Bumble (BMBL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 12, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.24

Last Year’s EPS

-2.45

Same Quarter Last Year

Analyst Consensus

Hold

Based on 11 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 05, 2026|

% Change Since:

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

Management guided Q2 total revenue of $205–$213M, Bumble app revenue of $168–$174M and adjusted EBITDA of $65–$70M (≈32% margin at the midpoint). That outlook follows Q1 results of $212M total revenue (vs. $247M a year ago) and $173M for the Bumble app (vs. $202M), with FX contributing ~$9M to total and ~$6M to app revenue, a ~1‑ppt headwind from the loss of Fruitz/Official, and strong profitability in the quarter with adjusted EBITDA of $83M (39% margin) versus $64M (26% prior year). Management noted disciplined cost execution—S&M ~$20M (12% of revenue) vs. ~$60M (24% prior), product R&D ~$25M (12%), G&A ~$24M (11%)—generated $77M operating cash flow and $74M free cash flow, ending the quarter with $246M cash (pro forma $150M after a $114M debt paydown in April), and said revenue headwinds should moderate through 2026 as they invest in the new tech platform (rollout beginning in weeks) and ramp marketing and product investment into 2H and 2027.

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.

Bumble (BMBL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BMBL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2026	2026 (Q2)	0.24 / -	-2.45	―	―	―
May 05, 2026	2026 (Q1)	0.28 / 0.34	0.13	161.54% (+0.21)
Mar 11, 2026	2025 (Q4)	0.23 / -4.06	0.06	-6866.67% (-4.12)
Nov 05, 2025	2025 (Q3)	0.34 / 0.33	-5.11	106.46% (+5.44)
Aug 07, 2025	2025 (Q2)	0.35 / -2.45	0.22	-1213.64% (-2.67)
May 07, 2025	2025 (Q1)	0.14 / 0.13	0.19	-31.58% (-0.06)
Feb 18, 2025	2024 (Q4)	0.19 / 0.06	-0.19	131.58% (+0.25)
Nov 06, 2024	2024 (Q3)	0.20 / -5.11	0.12	-4358.33% (-5.23)
Aug 07, 2024	2024 (Q2)	0.15 / 0.22	0.05	340.00% (+0.17)
May 08, 2024	2024 (Q1)	0.07 / 0.19	-0.01	2000.00% (+0.20)

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
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%
May 07, 2025	$4.39	$5.56	+26.65%

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.