Bumble Inc
NASDAQ:BMBL

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Bumble Inc
NASDAQ:BMBL
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Price: 3.45 USD -2.27% Market Closed
Market Cap: 389m USD

Bumble Inc
Investor Relations

Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The company is headquartered in Austin, Texas and currently employs 900 full-time employees. The company went IPO on 2021-02-11. The firm is primarily engaged in online dating platform business. Its platform enables people to connect and build equitable and healthy relationships on their own terms. The company operates two dating mobile applications (app), such as Bumble and Badoo. The Bumble app is built with women at the center. Its subscription offerings include Bumble Boost and Bumble Premium, which provide users with additional features. The company offers users flexible subscription plans, such as 7-day, 30-day and 90-day. In addition to dating, it also provides products, including Bumble BFF for friendships and Bumble Bizz for professional networking and mentorship. Its serves across countries, including the United States, United Kingdom, Australia and Canada. The Badoo app offers Web and mobile free-to-use dating products. The company focuses on building meaningful connections to everyone. Its subscription offerings on Badoo app are Badoo Premium and Badoo Premium Plus.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Revenue & Profit: Q3 revenue came in at $246 million, near the high end of guidance but down 10% year-over-year due to intentional actions to improve member quality.

Strategic Reset: The company is prioritizing 'quality over quantity' by tightening verification, reducing low-intent profiles, and focusing on trust and safety, which is causing near-term declines in member registrations and paying users.

Profitability: Adjusted EBITDA was $83 million with a margin of 34%, up from 30% last year, aided by reduced marketing spending and headcount restructuring.

Q4 Guidance: Q4 revenue is expected between $216 million and $224 million (down 17% to 14% YoY), and adjusted EBITDA between $61 million and $65 million, with margins normalizing as investments resume.

AI & Product Innovation: Bumble is launching incremental upgrades to profiles, verification, and matching, and is building a new AI-first cloud-native platform and a stand-alone AI product, both to roll out over the next two years.

Cost Discipline: Marketing and headcount expenses were cut, but selective hiring in AI and product will continue; cash position remains strong at $308 million.

Capital Structure: Bumble is eliminating its TRA liability for $186 million using available cash, simplifying its balance sheet and improving strategic flexibility.

Key Financials
Revenue
$246 million
Bumble App Revenue
$199 million
Badoo App and Other Revenue
$47 million
Adjusted EBITDA
$83 million
Adjusted EBITDA Margin
34%
Cash and Equivalents
$308 million
Net Income
$52 million
Cash Flow from Operations
$77 million
Cost of Revenue
$69 million
Product Development Expense
$25 million
Sales and Marketing Expense
$32 million
G&A Expense
$37 million
Earnings Call Recording
Other Earnings Calls

Management

Ms. Whitney Wolfe Herd
Founder & Executive Chair
No Bio Available
Ms. Anuradha B. Subramanian
Chief Financial Officer
No Bio Available
Ms. Lidiane S. Jones
CEO & Director
No Bio Available
Mr. Antoine Leblond
Chief Technology Officer
No Bio Available
Cherryl Valenzuela
Vice President of Investor Relations
No Bio Available
Ms. Elizabeth Monteleone
Chief Legal Officer
No Bio Available
Ms. Selby Drummond
Chief Marketing Officer
No Bio Available
Mr. David Ard
Chief People Officer
No Bio Available

Contacts

Address
TEXAS
Austin
1105 West 41St Street
Contacts
+15126961409.0
bumble.com