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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.25Last Year’s EPS
-2.45Same Quarter Last Year
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear progress on profitability, cash generation, cost discipline, and early product/AI tests against meaningful near-term revenue declines, a deliberate quality reset that reduced scale, persistent legacy tech debt, and timing risk for monetization from the new platform. Management presented a credible multi-quarter transformation roadmap (cloud-native tech stack, Bee AI, reimagined interaction model) with positive early signals, but acknowledged that financial benefits will take time and that margin expansion in Q1 may compress as investments increase. Overall, the results show healthy cash flow and operational discipline but significant short-term revenue and timing challenges as the company executes its modernization plan.Company Guidance
Strong Profitability and Margin Expansion
Adjusted EBITDA of $83M in Q1 (39% margin) vs $64M (26% margin) a year ago — an increase of $19M (+29.7%) and a margin improvement of ~13 percentage points, driven by operating discipline and lower marketing spend.
Robust Cash Generation and Liquidity
Operating cash flow of $77M in Q1 with $74M converted to free cash flow (~96% conversion). End-of-quarter cash and cash equivalents of $246M; completed refinancing and paid down $114M of debt, leaving pro forma cash of $150M at end of April.
Significant Reduction in Marketing Spend
Selling & marketing expense lowered to ~$20M (12% of revenue) from ~$60M (24% of revenue) year over year — a ~$40M decrease in dollars (≈-66.7%) and a 12 percentage-point decline as a share of revenue; performance marketing reduced to <50% of pre–quality reset levels.
Improving Gross Margin Dynamics via Alternative Billing
Gross margin benefit of ~300 basis points YoY attributable to increased adoption of alternative billing (e.g., Apple Pay), reducing aggregator fees and providing a tailwind to margins through 2026.
Early Product/AI Tests Showing Promising Signals
Positive early testing of the Bee AI layer in onboarding and other experiments with improved matching behavior and monetization trends; company plans a cloud-native, AI-enabled tech platform to increase innovation velocity and personalization.
User-Engagement Wins in Bumble BFF
Groups expansion on Bumble BFF showing strong traction — total group joins nearly doubled between December and March (≈+~100%); more than 80% of BFF members are women, signaling durable appeal with Gen Z women.
Disciplined Investment Focused on Modernization
Product development spending maintained (~$25M, 12% of revenue) as the company invests in platform modernization and next-generation experiences; management plans staged rollout of back-end improvements in coming weeks and select market app experience in Q4.
BMBL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BMBL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $4.29 | $3.43 | -20.05% |
Mar 11, 2026 | $2.84 | $3.81 | +34.15% |
Nov 05, 2025 | $5.42 | $4.24 | -21.77% |
Aug 07, 2025 | $6.43 | $6.32 | -1.71% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bumble, Inc (BMBL) report earnings?
Bumble, Inc (BMBL) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Bumble, Inc (BMBL) earnings time?
Bumble, Inc (BMBL) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BMBL EPS forecast?
BMBL EPS forecast for the fiscal quarter 2026 (Q2) is 0.25.
