Bumble's earnings call reflects a strategic shift towards improving user quality and operational efficiency, resulting in cost savings and improved profitability metrics. However, this comes at the expense of a significant revenue decline and user base contraction. While the company is focused on long-term sustainable growth, current challenges suggest a balanced outlook.

Company Guidance -

Q3 2025

During the Bumble Q2 2025 earnings call, CEO Whitney Wolfe Herd highlighted the company's strategic shift towards prioritizing quality over quantity, which has included removing over $100 million from the cost base through streamlining operations and marketing strategies. This shift helped achieve record EBITDA margins in Q2. The company also emphasized improving the quality of its member base, noting that full-price subscriptions now account for approximately 80% of total payers, up from 70% in Q1. The focus on quality has resulted in a decline in payer numbers due to the phase-out of low-monetization promotions and the removal of low-quality profiles. Despite a GAAP net loss driven by a $405 million impairment, Bumble reported a Q2 adjusted EBITDA of $95 million, representing 38% of revenue, with $71 million in cash flow from operations. Guidance for Q3 includes expected revenue between $240 million and $248 million, and adjusted EBITDA between $79 million and $84 million, with marketing spend anticipated to increase in H2 2025 in support of brand initiatives.

Cost Reduction and Operational Efficiency

Bumble removed over $100 million from its cost base by streamlining operations, restructuring headcount, and shifting to a more efficient organic marketing engine. These efforts contributed to record EBITDA margins in Q2.

Increase in Full-Price Payers and ARPPU

Bumble's emphasis on sustainable full-price subscriptions led to an increase in full-price payer base quarter-over-quarter. Subscriptions now represent approximately 80% of total payers, up from 70% in Q1, reflected in ARPPU increases.

Strong Cash Flow and Adjusted EBITDA

Bumble reported strong cash flow of $71 million in Q2 and year-to-date adjusted EBITDA totaled $159 million, representing a 32% margin.

Introduction of Trust and Safety Features

Bumble introduced new trust-first product updates, including phone and ID verification, mandatory selfie checks, and richer profile building tools to enhance user experience and safety.

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

Daily Earnings Calendar >

BMBL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.34 / -	-5.11	―	―	―
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)
Feb 27, 2024	2023 (Q4)	0.12 / -0.19	-0.85	77.65% (+0.66)
Nov 07, 2023	2023 (Q3)	0.07 / 0.12	0.14	-14.29% (-0.02)
Aug 08, 2023	2023 (Q2)	0.04 / 0.05	-0.03	266.67% (+0.08)

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
Aug 07, 2025	$6.43	$6.32	-1.71%
May 07, 2025	$4.39	$5.56	+26.65%
Feb 18, 2025	$8.10	$5.64	-30.37%
Nov 06, 2024	$7.81	$7.78	-0.38%

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.