Bumble (BMBL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 13, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.28

Last Year’s EPS

0.13

Same Quarter Last Year

Analyst Consensus

Hold

Based on 11 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 11, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call balanced acknowledgment of near-term top-line pressure with evidence of durable fundamentals and a clear turnaround plan. Material revenue declines and ongoing migration/duplication costs present meaningful near-term challenges, but margin expansion, strong cash generation, improved payer mix, early adoption of alternative billing, completion of the quality reset, and an ambitious Tech 2.0/AI roadmap provide credible pathways to recovery. Management projects further margin improvement and gradual moderation of revenue headwinds as product innovations roll out.

Company Guidance

Guidance: For 2026 Bumble expects total revenue of $209–213 million (Bumble app revenue $171–174 million) and adjusted EBITDA of $76–80 million (approximately a 37% margin), noting the toughest part of the quality reset is behind them and that revenue headwinds should moderate as new product adoption, retention, payer penetration and ARPPU improvements materialize. For context, Q4 2025 revenue was $224M (Bumble app $181M) with adjusted EBITDA $72M (32% margin), and full‑year 2025 revenue was $966M with adjusted EBITDA $314M (32%); FY2025 operating cash flow was $250M and free cash flow $239M, ending cash was $176M, the TRA buyout was $186M, debt outstanding due Jan‑2027 was $588M, and $25M of Term Loan B was repaid in August 2025. Cost and efficiency metrics include Q4 selling & marketing of $161M (17% of revenue) vs. $259M (24%) year‑ago, development expense $96M (10%) vs. $84M (8%), and G&A $115M (12%) vs. $108M (10%); management also noted direct payments (Apple Pay) added ~1 percentage point of gross margin in Q4, >50% of U.S. iOS payments are now via Apple Pay quarter‑to‑date, some duplicate infrastructure costs will persist during the 2026 replatforming, and they expect modest incremental product development spend midyear.

Adjusted EBITDA Margin Expansion

Adjusted EBITDA for Q4 was $72M with a margin of 32% (vs. $73M and 28% prior-year), and full-year adjusted EBITDA was $314M with a 32% margin (vs. $304M and 28% prior-year); margin improved ~4 percentage points year over year, demonstrating stronger profitability and operating leverage.

Strong Operating Cash Flow and Free Cash Flow

Full-year operating cash flow was $250M and free cash flow was $239M, indicating strong cash generation despite the transformation; ended 2025 with $176M in cash and cash equivalents.

Quality Reset Completed; Member Mix Improving

Management stated the 'quality reset' is largely complete, with registrations and active users stabilized, improved engagement quality (U.S. week-one engagement up materially and monthly retention trending higher), and higher-intent members remaining on the platform.

Payer Mix and Monetization Improvements

Payer penetration increased and the share of payers choosing subscriptions rose from 80% to 89% (a +9 percentage-point shift), with management noting a healthier monetization funnel and reduced promotional consumables.

Marketing Efficiency and Shift to Organic Acquisition

Selling & marketing expense fell to $161M (17% of revenue) from $259M (24% of revenue) year over year, reflecting a more targeted, organic acquisition strategy; performance marketing was reduced by well over 80% year over year.

Product & Technology Transformation (Tech 2.0) and AI Initiatives

Announced cloud-native Tech 2.0 platform targeted for Q2 launch to accelerate product delivery and personalization; building AI-first capabilities including a pilot of a personal dating assistant ('b') and an Austin engineering hub to increase innovation velocity.

Alternative Billing Adoption and Gross Margin Benefit

Direct/alternative billing (including Apple Pay) contributed ~1 percentage point of year-over-year gross margin expansion in Q4; Apple Pay adoption exceeded 50% of U.S. iOS payments quarter-to-date, with no material friction observed and improved renewals noted.

BFF / Community Product Momentum

New BFF groups discoverability feature drove a 17% increase in active groups within two weeks of launch, indicating early positive engagement with community and group-oriented features.

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
May 13, 2026	2026 (Q1)	0.28 / -	0.13	―	―	―
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)
Feb 27, 2024	2023 (Q4)	0.12 / -0.19	-0.85	77.65% (+0.66)

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.