Bumble's Q4 revenue exceeded expectations, stock soared 17%

Austin, Texas - Bumble Inc. (NASDAQ:BMBL) reported fourth-quarter earnings that exceeded revenue expectations. Despite a continued decline in user numbers, the company’s outlook is encouraging, leading to a 17% increase in stock price.

The company posted a fourth-quarter loss of $4.06 per share, compared to a profit of $0.04 per share in the same period last year, affected by a $630.5 million non-cash impairment charge.

Revenue declined 14.3% year-over-year to $224.2 million but surpassed the analyst consensus of $221.68 million. Paid users decreased 20.5% to 3.3 million, while average revenue per paying user increased 7.9% to $22.20.

For the first quarter of 2026, Bumble expects revenue between $209 million and $213 million, with a midpoint of $211 million, in line with analyst expectations. The company also anticipates adjusted EBITDA of $76 million to $80 million for the quarter.

Founder and CEO Whitney Wolfe Herd stated, “In 2025, we made thoughtful choices to refocus Bumble on a women-first foundation, raising standards around trust and authenticity, while addressing pain points our members face in online dating. As we complete the challenging task of resetting quality, we are accelerating product innovation and prioritizing member experience improvements.”

Full-year 2025 total revenue declined 9.9% to $965.7 million. Fourth-quarter revenue from Bumble app decreased 14.8% to $181 million, while revenue from Badoo app and others fell 12.4% to $43.2 million. Adjusted EBITDA was $71.6 million, with a profit margin of 31.9%, compared to $72.5 million and a profit margin of 27.7% in the same period last year.

The company’s full-year operating cash flow was $250.4 million. As of December 31, 2025, Bumble held $175.8 million in cash and had total debt of $588.5 million.

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