Bumble Inc
NASDAQ:BMBL
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Bumble Inc
NASDAQ:BMBL
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Bumble Inc
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.
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.
Results: Q4 revenue of $224 million and adjusted EBITDA of $72 million came in at the high end of guidance; full-year revenue was $966 million with adjusted EBITDA of $314 million (32% margin).
Quality reset: Management says the "quality reset" is largely complete — registrations and active users have stabilized and early retention/engagement signals are improving.
Product & tech: Bumble is rebuilding on a cloud-native, AI-first Tech Stack 2.0 with a targeted launch in Q2 2026 and a chapter-based profile, new matching flows and a personal AI assistant called Bee.
Monetization: Payer mix quality improved (subscription share of payers rose from 80% to 89%); alternative billing (Apple Pay) already boosting gross margin (≈1 ppt benefit in Q4) and >50% of U.S. iOS payments are now Apple Pay quarter-to-date.
Costs & cash: Company cut marketing dramatically (S&M $161M, 17% of revenue vs $259M, 24% prior year), generated $250M operating cash flow and $239M free cash flow in 2025, ended year with $176M cash after a $186M TRA buyout.
Guidance: Q1 2026 revenue guided to $209M–$213M (Bumble app $171M–$174M) and adjusted EBITDA $76M–$80M (~37% margin); management expects marketing and product investment to increase around the Q2 product rollout.
