Bumble Inc - Class A
Q1 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +6.73%.
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 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.
- 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
“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.”
Bumble CEO, on the earnings call
Forward Guidance & Outlook
For Q2 2025, Bumble anticipates total revenue in the range of $235 million to $243 million, with Bumble App revenue of $193 million to $199 million. Adjusted EBITDA is expected to be $79 million to $84 million. The company expects short-term margin benefits as it optimizes marketing spend during its member base and product improvement initiatives. Management is focused on returning to sustainable, long-term growth while optimizing profitability.
BMBL YoY Financials
BMBL Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.