)
Bumble (BMBL) investor relations material
Bumble Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 revenue was $207.1M and net earnings were $31.6M; Adjusted EBITDA was $60.5M, as paying users and revenue declined YoY.
An all-cash merger valued at $1.3B was agreed in October; closing remains subject to customary conditions, including regulatory approvals.
Financial highlights
Q3 revenue was $207.1M vs. $246.2M YoY; net earnings were $31.6M vs. $51.6M, and diluted EPS was $0.20 vs. $0.33.
Q3 operating earnings were $54.5M vs. $63.7M; interest expense, net, was $14.7M vs. $10.6M.
Q3 Adjusted EBITDA was $60.5M vs. $83.1M; 9M Adjusted EBITDA was $216.0M vs. $242.1M.
9M revenue was $630.0M vs. $741.5M; net loss was $43.6M vs. $295.5M, including impairment charges of $169.3M vs. $408.5M.
9M operating cash flow was $186.9M vs. $191.3M; free cash flow was $178.0M vs. $182.4M.
Outlook and guidance
During the merger period, strategic priorities remain product innovation, technology modernization and AI adoption, alongside brand and organic demand investment; these initiatives may pressure revenue and paying users short term.
The merger consideration is $6.05 per eligible Class A share in cash; completion remains subject to customary closing conditions, including regulatory approvals.
Management expects sufficient financial resources to fund activities and business plans over the next 12 months.
- Q2 2026 revenue dropped 15% to $210.5M, with a net loss of $127.9M and major impairment charges.BMBL
Q2 2026 - Revenue dropped 14% but net earnings and margins soared on cost discipline and new debt facilities.BMBL
Q1 2026 - Director elections, auditor ratification, and executive pay are assured, with strong ESG and governance focus.BMBL
Proxy filing - Virtual meeting on June 4, 2026, covers director elections, auditor, and executive pay votes.BMBL
Proxy filing - Registering 58.6M shares for resale by stockholders; no proceeds to company; strong voting control.BMBL
Registration Filing - 2025 revenue fell 9.9% with a large net loss, but margins and cash flow improved.BMBL
Q4 2025 - Q2 revenue up 3.4%, net earnings and users rise, but ARPPU declines amid restructuring.BMBL
Q2 2024 - Major product relaunch, AI-driven innovation, and community expansion set the stage for renewed growth.BMBL
Bank of America Global Tech Conference - Revenue and earnings declined, but cash flow and share repurchases remained strong.BMBL
Q1 2025
Next Bumble earnings date
Next Bumble earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
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.
)