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Company Research15 Apr 2024
Companies That Had Their IPO in 2021: Bull Market and SPAC Mania
An overview of the defining features of the IPO landscape and general market sentiment in 2021.
Bumble (BMBL) investor relations material
Bumble Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue was $246.2 million, down 10% year-over-year, with both Bumble App and Badoo App/Other segments declining nearly 10% and 11% respectively; total paying users dropped 16% to 3.6 million, but ARPPU increased 6.9% to $22.64.
Net earnings reached $51.6 million (21% margin), reversing a net loss of $849.3 million in Q3 2024, which included $892.2 million in impairment charges.
Adjusted EBITDA was $83.1 million (33.7% margin), up from $82.6 million (30.2% margin) a year ago.
Strategic transformation included discontinuing Fruitz and Official apps, a 30% workforce reduction, and a focus on trust, safety, and member quality.
Early signs of improved retention and engagement, with ongoing investment in AI, product innovation, and customer service.
Financial highlights
Cash and cash equivalents stood at $307.9 million as of September 30, 2025; total debt was $589.4 million.
Free cash flow for Q3 was $73.8 million, with a conversion rate of 88.8%; operating cash flow for the quarter was $76.8 million.
Net earnings for Q3 2025 were $51.6 million; nine months ended September 30, 2025, saw a net loss of $295.5 million due to impairment charges.
Adjusted EBITDA for Q3 2025 was $83.1 million (33.7% margin); nine months: $242.1 million (32.6% margin).
Total ARPPU increased 7% year-over-year to $22.64; Bumble App ARPPU rose 11% to $28.27, while Badoo App & Other ARPPU was $11.91.
Outlook and guidance
Q4 2025 revenue is projected between $216 million and $224 million, with Bumble App revenue expected between $176 million and $182 million.
Adjusted EBITDA for Q4 is forecasted at $61 million to $65 million, with a margin of 28%-29%.
Sequential paying user declines expected to improve in early 2026 as trust and authenticity initiatives mature.
Company believes it has sufficient liquidity to fund operations and execute business plans over the next 12 months.
Quantify the TRA buyout's balance sheet impact
How does user quality focus impact ARPPU trends?
What specific initiatives will TRA savings fund?
Stand-alone AI product: unique market position?
Impact of TRA transaction on future cash flow?
Why focus on "improved" to "approved" members?
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Q4 202517 Feb, 2026
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Frequently asked questions
A Modern Dating App
Bumble is an American technology company with global operations primarily known for its dating app. Distinguished by its unique approach to online dating, Unlike other dating apps, only women can reach out and make first contact with matches. Bumble's business model is based on a freemium structure, where the basic app is free but users can pay for additional features. The company is headquartered in Austin, Texas, and its shares are listed on the Nasdaq.
Changing the Landscape
Bumble was founded in 2014 by Whitney Wolfe Herd, who aimed to create a dating platform centered around women. Herd, who co-founded Tinder (now a part of Match Group), sought to redefine the dynamics of online dating. She envisioned a platform where women make the first move, thereby shifting the power dynamics and hopefully fostering a more respectful online dating environment. Bumble was born out of this vision, rapidly gaining popularity for its unique approach. The app's focus on safety, respect, and empowering connections resonated with a broad audience, leading to its rapid expansion.
The Dating Platform
The company’s platform allows users to set up profiles and then be shown other users. The dating platform is relatively similar to other alternatives on the market, and what drives users to the platform is in many cases the fact that it offers a welcoming and and comfortable place for women to do their online dating.
The Business Model
Bumble operates on a freemium business model, offering its core dating services for free while providing additional paid features. Users can access the basic app without charge, which includes profile creation, matching, and messaging. However, for those seeking enhanced experiences, Bumble offers premium subscriptions like Bumble Boost and Bumble Premium. These paid options include features like seeing who has swiped right on your profile, extending matches, and additional filters for searching. This model allows Bumble to cater to a wide range of users, offering flexibility and choice in their online dating experience.
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