Companies /Communication Services

Bumble Inc - Class A

NASDAQ: BMBL Internet Content & Information
$2.73
â–² $0.02 (+0.74%) today
Markets closed · 5:45pm ET

Q3 2025 Earnings

Reported Nov 5, 2025, 4:16pm ET · SEC source
$0.33
Miss −38.81%
EPS · est. $0.54
$246.2M
Beat +0.57%
Revenue · est. $244.8M
−12.8%
Trailing market
BMBL vs S&P since report
5 quarters
Consecutive EPS misses

Market Reaction

% change · around the report
−16%−8%0+8%Nov 5Nov 6report 4:16pm ETearnings−0.9%−16.8%
−16%−8%0+8%Nov 5Nov 6earnings−0.9%−16.8%
BMBL −16.8%S&P 500 −0.9%
−16%−8%0+8%Nov 5Nov 6report 4:16pm ETearnings−1.7%−16.8%
−16%−8%0+8%Nov 5Nov 6earnings−1.7%−16.8%
BMBL −16.8%NASDAQ −1.7%
0+20%Nov 4Nov 13report 4:16pm ETearnings−0.9%−16.9%
0+20%Nov 4Nov 13earnings−0.9%−16.9%
BMBL −16.9%S&P 500 −0.9%
0+20%Nov 4Nov 13report 4:16pm ETearnings−2.3%−16.9%
0+20%Nov 4Nov 13earnings−2.3%−16.9%
BMBL −16.9%NASDAQ −2.3%
−21.77%
Day of report
+0.59%
Next session
−11.79%
One week
−10.85%
30 days

S&P 500 over the same 30 days: +1.90%.

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 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

“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.”

Bumble CEO, on the earnings call

Forward Guidance & Outlook

For Q4 2025, Bumble expects total revenue of $216 million to $224 million, including Bumble App revenue of $176 million to $182 million, and Adjusted EBITDA of $61 million to $65 million. Management expects member base improvement work to create near-term headwinds to revenue and paying user metrics, while prioritizing profitability and financial flexibility as the company invests in innovation for sustainable long-term growth.

BMBL YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$80.0M$160.0M$240.0M$273.6M$246.2MRevenue$194.1M$176.9MGross Profit$30.7M$63.7MOperating Income$24.8M$51.6MNet Income
$0$80.0M$160.0M$240.0MRevenueGross ProfitOperating IncomeNet Income

BMBL Revenue by Segment

Bumble App$198.8M−9.7%
Badoo App and Other$47.4M−11.3%

Figures from SEC filings and company reports. Not investment advice.