Q3 25 EPS
$0.33
MISS 38.81%
Est. $0.54
Q3 25 Revenue
$246.2M
BEAT +0.57%
Est. $244.8M
vs S&P Since Q3 25
-49.5%
TRAILING MARKET
BMBL -37.3% vs S&P +12.1%
Market Reaction
Did BMBL Beat Earnings? Q3 2025 Results
Bumble delivered a mixed quarter in Q3 2025, narrowly beating revenue expectations while falling well short on the bottom line, as the dating app company presses through a turbulent platform overhaul. Revenue came in at $246.16 million, edging past t… Read more Bumble delivered a mixed quarter in Q3 2025, narrowly beating revenue expectations while falling well short on the bottom line, as the dating app company presses through a turbulent platform overhaul. Revenue came in at $246.16 million, edging past the $244.77 million consensus by 0.57%, but the 10% year-over-year decline underscored the ongoing strain of a shrinking user base, with total paying users falling 16% to 3.6 million. Earnings per share of $0.33 missed the $0.54 consensus by 38.81%, though the headline profit figure marked a dramatic swing from the $849.26 million net loss recorded a year ago, which had been burdened by nearly $892.25 million in impairment charges. Adjusted EBITDA margin expanded 350 basis points to 33.7%, aided by a near-halving of marketing spend. A key strategic move, the early termination of the Tax Receivable Agreement with Blackstone for roughly $186 million, is expected to bolster financial flexibility. Still, with Q4 revenue guidance of $216 million to $224 million, Wall Street's Hold-heavy analyst consensus reflects continued skepticism that near-term headwinds will ease quickly.
Key Takeaways
- • ARPPU increased 6.9% YoY to $22.64 driven by improved monetization
- • Selling and marketing expense reduced significantly from $63.5M to $32.8M
- • Adjusted EBITDA margin expanded from 30.2% to 33.7%
- • Return to net profitability with $51.6M net earnings vs. prior year $849.3M net loss
- • Bumble App ARPPU increased to $28.27 from $25.58
BMBL YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
BMBL Revenue by Segment
With YoY comparisons, source: SEC Filings
“In the third quarter, we executed with pace and focus, delivering better than expected financial results, launching significant product updates, and introducing our refreshed brand narrative.”
— Whitney Wolfe Herd, Q3 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% |