Companies /Communication Services

Bumble Inc - Class A

NASDAQ: BMBL Internet Content & Information
$2.76
â–² $0.05 (+1.66%) today
Markets open · 10:06am ET

Q4 2025 Earnings

Reported Mar 11, 2026, 4:06pm ET · SEC source
$-4.06
Miss −2,017.81%
EPS · est. $0.21
$224.2M
Beat +1.23%
Revenue · est. $221.4M
−5.3%
Trailing market
BMBL vs S&P since report
5 quarters
Consecutive EPS misses

Market Reaction

% change · around the report
0+20%Mar 11Mar 12report 4:06pm ETearnings−1.4%+17.0%
0+20%Mar 11Mar 12earnings−1.4%+17.0%
BMBL +17.0%S&P 500 −1.4%
0+20%Mar 11Mar 12report 4:06pm ETearnings−1.7%+17.0%
0+20%Mar 11Mar 12earnings−1.7%+17.0%
BMBL +17.0%NASDAQ −1.7%
−20%0+20%Mar 10Mar 19report 4:06pm ETearnings−2.1%+5.7%
−20%0+20%Mar 10Mar 19earnings−2.1%+5.7%
BMBL +5.7%S&P 500 −2.1%
−20%0+20%Mar 10Mar 19report 4:06pm ETearnings−2.0%+5.7%
−20%0+20%Mar 10Mar 19earnings−2.0%+5.7%
BMBL +5.7%NASDAQ −2.0%
+34.15%
Day of report
−1.05%
Next session
−1.84%
One week
−1.05%
30 days

S&P 500 over the same 30 days: +4.26%.

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 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

“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.”

Bumble CEO, on the earnings call

Forward Guidance & Outlook

For Q1 2026, Bumble anticipates total revenue in the range of $209 million to $213 million, with Bumble App Revenue of $171 million to $174 million, and Adjusted EBITDA of $76 million to $80 million.

BMBL YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$80.0M$160.0M$240.0M$261.7M$224.2MRevenue$183.7M$159.6MGross Profit
$0$80.0M$160.0M$240.0MRevenueGross Profit

BMBL Revenue by Segment

Bumble App$181.0M−14.8%
Badoo App and Other$43.2M−12.4%

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