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
-24.1%
TRAILING MARKET
BMBL -11.3% vs S&P +12.9%
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 delivered a deeply mixed Q4 2025, beating revenue expectations while posting an earnings loss that dwarfed Wall Street estimates by a staggering margin. The dating app company reported revenue of $224.16 million, edging past the $221.47 millio… Read more Bumble delivered a deeply mixed Q4 2025, beating revenue expectations while posting an earnings loss that dwarfed Wall Street estimates by a staggering margin. The dating app company reported revenue of $224.16 million, edging past the $221.47 million consensus by 1.22%, though the figure still represented a 14.3% decline year-over-year as its deliberate user base "quality reset" continued to weigh on the top line. The real shock came at the bottom line, where a $630.54 million non-cash impairment charge drove GAAP EPS to $-4.06, missing the $0.23 consensus estimate by 1,831.34%. Paying users fell 20.5% to 3.3 million, though ARPPU rose 7.9% to $22.20, reflecting better monetization of a smaller audience. CEO Whitney Wolfe Herd signaled the most intensive phase of the reset is behind the company, though Q1 2026 guidance of $209 million to $213 million in revenue suggests meaningful pressure will persist heading into the new year, even as Adjusted EBITDA margins remain a relative bright spot.
Key Takeaways
- • ARPPU increased 7.9% YoY to $22.20 in Q4, partially offsetting paying user declines
- • Bumble App ARPPU rose to $27.61 from $25.17 YoY
- • Adjusted EBITDA margin expanded to 31.9% from 27.7% in Q4 YoY
- • Significant reduction in selling and marketing expense from $66.4M to $40.9M in Q4
- • Strong operating cash flow of $59.1M in Q4 vs. negative $5.4M in prior year Q4
BMBL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BMBL Revenue by Segment
With YoY comparisons, source: SEC Filings
“In 2025, we made the deliberate choice to return Bumble to its women-first foundation, raising the bar on trust and authenticity while addressing pain points our members experience with online dating. We believe that when women feel safe, confident, and intentional about who they meet, the entire ecosystem works better. With the heavy lift of our quality reset behind us, we are accelerating product innovation and prioritizing member experience enhancements. We are building from a stronger base and positioning Bumble for its next chapter of product-led growth.”
— 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% |