Bumble App Paying Users

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling and marketing expense

General and administrative expense

Product development expense

Depreciation and amortization expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Bumble

Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The firm segments its business geographically into North America and the Rest of the World. The company was founded by Whitney Wolfe Herd in 2014 and is headquartered in Austin, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Bumble surpasses Q4 revenue targets, eyes global expansion opportunities

Bumble delivered strong financial results in Q4 2022, exceeding revenue and EBITDA expectations.
The company's focus on product innovation, safety, and brand strength drives revenue growth and user engagement.
Challenges include stabilizing Badoo's revenue and optimizing pricing strategies amidst inflation.
Opportunities lie in global expansion, new monetization experiences, and strategic investments in technology and geographic reach.

Bumble reports robust Q1 earnings, eyes growth through innovation

Bumble's Q1 performance showcased strong revenue growth, profitability, and operational efficiency amidst market trends.
The company's focus on Gen Z users, AI integration, and product strategy positions it well for future growth.
Challenges include App Store fee impacts, revenue stabilization for Badoo, and maintaining competitive pricing strategies.
Opportunities in user billing programs, international expansion, and AI-driven features offer avenues for sustained growth and success.

Bumble reports robust Q2 earnings, eyes international growth and AI integration

Bumble's Q2 performance reflects strong revenue growth and margin stability, supported by strategic initiatives and successful marketing campaigns. The company's focus on expanding beyond dating and enhancing user experience through AI-driven innovation positions it well for future growth.
While challenges like maintaining ARPU levels and addressing user concerns persist, Bumble's opportunities lie in international market expansion, AI integration, and upcoming marketing initiatives targeting new user segments.

Bumble reports robust Q3 growth, eyes AI innovation for 2024

Bumble's Q3 performance reflects strong revenue growth, operational efficiency, and user engagement driven by new subscription tiers and user growth.
The company's focus on innovation, customer experience, and brand loyalty, along with strategic leadership changes, positions it well for future growth.
Challenges lie in executing brand refresh, expanding subscription products, and maintaining user growth across diverse markets amidst competition.
Opportunities include strategic expansion in key markets, leveraging AI for product development, and driving revenue growth through new features and user engagement.

Bumble reports revenue growth, plans app relaunch for 2024

Bumble's Q4 performance showed revenue growth driven by increased paying users, with a focus on operational efficiency and transformation. The company's strategic initiatives include a relaunch of the Bumble App, workforce reduction, and investments in innovation. Bumble aims to expand margins, enhance user experience, and accelerate growth beyond traditional dating services.

Bumble reports solid Q1 earnings, eyes growth through AI innovation

Bumble's Q1 performance reflects growth and operational efficiency, with a positive outlook for revenue, net adds, and EBITDA margin expansion. Strategic initiatives focus on enhancing user experience, expanding globally, and driving innovation through AI.

Bumble reports steady Q2 growth, eyes customer-centric strategies for success

Bumble Inc. reported modest revenue growth and strong user additions in Q2 2024, focusing on customer value and financial discipline.
Strategic acquisitions like Geneva and new feature launches aim to enhance user engagement and drive long-term success.
Challenges in revenue growth and user engagement exist, but opportunities in customer-centric strategies and tech expansion provide avenues for growth.

Bumble reports robust Q3 results, focuses on customer experience

Bumble's Q3 performance reflects a strong financial position and strategic focus on customer-centric initiatives.
The company's strengths lie in app realignment, marketing optimization, and continuous product innovation to drive engagement.
Challenges include sustaining growth, competition, and operational efficiency, while opportunities exist in market expansion and personalized experiences.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bumble got its start in late 2014 after Whitney Wolfe left Tinder, where she was a cofounder. Whitney sued Tinder for sexual discrimination.

Former Tinder employee Andrey Andreev, who founded the dating app Badoo, reaches out to Wolfe Herd. Together, they team up to create Bumble, a location-based dating app where women have to make the first move. Andreev invests $10 million and receives 79% ownership, while Wolfe Herd receives 20% ownership and becomes CEO. 

One month after launching, Bumble has about 100,000 downloads, with 60% of matches turning into conversations—it turns out.

Bumble launches BFF mode, as a way for users to find platonic friends, or possibly move their matches to the friend zone. 😏

Bumble partners with Spotify to allow users to show their music interests on their profiles, so users can talk about their favorite bands.

The company launches a career networking app called Bumble Bizz.

Bumble receives a $450 million buyout offer from Match Group—the same company that owns Tinder—but turns it down. 

Two years after its launch, Bumble has more than 22 million users. 

Bumble receives an investment from Indian actress Priyanka Chopra Jonas, who also advises the company on its expansion into India. 

Whitney successfully lobbies the state of Texas to make it illegal to send unwanted lewd photos. 

Andrey Andreev steps away from Bumble after it's revealed that his company, Badoo, has a history of sexist behavior. Andreev sells his entire stake in Bumble to Blackstone Group.

Bumble raises an undisclosed amount of venture funding from Lead Edge Capital, Greycroft and Accel.

Bumble reaches 100 million users. Whitney says that the pandemic has been prolonging courtships and encouraging more genuine connections.

Bumble.com/about
Bloomberg
Business Insider
Crunchbase
CNBC
Fast Company
SEC
TechCrunch

Adobe

Salesforce

RingCentral

Snowflake

Most investors will be more than happy to say goodbye to 2022, as the S&P 500, barring a massive rally to end the year, will end up with the worst return for the index since 2008.

Goldman Sachs Says These 5 ‘Strong Buy' Tech Laggards Could Be Big 2023 Winners

Beyond Meat

Carvana

Marathon Digital Holdings

Pinterest

Redfin

Although commitment through astounding odds stirs the soul, when it comes to stocks that are screaming sells, investors must consider the stone-cold fundamentals. To be clear, this list isn't about bashing particular securities for the heck of it.

7 Stocks That Are Screaming Sells Heading Into 2023

Investors are hoping for a soft landing for the U.S. economy in 2023.

Why Bumble Stock Was Up This Week

Bumble has experimented with many ways to help its users engage with each other beyond tapping and swiping on miscellaneous profiles. Today, Bumble launched a message-before-match feature, “Compliments,” allowing users to send a note before they decide to connect.

Bumble rolls out a new message-before-match feature ‘Compliments'

Investors may be wondering if this year's decline is an opportunity to invest in Bumble as it starts to really challenge its larger and older rival Match.

Time to Buy Bumble Stock as It Outperforms Rival?

AUSTIN, Texas, Nov. 29, 2022 (GLOBE NEWSWIRE) -- Bumble Inc. (NASDAQ: BMBL), the parent company of Bumble, Badoo, and Fruitz, today announced that management will participate at the following investor conference:

Bumble Inc. to Participate in Raymond James Technology Investors Conference

Credit Suisse

DocuSign

Lyft

Match Group

SoFi Technologies

Zoom Video

2022 was a disaster. Over these last 11 months, inflation hit a 40-year high.

7 Boom-Bust Stocks to Sell Before They Become Worthless

The mean of analysts' price targets for Bumble Inc. (BMBL) points to a 45.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

How Much Upside is Left in Bumble Inc. (BMBL)? Wall Street Analysts Think 46%

It certainly looks more reasonably valued than it did on its IPO day.

Is Bumble Stock Worth Investing In?

Bumble does not use read receipts to notify you if someone has read your message. Here's what that entails and how it compares to other dating apps.

Does Bumble have read receipts? Here's what to know

Bumble has shown consistent revenue growth and an increasing discipline on costs. Additionally, it showed another quarter of positive free cash flow as well as consistently positive cash from operations.

Bumble: Solid Fundamentals For The Long Term

Spotify

Alphabet

Typically, Google Play and Apple's App Store for iPhones take between 15% and 30% of digital sales inside apps through their billing platforms.

Google now allows Spotify and Bumble to bill U.S. users inside apps

Google today announced it's expanding its user choice billing pilot, which allows Android app developers to use other payment systems besides Google's own. The program will now become available to new markets, including the U.S., Brazil and South Africa, and Bumble will now join Spotify as one of the pilot testers.

Google Play to pilot third-party billing in new markets, including U.S.; Bumble joins Spotify as early tester

Bumble posted third-quarter earnings of 14 cents a share on revenue of $232.6 million.

Bumble Earnings Were a 'Mixed Bag.' Wall Street Is Still Optimistic.

Bumble Inc. (NASDAQ:BMBL ) Q3 2022 Earnings Conference Call November 9, 2022 4:30 PM ET Company Participants Cherryl Valenzuela - Vice President of Investor Relations Whitney Herd - Founder & Chief Executive Officer Anu Subramanian - Chief Financial Officer Tariq Shaukat - President Conference Call Participants Andrew Marok - Raymond James Mark Kelley - Stifel Cory Carpenter - JPMorgan Shweta Khajuria - Evercore ISI Alexandra Steiger - Goldman Sachs Laura Champine - Loop Capital Benjamin Black - Deutsche Bank Lauren Schenk - Morgan Stanley Operator Good day and thank you for standing by. Welcome to the Bumble's Third Quarter 2022 Conference Call.

Bumble Inc. (BMBL) Q3 2022 Earnings Call Transcript

Bumble Inc. BMBL, -4.65% shares declined 18% in after-hours trading Wednesday following an earnings report that included a disappointing holiday forecast. The dating-app company reported fiscal third-quarter net earnings of $18.1 million, or 14 cents a share, up from a loss of 6 cents a share a year ago.

Bumble stock tumbles 18% after holiday earnings forecast comes up short

Online dating firm Bumble Inc on Wednesday forecast fourth-quarter revenue below market estimates as it grapples with a strong U.S. dollar, stiff competition and the effect of inflation on consumer spending.

Bumble forecasts fourth-quarter revenue below estimates

Total Revenue Increased 17% to $233 million Bumble App Revenue Increased 28% to $181 million Bumble App Paying Users Increased 36% to 2.1 million; Grew 164,000 Quarter Over Quarter Net Earnings of $26 million; Adjusted EBITDA of $62 million

Bumble Inc. Announces Third Quarter 2022 Results

As part of its larger commitment to combat “cyberflashing,” the dating app Bumble is open sourcing its AI tool that detects unsolicited lewd images.

Bumble open sourced its AI that detects unsolicited nudes

Bumble is seeing strong growth in revenue and key metrics, with attractive growth in its main app - Bumble App. We believe Bizz will be a meaningful revenue contributor for the years ahead given the immense secular growth tailwinds in the industry.

Bumble: Strong Growth Prospects At Reasonable Valuation

AUSTIN, Texas, Oct. 19, 2022 (GLOBE NEWSWIRE) -- Bumble Inc. (NASDAQ: BMBL), the parent company of Bumble, Badoo, and Fruitz, today announced that it will report financial results for the third quarter ending September 30, 2022, following the close of market on Wednesday, November 9, 2022. The Company will host a live webcast of its conference call to discuss the results at 4:30 p.m. Eastern Time on that day.

Bumble Inc. To Announce Third Quarter 2022 Financial Results on November 9, 2022

Applied Blockchain Inc

Forza X1 Inc

Rocket Lab USA

NuScale Power Corp

Wearable Devices Ltd

Warby Parker

Sometimes, heavily hyped initial public offerings (IPOs) don't always pan out. Throughout this year, a myriad of headwinds, ranging from monetary policy shifts to geopolitical instability contributed to a dour environment.

7 Struggling IPOs to Buy for the Long-Term

Dating app Bumble has been experimenting with a new way for its users to connect. The company has been quietly testing a speed dating feature in its U.K.

Bumble is testing a speed dating feature where users chat before matching

AUSTIN, Texas, Sept. 08, 2022 (GLOBE NEWSWIRE) -- Bumble Inc. (NASDAQ: BMBL), the parent company of Bumble, Badoo, and Fruitz, today announced that management will participate at the following investor conference:

News for Bumble Stock (BMBL)