Bumble (BMBL) Q3 2026 earnings summary

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.