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BMBL

Bumble Inc.

BMBL

Bumble Inc. • NASDAQ
$3.56 ▲ 0.85% (+0.03)
Market Cap $378.74 M
52w High $9.03
52w Low $3.18
Dividend Yield 0%
P/E -1.74
Volume 1.40M
Outstanding Shares 106.39M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $246.163M ▼ $113.286M ▼ $37.338M ▲ 15.168% ▲ $0.36 ▲ $76.428M ▲
Q2-2025 $248.229M ▲ $512.234M ▲ $-253.744M ▼ -102.222% ▼ $-2.41 ▼ $-343.624M ▼
Q1-2025 $247.101M ▼ $129.098M ▼ $13.444M ▲ 5.441% ▲ $0.13 ▲ $47.473M ▲
Q4-2024 $261.648M ▼ $146.726M ▼ $4.179M ▲ 1.597% ▲ $0.088 ▲ $46.401M ▲
Q3-2024 $273.605M $1.032B $-613.199M -224.118% $-5.11 $-816.977M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $307.883M ▲ $2.193B ▲ $1.156B ▼ $675.462M ▲
Q2-2025 $261.739M ▲ $2.161B ▼ $1.157B ▲ $577.611M ▼
Q1-2025 $202.243M ▼ $2.508B ▼ $1.154B ▼ $814.514M ▼
Q4-2024 $204.319M ▼ $2.525B ▼ $1.176B ▼ $824.535M ▼
Q3-2024 $252.057M $2.589B $1.223B $852.562M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $37.338M ▲ $76.819M ▲ $-3.025M ▲ $-28.49M ▼ $45.573M ▼ $73.794M ▲
Q2-2025 $-253.744M ▼ $71.236M ▲ $-3.509M ▼ $-8.938M ▲ $59.496M ▲ $67.727M ▲
Q1-2025 $19.831M ▲ $43.245M ▲ $-2.411M ▲ $-42.466M ▲ $-1.304M ▲ $40.834M ▲
Q4-2024 $9.399M ▲ $-5.587M ▼ $-3.169M ▲ $-42.89M ▲ $-47.738M ▼ $-8.756M ▼
Q3-2024 $-613.41M $93.494M $-19.054M $-106.746M $-34.607M $91.875M

Revenue by Products

Product Q4-2024Q1-2025Q2-2025Q3-2025
Badoo App And Other
Badoo App And Other
 $100.00M ▲$50.00M ▼$50.00M ▲$50.00M ▲
Bumble App
Bumble App
 $430.00M ▲$200.00M ▼$200.00M ▲$200.00M ▲

Five-Year Company Overview

Income Statement

Income Statement Bumble’s revenue has climbed steadily over the past several years, showing that the core business continues to attract and monetize users. Gross profit has also expanded, which means the basic economics of each dollar of sales remain attractive. The concern sits further down the income statement. Operating results have bounced between small profits and small losses, and most recently swung to a sizable loss. That latest downturn suggests heavier spending, possible write‑downs, or restructuring costs weighing on reported earnings. Net income and earnings per share tell a similar story: an early period of profitability around the IPO followed by break‑even type years and then a sharp move into the red. In simple terms, Bumble looks like a growing business with healthy unit economics but inconsistent bottom‑line performance, with the most recent year being notably weak on a reported profit basis.

Balance Sheet

Balance Sheet Bumble’s asset base has gradually shrunk from its early post‑IPO peak, indicating either write‑downs, divestments, or a more cautious investment stance. Cash on hand has come down from earlier levels, which slightly reduces financial flexibility but still suggests some cushion. Debt has stayed fairly stable over time, while shareholders’ equity has declined meaningfully. When debt is steady but equity falls, the capital structure becomes more leveraged on paper, and accounting losses or impairments are usually part of that story. The balance sheet is not distressed, but it is clearly less robust than in the first years after going public. Overall, Bumble appears to have a manageable debt load but a thinner equity and cash position than before, leaving less room for prolonged weak profitability without further balance‑sheet adjustments.

Cash Flow

Cash Flow Despite volatile earnings, Bumble has consistently generated positive cash from its operations. That means the core app business is still bringing in more cash than it spends on day‑to‑day activities, which is a key strength. Free cash flow has also been positive each year, helped by relatively light capital spending needs. This suggests the model is capital‑light and that the company can fund most product and infrastructure investments out of the cash it generates, rather than relying heavily on new borrowing or equity issuance. The main nuance is that operating and free cash flow have been steady but not rapidly accelerating, and the most recent year was on the softer side compared with some prior peaks. The cash flow profile is a clear bright spot compared with the headline accounting loss, but it still depends on maintaining user engagement and paid conversion.

Competitive Edge

Competitive Edge Bumble has built a distinct position in the dating and social app market through its women‑first approach, strong focus on safety, and highly recognizable brand. Giving women control over initiating conversation has created a differentiated user experience that resonates with a specific, often premium‑oriented audience. The company benefits from network effects: as more women join for a safer and more respectful environment, more men follow, which reinforces the platform’s relevance. Its emphasis on safety tools, verification, and moderation further supports user trust, which is a critical differentiator in online dating. At the same time, the broader market is crowded and highly competitive, with large rivals that have deep resources and established brands. Bumble’s challenge is to maintain its brand strength, keep its user base active and paying, and manage any decline in paying users, all while competitors aggressively innovate and market their own platforms.

Innovation and R&D

Innovation and R&D Innovation is a central part of Bumble’s strategy. The company has extended its original dating concept into friendship and professional networking, with Bumble For Friends spun out into its own app and Bumble Bizz integrated into the ecosystem. This broadens the brand from just dating toward a general “connections” platform. On the technology side, Bumble has leaned heavily into artificial intelligence and machine learning, particularly around safety and personalization. Features like AI‑driven scam and fake‑profile detection, automatic blurring of explicit images, and curated daily profile recommendations show a clear push to use data and AI to improve both security and match quality. Looking forward, management has signaled a shift toward becoming an “AI‑first” company, with plans for a new AI‑powered platform in the coming years and a focus on trust and authenticity. The decision to shut down underperforming side apps and concentrate resources on the core brands suggests a more disciplined R&D and product roadmap, though the eventual payoff of these AI initiatives remains uncertain until they are fully launched and adopted.

Summary

Bumble is a growing platform business with a clear brand identity built around women’s empowerment and safety. Revenue and gross profit have trended upward, indicating continued user demand and solid underlying economics, but headline profitability has been uneven and recently turned sharply negative, likely reflecting heavier spending or one‑off charges. The balance sheet is still serviceable, with stable debt and positive cash generation, but has weakened compared with the early post‑IPO years as equity and cash levels have declined. Consistently positive free cash flow is a key strength and offers some reassurance that the core operations remain economically viable despite accounting losses. Competitively, Bumble stands out through its differentiated product design and trust‑focused brand, yet it operates in a very crowded and fast‑moving market. Its future trajectory hinges on successfully executing its AI‑first strategy, stabilizing and re‑energizing its paying user base, and proving that investments in safety, authenticity, and new connection formats can translate into durable, profitable growth over time.

NEWS

November 5, 2025 · 4:15 PM UTC

Bumble Inc. Announces Third Quarter 2025 Results

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October 15, 2025 · 4:05 PM UTC

Bumble Inc. to Announce Third Quarter 2025 Financial Results on November 5, 2025

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October 7, 2025 · 3:25 PM UTC

BUMBLE INVESTIGATION ALERT: Bragar Eagel & Squire, P.C. Reminds Investors to Contact the Firm Regarding the Investigation into Bumble, Inc.

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October 3, 2025 · 4:00 PM UTC

BMBL Alert: Kirby McInerney LLP Encourages Bumble Inc. Investors to Inquire about Investigation

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September 28, 2025 · 10:00 AM UTC

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bumble Inc. - BMBL

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