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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 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Q2 2025 revenue declined to $248.2M, down 7.6–8% year-over-year, with net loss of $367.0M driven by $404.9M in impairment charges.
Adjusted EBITDA rose to $94.6M (38.1% margin), up from $75.0M (27.9% margin) in Q2 2024, reflecting cost reductions and operational efficiency.
Total paying users declined 8.7–9% to 3.8M, with Bumble App paying users down 11% to 2.5M.
Strategic reset included workforce reduction (~30%), discontinuation and sale of Fruitz, shutdown of Official app, and appointment of a new CFO.
Cash and cash equivalents increased to $261.7M as of June 30, 2025.
Financial highlights
Q2 2025 revenue: $248.2M (Q2 2024: $268.6M); H1 2025: $495.3M (H1 2024: $536.4M).
Net loss Q2 2025: $367.0M, driven by $404.9M in impairment charges; H1 2025: $347.2M loss.
Adjusted EBITDA Q2 2025: $94.6M (38.1% margin); H1 2025: $159.0M.
Free cash flow for Q2 2025 was $67.7M; cash and equivalents at $261.7M; total debt $615.2M.
Total ARPPU increased to $21.69; Bumble App ARPPU up 4% to $26.85; Badoo App ARPPU down to $11.57.
Outlook and guidance
Q3 2025 revenue expected between $240M and $248M; Bumble App revenue projected at $194M to $200M.
Adjusted EBITDA guidance for Q3 2025 is $79M to $84M (approx. 33% margin).
Management expects short-term revenue and paying user declines as it prioritizes membership health and organic growth.
Non-recurring restructuring charges of $13–18M expected through Q4 2025.
Actual results may differ materially due to various risk factors and uncertainties.
Why was an interim impairment test necessary?
How will the CFO transition impact strategy?
Explain the shift to organic growth focus.
Assess impact of direct billing on gross profit.
Quantify the 'improve' user bucket size.
Detail priorities for the next 12-18 months.
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Next Bumble earnings date
Q3 20255 Nov, 2025
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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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