwinds alone accounting for $5.90 million of the shortfall. The monetization story grew more complicated as total ARPPU fell to $20.24 from $21.84 a year ago, signaling pricing pressure that compounded the modest user softness, with Bumble App paying users dipping to 2.7 million. Net income contracted to $19.83 million from $33.87 million in the prior-year period, though free cash flow surged to $40.83 million from nearly breakeven a year ago. The return of founder Whitney Wolfe Herd as CEO in mid-March injected fresh strategic urgency, centered on product innovation and organizational efficiency. Looking ahead, the company guided Q2 revenue of $235 million to $243 million but projected Adjusted EBITDA of $79 million to $84 million, suggesting meaningful margin recovery as marketing spend is rationalized during the platform's rebuilding phase.
Key Takeaways
- • Bumble App revenue declined 6.5% year over year, including $4.2 million unfavorable FX impact
- • Total ARPPU decreased to $20.24 from $21.84 year over year
- • Bumble App paying users declined 1% year over year and 104,000 quarter over quarter
- • Badoo App and Other revenue declined 13.0% including $1.7 million unfavorable FX impact
- • Impairment charge of $3.6 million related to Official app asset group
- • Operating cash flow improved significantly to $43.2 million from $2.4 million year over year
BMBL YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
BMBL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Since I returned in mid-March, we have set an accelerated path to return to sustainable, long-term growth. We are strengthening our member base and delivering a more intentional experience with more quality and relevant matches, enhanced by technology and product innovation. We've also strengthened our team and are working to drive greater productivity and efficiency across the organization. Our path forward is clear and we are focused on maximizing long-term value for both our members and shareholders.”
— Whitney Wolfe Herd, Q1 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% |