BMBL

Bumble’s first quarter results reflected the effects of its ongoing member base reset and operational changes. Management attributed the year-on-year revenue decline and user contraction to a deliberate decision to prioritize quality over quantity in its member ecosystem, aiming to improve long-term engagement and monetization. CEO Whitney Wolfe Herd described this period as a “real transformation,” emphasizing foundational work to improve member quality and experience, with short-term trade-offs in scale. The company also cited disciplined cost management, notably a shift toward organic marketing and reduced performance marketing spend, as key drivers of improved operating margin. Is now the time to buy BMBL? Find out in our full research report (it’s free). Revenue: $212.4 million vs analyst estimates of $211.6 million (14.1% year-on-year decline, in line) Adjusted EPS: $0.31 vs analyst estimates of $0.26 (19.3% beat) Adjusted EBITDA: $82.6 million vs analyst estimates of $77.46 million (38.9% margin, 6.6% beat) Revenue Guidance for Q2 CY2026 is $209 million at the midpoint, below analyst estimates of $215.6 million EBITDA guidance for Q2 CY2026 is $67.5 million at the midpoint, below analyst estimates of $69.13 million Operating Margin: 30.7%, up from 18.1% in the same quarter last year Paying Users: 3.17 million, down 848,400 year on year Market Capitalization: $429.1 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Eric James Sheridan (Goldman Sachs) asked about the impact of the new tech stack on Bumble’s pace of innovation and personalization. CEO Whitney Wolfe Herd explained the legacy system created bottlenecks, and the new stack should allow for rapid changes and more personalized user experiences. Shweta Khajuria (Wolfe Research) questioned the confidence behind a rebound post-activation phase and the expected timeline for improved metrics. Wolfe Herd described the backend overhaul as the enabler, with the redesigned interface expected to drive better user outcomes starting in Q4 and into 2027. Nathaniel Jay Feather (Morgan Stanley) asked about barriers to converting matches into real-world dates a...

There's been a notable change in appetite for Bumble Inc. (NASDAQ:BMBL) shares in the week since its quarterly report, with the stock down 19% to US$3.43. Revenues were US$212m, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$0.34 were also better than expected, beating analyst predictions by 15%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Taking into account the latest results, the 16 analysts covering Bumble provided consensus estimates of US$846.6m revenue in 2026, which would reflect a considerable 9.1% decline over the past 12 months. Bumble is also expected to turn profitable, with statutory earnings of US$1.01 per share. Before this earnings report, the analysts had been forecasting revenues of US$857.4m and earnings per share (EPS) of US$1.07 in 2026. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year. View our latest analysis for Bumble The consensus price target held steady at US$4.37, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Bumble at US$5.00 per share, while the most bearish prices it at US$3.50. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. We would highlight that re...

Bumble (BMBL) shares were down more than 21% in Wednesday trading, a day after the company reported

Bumble Inc (NASDAQ:BMBL) shares tumbled about 21% to about $3 after the dating app operator issued weaker-than-expected guidance, overshadowing a first quarter earnings beat. Bumble forecast second-quarter revenue in the range of $205 million to $213 million, below analyst expectations of around $215 million. The company also guided for adjusted EBITDA of $65 million to $70 million for the period. For Q1, Bumble reported adjusted earnings per share of $0.34, well above analyst expectations of about $0.25 to $0.26. Revenue came in at $212.4 million, slightly ahead of estimates of $211.5 million, though down 14% from $247.1 million a year earlier. Adjusted EBITDA totaled $83 million, exceeding the $77.5 million consensus, while net earnings rose 165% year over year to $52.6 million. Despite the better-than-expected profitability, underlying operating trends remained under pressure. Total paying users declined 21.1% to 3.2 million, compared with 4 million in the prior-year period. Average revenue per paying user increased 8.9% to $22.04, partially offsetting the user decline. By segment, Bumble App revenue fell 14.4% to $172.7 million, while Badoo App and other revenue declined 12.4% to $39.7 million. “Our deliberate steps to reset the Bumble member base have meaningfully improved the health of our ecosystem,” Bumble CEO Whitney Wolfe Herd said in a statement. "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.” Following the report, analysts at Jefferies maintained a Hold rating on the stock and lowered their price target to $4 from $5, citing ongoing user declines and a weaker near-term revenue trajectory. While they noted gross margin expansion of more than 300 basis points year over year, supported in part by growing adoption of alternative billing methods such as Apple Pay, and said revenue headwinds could begin to moderate through 2026, they flagged continued pressure on paying users. Jefferies highlighted that Bumble lost about 100,000 paying users sequentially in the first quarter, worse than the roughly 80,000 decline expected by the Street, with year-over-year declines showing limited signs of sustained improvement. They noted the launch of new member experiences in select markets in Q4, with a broader rollout in 2027. “The platform will...

Management executed a deliberate 'quality reset' of the member base, prioritizing well-intentioned, engaged users over raw scale to improve ecosystem health. Performance attribution for the quarter was driven by intensive operating discipline and a shift toward organic marketing, which reduced spend to less than 50% of pre-reset levels. The company identified 'legacy tech debt' as the primary constraint on innovation, noting that simple recommendation engine changes previously took months to implement. Strategic positioning is shifting from a marketing-led model to a product-led framework focused on closing the gap between online discovery and real-world connection. The 'Bee' AI layer is being utilized to capture richer member context during onboarding, which management believes will strengthen the underlying recommendation engine. Bumble is expanding its strategic focus beyond one-to-one dating into broader 'connection' categories, specifically targeting Gen Z women through group features in Bumble BFF. A new cloud-native, AI-enabled tech stack is expected to launch in the coming weeks, enabling faster A/B testing and real-time algorithmic iterations. A fully reimagined Bumble Date experience, featuring a new interaction model and profile system, is scheduled for a select market rollout in Q4 2026. Revenue headwinds are expected to moderate throughout 2026 as the acute effects of the quality reset dissipate and the member base begins to rebuild. Adjusted EBITDA margins are projected to normalize in the second half of 2026 as the company ramps up investment in technology talent and marketing for new product launches. The long-term financial profile assumes marketing spend will remain below historical peaks, with margin expansion driven by revenue stability and alternative billing adoption. The company completed a term loan refinancing in April, paying down $114 million of debt to continue its deleveraging strategy. Foreign currency exchange rates acted as a $9 million headwind to total revenue during the first quarter. The loss of revenue from the Fruitz and Official apps created approximately a 1 percentage point headwind in the quarter. Management flagged that while early tests on the legacy tech stack show promise, results will remain limited until the migration to the new platform is complete. Our analysts just identified a stock with the potential to be...

May 5 (Reuters) - Bumble on Tuesday posted first-quarter revenue above estimates as the online dating platform's strategy to ‌win back younger users starts to bear fruit. The company ‌posted revenue of $212.4 million, above analysts' estimates of $211.4 million, according to data compiled by LSEG. • Online dating platforms are grappling with slowing growth and waning engagement, particularly among Gen Z users who have grown tired of endless swiping and disappointed by the quality of ‌matches. • Total Paying ⁠Users decreased 21.1% to 3.2 million, compared with 4 million, a year ago. • "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," said Whitney Wolfe Herd, Founder & CEO of Bumble. • Bumble, which has long marketed ‌itself as a female-first alternative in the crowded dating market, is experimenting with tweaks to its core product to make the dating experience feel more curated and less transactional. • Rivals including Match Group's Tinder and Hinge have stepped up the ‌rollout of artificial intelligence-powered features, including personalized prompts and in-app assistants. • Analysts are closely monitoring the sector for whether product innovation and pricing adjustments ‌can stabilize paying user bases after prolonged sector-wide pressure. • Bumble's total average revenue per paying user for the reported quarter increased 8.9% to $22.04. • For the second quarter, the company expects ‌revenue in the range of $205 million to $213 million, compared with analysts' estimates of $215 million. (Reporting by Kritika Lamba in Bengaluru; Editing by Sahal Muhammed)

For the quarter ended March 2026, Bumble Inc. (BMBL) reported revenue of $212.38 million, down 14.1% over the same period last year. EPS came in at $0.34, compared to $0.13 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $211.88 million, representing a surprise of +0.24%. The company delivered an EPS surprise of +33.54%, with the consensus EPS estimate being $0.26. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Bumble performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Badoo App and Other Paying Users: 1.08 million versus 1.08 million estimated by three analysts on average. Bumble App Paying Users: 2.08 million versus the three-analyst average estimate of 2.08 million. Total Average Revenue per Paying User: $22.04 versus $21.99 estimated by three analysts on average. Badoo App and Other Average Revenue per Paying User: $11.26 versus the two-analyst average estimate of $11.37. Bumble App Average Revenue per Paying User: $27.65 versus the two-analyst average estimate of $27.64. Total Paying Users: 3.17 million compared to the 3.15 million average estimate based on two analysts. Revenue- Badoo App and Other: $39.7 million versus the two-analyst average estimate of $39.28 million. The reported number represents a year-over-year change of -12.4%. Revenue- Bumble App: $172.7 million versus the two-analyst average estimate of $172.83 million. The reported number represents a year-over-year change of -14.4%. View all Key Company Metrics for Bumble here>>> Shares of Bumble have returned +23.8% over the past month versus the Zacks S&P 500 composite's +9.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click t...

Bumble is executing a deliberate "quality over quantity" reset to a healthier member base and moving into an "activation" phase focused on closing the gap between online interaction and real-world dates. The company plans a major product and technology overhaul—rolling out a cloud-native, AI-enabled platform in the coming weeks, a select-market next‑generation app in Q4, and an AI assistant “Bee” to improve onboarding, recommendations and date planning. Q1 revenue fell to $212 million but profitability improved—adjusted EBITDA rose to $83 million (about a 39% margin) and free cash flow was $74 million—while Bumble completed a refinancing, paid down debt, and guided Q2 revenue of $205–213 million with adjusted EBITDA of $65–70 million as it shifts to a product-led strategy. Interested in Bumble Inc.? Here are five stocks we like better. Bumble's Valuation Hits an All-Time Low, Can Its Fortunes Change? Bumble (NASDAQ:BMBL) executives used the company’s first-quarter 2026 earnings call to detail a multi-stage turnaround centered on rebuilding its technology stack and reworking the core product experience, while also highlighting a sharp shift toward cost discipline that helped expand profitability despite lower revenue. Founder and CEO Whitney Wolfe Herd said the company has spent recent quarters executing a “deliberate reset” of its member base, prioritizing “quality over quantity” by focusing on “well-intentioned, engaged members.” Wolfe Herd acknowledged the decision “reduced overall scale,” but said it “meaningfully improved the health of our ecosystem,” positioning the company for what she described as the next phase: “activation.” → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Bumble Stumbles Back Below $20...Should Investors Make a Move? Wolfe Herd said the company’s strategy is aimed at addressing what it believes is the central friction point in dating apps: “The biggest friction in dating today is not discovery. It is the gap between online interaction and real-world connection.” Bumble’s goal, she said, is to “close that gap and drive real in-person dates between high-quality connections,” with priority on “accelerating each member’s progression” toward an in-person date. Wolfe Herd outlined two major initiatives: rolling out a new technology platform and launching a “fully reimagined experience for Bumble members, including a ne...

Image source: The Motley Fool. May 5, 2026, 4:30 p.m. ET Founder & CEO — Whitney Wolfe Herd Chief Financial Officer — Kevin Cook Whitney Wolfe Herd: Hello, everyone, and thank you for joining us today. This is a period of real transformation at Bumble Inc. Over the past few quarters, we have executed a deliberate reset of our member base. We made a clear choice to prioritize quality over quantity, focusing on well-intentioned, engaged members. That decision reduced overall scale but meaningfully improved the health of our ecosystem. Importantly, this quality reset was not isolated. It was the first step in a broader strategy to reestablish Bumble Inc. as the brand that sets the pace for innovation in our category. We focused first on strengthening the underlying supply of our platform, because scale without quality degrades the experience and stifles the outcome people are seeking: high-quality, relevant connections. At the same time, we continued rebuilding our technology and product platform to better serve our member demand for real dates and in-real-life connection. These moves required short-term trade-offs, but they were deliberate and necessary. Now, with healthier supply and stabilization in our member base, we are entering the next phase: activation. This phase is anchored by two innovation initiatives: first, the introduction of our new technology platform; second, the launch of a fully reimagined experience for Bumble Inc. members, including a new interaction model and profile system. The new Bumble Inc. platform and experience will roll out over the balance of the year, beginning with the first stage of the new tech platform in the coming weeks. Our direct member engagement and our research, including our work with author and professor Doctor Arthur Brooks, reinforce a key insight: the biggest friction in dating today is not discovery; it is the gap between online interaction and real-world connection. People get stuck in that in-between. This is a central challenge faced by every scaled dating app. Everything we are building is designed to close that gap and drive real, in-person dates between high-quality connections. Accelerating each member's progression towards finding that connection and getting out on a date is our priority. We have been doing foundational work on this problem ahead of introducing our new platform and reimagined experience...

Total Revenue Decreased 14% to $212 Million Net Earnings Increased 165% to $53 Million Adjusted EBITDA Increased 28% to $83 Million AUSTIN, Texas, May 05, 2026--(BUSINESS WIRE)--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. Bumble App Revenue decreased 14.4% to $172.7 million, compared to $201.8 million. Badoo 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....

Bumble Inc. (BMBL) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +33.54%. A quarter ago, it was expected that this company would post earnings of $0.28 per share when it actually produced earnings of $1.07, delivering a surprise of +282.14%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Bumble, which belongs to the Zacks Internet - Software industry, posted revenues of $212.38 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $247.1 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bumble shares have added about 19.6% since the beginning of the year versus the S&P 500's gain of 5.2%. While Bumble has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bumble was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It wil...

Online dating app Bumble (NASDAQ:BMBL) will be announcing earnings results this Tuesday after market hours. Here’s what investors should know. Bumble beat analysts’ revenue expectations last quarter, reporting revenues of $224.2 million, down 14.3% year on year. It was an exceptional quarter for the company, with EBITDA guidance for next quarter exceeding analysts’ expectations. It reported 3.78 million active buyers, down 9.6% year on year. Is Bumble a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Bumble’s revenue to decline 14.4% year on year, a further deceleration from the 7.7% decrease it recorded in the same quarter last year. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Bumble rarely misses Wall Street’s revenue estimates. Looking at Bumble’s peers in the consumer subscription segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Roku delivered year-on-year revenue growth of 22.4%, beating analysts’ expectations by 3.6%, and Coursera reported revenues up 9.1%, in line with consensus estimates. Roku traded up 6% following the results while Coursera was down 11.6%. Read our full analysis of Roku’s results here and Coursera’s results here. There has been positive sentiment among investors in the consumer subscription segment, with share prices up 11.1% on average over the last month. Bumble is up 21.6% during the same time and is heading into earnings with an average analyst price target of $4.28 (compared to the current share price of $4.20). ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you’re unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE.