Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-16.70%
$2.51
0% positive prob.
5-Day Prediction
-17.48%
$2.48
0% positive prob.
20-Day Prediction
-20.78%
$2.38
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q2 2026 | SELL | -16.70% | -17.48% | -20.78% | 100.0% | Pending |
| Q1 2026 | SELL | -16.29% | -16.89% | -18.96% | 100.0% | -21.68% |
| Q4 2025 | SELL | -16.29% | -16.89% | -18.96% | 100.0% | Pending |
| Q3 2025 | SELL | -15.48% | -15.04% | -16.86% | 100.0% | -27.95% |
SEC 8-K filings with transcript text
Aug 5, 2026 · 100% conf.
1D
-16.70%
$2.51
Act: -5.32%
5D
-17.48%
$2.48
20D
-20.78%
$2.38
2 bmbl-ex991prxq22026.htm
Document
Exhibit 99.1
Bumble Inc. Announces Second Quarter 2026 Results
Total Revenue Decreased 15% to $211 Million
Net Loss Was $128 Million Adjusted EBITDA Was $73 Million
AUSTIN, Texas, August 5, 2026 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the second quarter ended June 30, 2026.
“We are executing against a clear roadmap of exciting new ways for our members to experience Bumble,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. “This next chapter is designed to enable our healthier, more engaged member base to connect more intuitively and move more confidently and quickly to in-person dates. There is more happening at Bumble today than at any point in years - we are completing our platform migration, transforming our matching algorithms, giving members new ways to start a conversation, expanding how they meet in real life, and building toward new group experiences - all converging into the reimagined Bumble we expect to bring to members.”
Second Quarter 2026 Financial and Operational Highlights:
(all comparisons relative to the Second Quarter 2025)
•Total Revenue decreased 15.2% to $210.5 million, compared to $248.2 million.
oBumble App Revenue decreased 14.7% to $171.7 million, compared to $201.4 million.
oBadoo App and Other Revenue decreased 17.1% to $38.8 million, compared to $46.8 million.
•Total Paying Users decreased 16.4% to 3.2 million, compared to 3.8 million.
•Total Average Revenue per Paying User ("ARPPU") increased 1.2% to $21.96, compared to $21.69.
•Net loss was $127.9 million, or (60.7)% of revenue, which included a $169.3 million impairment charge, compared to net loss of $367.0 million, or (147.8)% of revenue, which included a $404.9 million impairment charge.
•Adjusted EBITDA was $72.9 million, or 34.6% of revenue, compared to Adjusted EBITDA of $94.6 million, or 38.1% of revenue.
Information about Bumble's use of non-GAAP financial measures is provided below under “Non-GAAP Financial Measures.”
“We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline,” said Kevin Cook, CFO of Bumble Inc. “We are now deliberately investing across product, technology, and brand as we prepare to deliver on our innovation roadmap and position the company for long-term growth.”
Key Operating Metrics:
The following metrics were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of June 30, 2026. Please refer to the Definitions section for more information.
(In thousands, except ARPPU)Three Months Ended June 30, 2026Three Months Ended June 30, 2025
Bumble App Paying Users2,077.1 2,499.8
Badoo App and Other Paying Users1,080.1 1,277.4
Total Paying Users3,157.2 3,777.2
Bumble App Average Revenue per Paying User$27.55 $26.85
Badoo App and Other Average Revenue per Paying User$11.21 $11.57
Total Average Revenue per Paying User$21.96 $21.69
Balance Sheet:
As of June 30, 2026, total cash and cash equivalents were $154.0 million and total debt was $451.0 million.
Financial Outlook:
A reconciliation of Adjusted EBITDA to GAAP net earnings (loss) and Adjusted EBITDA margin growth to GAAP net earnings (loss) margin growth, which is growth in GAAP net earnings (loss) as a percentage of revenue, has not been provided for the outlook included herein, as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.
Bumble anticipates the following results for the third quarter ending September 30, 2026:
Third Quarter 2026:
•Total Revenue in the range of $205 million to $213 million, which includes:
oBumble App Revenue of $167 million to $173 million.
•Adjusted EBITDA of $56 million to $60 million.
Actual results may differ materially from Bumble’s financial outlook as a result of, among other things, the factors described under “Forward-Looking Statements” below.
Conference Call and Webcast Information
Bumble will host a live webcast of its
May 5, 2026 · 100% conf.
1D
-16.29%
$3.59
Act: -19.59%
5D
-16.89%
$3.57
Act: -21.68%
20D
-18.96%
$3.48
Act: -33.57%
2 bmbl-ex991prxq12026.htm
Document
Exhibit 99.1
Bumble Inc. Announces First Quarter 2026 Results
Total Revenue Decreased 14% to $212 Million
Net Earnings Increased 165% to $53 Million Adjusted EBITDA Increased 28% to $83 Million
AUSTIN, Texas, May 5, 2026 - Bumble Inc. (NASDAQ: BMBL) today reported financial results for the first quarter ended March 31, 2026.
“Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. "We’re now focused on activating this higher-quality member base by launching a fully reimagined Bumble experience on our rebuilt, AI-enabled platform later this year. This next chapter will deliver a more intuitive, personalized way to connect and help members move more confidently and quickly to in-person dates.”
First Quarter 2026 Financial and Operational Highlights:
(all comparisons relative to the First Quarter 2025)
•Total Revenue decreased 14.1% to $212.4 million, compared to $247.1 million.
oBumble App Revenue decreased 14.4% to $172.7 million, compared to $201.8 million.
oBadoo App and Other Revenue decreased 12.4% to $39.7 million, compared to $45.3 million.
•Total Paying Users decreased 21.1% to 3.2 million, compared to 4.0 million.
•Total Average Revenue per Paying User ("ARPPU") increased 8.9% to $22.04, compared to $20.24.
•Net earnings increased 165.4% to $52.6 million, or 24.8% of revenue, from net earnings of $19.8 million, or 8.0% of revenue.
•Adjusted EBITDA increased 28.3% to $82.6 million, or 38.9% of revenue, from $64.4 million, or 26.1% of revenue.
Information about Bumble's use of non-GAAP financial measures is provided below under “Non-GAAP Financial Measures.”
“We maintained strong operating discipline in Q1, delivering results in line with our expectations and generating strong cash flow,” said Kevin Cook, CFO of Bumble Inc. “The company’s performance and outlook reflect a more efficient cost structure with continued investment in product and platform capabilities designed to support sustainable growth.”
Key Operating Metrics:
The following metrics were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of March 31, 2026. Please refer to the Definitions section for more information.
(In thousands, except ARPPU)Three Months Ended March 31, 2026Three Months Ended March 31, 2025
Bumble App Paying Users2,082.0 2,708.4
Badoo App and Other Paying Users1,084.3 1,306.3
Total Paying Users3,166.3 4,014.7
Bumble App Average Revenue per Paying User$27.65 $24.84
Badoo App and Other Average Revenue per Paying User$11.26 $10.72
Total Average Revenue per Paying User$22.04 $20.24
Balance Sheet:
As of March 31, 2026, total cash and cash equivalents were $245.6 million and total debt was $587.5 million.
On April 24, 2026, the Company entered into a new $475.0 million senior secured term loan, the proceeds of which, together with cash on hand, were used to repay in full and terminate its prior term loans. In addition, the Company entered into a new $50.0 million senior secured revolving credit facility, which replaced its previous revolving credit facility. The new facilities extended the Company’s debt maturities to 2030.
Financial Outlook:
A reconciliation of Adjusted EBITDA to GAAP net earnings (loss) and Adjusted EBITDA margin growth to GAAP net earnings (loss) margin growth, which is growth in GAAP net earnings (loss) as a percentage of revenue, has not been provided for the outlook included herein, as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.
Bumble anticipates the following results for the second quarter ending June 30, 2026:
Second Quarter 2026:
•Total Revenue in the range of $205 million to $213 million, which includes:
oBumble App Revenue of $168 million to $174 million.
•Adjusted EBITDA of $65 million to $70 million.
Actual results may differ materially from Bumble’s financial outlook as a result of, among other things, the fa
Mar 11, 2026 · 100% conf.
1D
-16.29%
$2.40
Act: +32.40%
5D
-16.89%
$2.39
20D
-18.96%
$2.33
bmbl-202603110001830043FALSE00018300432026-03-112026-03-11
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2026
Bumble Inc. (Exact name of registrant as specified in its charter)
Delaware001-4005485-3604367 (State or other jurisdiction of incorporation) (Commission File Number)(IRS Employer Identification No.)
1105 West 41st Street, Austin, Texas
78756 (Address of principal executive offices) (Zip Code)
Registrant’s Telephone Number, Including Area Code: (512) 696-1409 Not Applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolName of each exchange on which registered Class A common stock, par value $0.01 per shareBMBLThe Nasdaq Stock Market LLC
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02 Results of Operations and Financial Condition. On March 11, 2026, Bumble Inc. issued a press release announcing earnings for the fourth quarter and full year ended December 31, 2025. A copy of the press release is furnished herewith as Exhibit 99.1 and is incorporated by reference herein in its entirety. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that Section and shall not be deemed to be incorporated by reference into any filings under the Securities Act of 1933, as amended, or the Exchange Act.
Item 9.01 Financial Statements and Exhibits. (d) Exhibits.
Exhibit Number Description of Exhibit 99.1 Press release of Bumble Inc., dated March 11, 2026, announcing earnings for the fourth quarter and full year ended December 31, 2025.
104 Cover Page Interactive Data File (embedded within the Inline XBRL document)
2
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: March 11, 2026 By:/s/ Kevin D. Cook
Name:Kevin D. Cook
Title: Chief Financial Officer
3
This page provides Bumble Inc. (BMBL) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BMBL's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.