Bumble App Paying Users

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling and marketing expense

General and administrative expense

Product development expense

Depreciation and amortization expense

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Bumble

Bumble, Inc. provides online dating services via two mobile applications: Bumble and Badoo. The firm segments its business geographically into North America and the Rest of the World. The company was founded by Whitney Wolfe Herd in 2014 and is headquartered in Austin, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Bumble surpasses Q4 revenue targets, eyes global expansion opportunities

Bumble delivered strong financial results in Q4 2022, exceeding revenue and EBITDA expectations.
The company's focus on product innovation, safety, and brand strength drives revenue growth and user engagement.
Challenges include stabilizing Badoo's revenue and optimizing pricing strategies amidst inflation.
Opportunities lie in global expansion, new monetization experiences, and strategic investments in technology and geographic reach.

Bumble reports robust Q1 earnings, eyes growth through innovation

Bumble's Q1 performance showcased strong revenue growth, profitability, and operational efficiency amidst market trends.
The company's focus on Gen Z users, AI integration, and product strategy positions it well for future growth.
Challenges include App Store fee impacts, revenue stabilization for Badoo, and maintaining competitive pricing strategies.
Opportunities in user billing programs, international expansion, and AI-driven features offer avenues for sustained growth and success.

Bumble reports robust Q2 earnings, eyes international growth and AI integration

Bumble's Q2 performance reflects strong revenue growth and margin stability, supported by strategic initiatives and successful marketing campaigns. The company's focus on expanding beyond dating and enhancing user experience through AI-driven innovation positions it well for future growth.
While challenges like maintaining ARPU levels and addressing user concerns persist, Bumble's opportunities lie in international market expansion, AI integration, and upcoming marketing initiatives targeting new user segments.

Bumble reports robust Q3 growth, eyes AI innovation for 2024

Bumble's Q3 performance reflects strong revenue growth, operational efficiency, and user engagement driven by new subscription tiers and user growth.
The company's focus on innovation, customer experience, and brand loyalty, along with strategic leadership changes, positions it well for future growth.
Challenges lie in executing brand refresh, expanding subscription products, and maintaining user growth across diverse markets amidst competition.
Opportunities include strategic expansion in key markets, leveraging AI for product development, and driving revenue growth through new features and user engagement.

Bumble reports revenue growth, plans app relaunch for 2024

Bumble's Q4 performance showed revenue growth driven by increased paying users, with a focus on operational efficiency and transformation. The company's strategic initiatives include a relaunch of the Bumble App, workforce reduction, and investments in innovation. Bumble aims to expand margins, enhance user experience, and accelerate growth beyond traditional dating services.

Bumble reports solid Q1 earnings, eyes growth through AI innovation

Bumble's Q1 performance reflects growth and operational efficiency, with a positive outlook for revenue, net adds, and EBITDA margin expansion. Strategic initiatives focus on enhancing user experience, expanding globally, and driving innovation through AI.

Bumble reports steady Q2 growth, eyes customer-centric strategies for success

Bumble Inc. reported modest revenue growth and strong user additions in Q2 2024, focusing on customer value and financial discipline.
Strategic acquisitions like Geneva and new feature launches aim to enhance user engagement and drive long-term success.
Challenges in revenue growth and user engagement exist, but opportunities in customer-centric strategies and tech expansion provide avenues for growth.

Bumble reports robust Q3 results, focuses on customer experience

Bumble's Q3 performance reflects a strong financial position and strategic focus on customer-centric initiatives.
The company's strengths lie in app realignment, marketing optimization, and continuous product innovation to drive engagement.
Challenges include sustaining growth, competition, and operational efficiency, while opportunities exist in market expansion and personalized experiences.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bumble got its start in late 2014 after Whitney Wolfe left Tinder, where she was a cofounder. Whitney sued Tinder for sexual discrimination.

Former Tinder employee Andrey Andreev, who founded the dating app Badoo, reaches out to Wolfe Herd. Together, they team up to create Bumble, a location-based dating app where women have to make the first move. Andreev invests $10 million and receives 79% ownership, while Wolfe Herd receives 20% ownership and becomes CEO. 

One month after launching, Bumble has about 100,000 downloads, with 60% of matches turning into conversations—it turns out.

Bumble launches BFF mode, as a way for users to find platonic friends, or possibly move their matches to the friend zone. 😏

Bumble partners with Spotify to allow users to show their music interests on their profiles, so users can talk about their favorite bands.

The company launches a career networking app called Bumble Bizz.

Bumble receives a $450 million buyout offer from Match Group—the same company that owns Tinder—but turns it down. 

Two years after its launch, Bumble has more than 22 million users. 

Bumble receives an investment from Indian actress Priyanka Chopra Jonas, who also advises the company on its expansion into India. 

Whitney successfully lobbies the state of Texas to make it illegal to send unwanted lewd photos. 

Andrey Andreev steps away from Bumble after it's revealed that his company, Badoo, has a history of sexist behavior. Andreev sells his entire stake in Bumble to Blackstone Group.

Bumble raises an undisclosed amount of venture funding from Lead Edge Capital, Greycroft and Accel.

Bumble reaches 100 million users. Whitney says that the pandemic has been prolonging courtships and encouraging more genuine connections.

Bumble.com/about
Bloomberg
Business Insider
Crunchbase
CNBC
Fast Company
SEC
TechCrunch

Bumble (NASDAQ: BMBL ) stock is getting a boost on Tuesday following news of activist investor Elliott Investment Management taking a stake in one of its rivals. A new report reveals that Elliott Investment Management has built up a $1 billion stake in Bumble rival Match (NASDAQ: MTCH ).

Bumble (BMBL) Stock Pops as Elliott Builds a Stake in Rival Match

Grindr Inc

Match Group

Dating apps are not doing well as growth slows after booming during the Covid-19 pandemic. This view is confirmed by the performance of dating app stocks in the United States.

Match Group, Grindr, Bumble: are these dating apps stocks good buys?

Hasbro

Peloton

When I think about sleeper stocks, my mind goes to fictional character Freddy Krueger. Stay with me for a second.

Sleeper Hits: 3 Stocks on the Brink of Explosive Returns

Bumble's Q3 2023 results were positive, with revenue growth in line with expectations and an improvement in EBITDA margin. Concerns about Bumble losing market share to competitor Hinge are valid, but Bumble's growth momentum has slowed, not stopped. The rebranding of Badoo and the appointment of a new CEO bring potential growth catalysts, but there is a risk of misexecution.

Bumble: High-Teens Growth Is Possible

AUSTIN, Texas--(BUSINESS WIRE)-- #BumbleForFriends--Friendship app Bumble For Friends is adding two product features: Plans and AI-powered conversation starters.

Bumble For Friends Adds “Plans” and AI-powered Conversation Starters to Make it Easier to Connect with Friends

Roku

Toast

Toast, Roku, and Bumble are disruptors that could be appealing investments right now. Toast and Bumble are trading for a little more than half of the highs they hit earlier this year.

3 Disruptors I Love Right Now

Bilibili

Etsy

Nextdoor

Pinterest

In today's rapidly evolving digital landscape, social media stocks continue to play a critical role in capturing the attention of savvy investors. These stocks, representing platforms where millions converge daily, offer a unique blend of innovation and cultural impact.

The 7 Social Media Stocks That Will Dominate Digital Communication in 2024

AI chatbot girlfriends have grown in popularity; one has a waiting list of more than 15,000 people. Online dating companies need to balance the potential risks of using AI with the benefits.

AI Girlfriends Are Here. Is the Online Dating Industry Ready?

First Solar

MercadoLibre

Finding potential trillion dollar stocks is paramount as the US confronts an economic future with spending and debt crisis in Congress. Due to a $1.7 trillion gap in 2023 and federal debt expected to exceed 100% of GDP by 2053, urgent bipartisan cooperation is crucial.

3 Stocks That Could Join the Trillion-Dollar Club Soon

On the latest episode of the ‘Leaders in Innovation' podcast, founder Whitney Wolfe Herd explains how AI could revolutionize online dating again. It's been almost a decade since the dating app Bumble—where women always make the first move—launched online.

Bumble's founder hopes to use AI to prevent toxic relationships before they happen

In an effort to get Generation Z consumers paying for its dating app, Bumble is rolling out subscription plans that are shorter-term and more personalized. On a call with analysts Tuesday (Nov.

Bumble Personalizes Subscriptions to Reach Gen Z Daters

Bumble Inc. (NASDAQ:BMBL ) Q3 2023 Results Conference Call November 7, 2023 4:30 PM ET Company Participants Cherryl Valenzuela - VP, IR Whitney Wolfe Herd - Founder, CEO Anu Subramanian - CFO Conference Call Participants Alexandra Steiger - Goldman Sachs Cory Carpenter - JP Morgan Ygal Arounian - Citi Shweta Khajuria - Evercore ISI Justin Patterson - KeyBanc Capital Markets John Blackledge - TD Cowen Mark Kelley - Stifel Chris Kuntarich - UBS Zach Morrissey - Wolfe Research Nate Feather - Morgan Stanley Ben Black - Deutsche Bank Operator Thank you for joining. My name is Danica.

Bumble Inc. (BMBL) Q3 2023 Earnings Call Transcript

The headline numbers for Bumble Inc. (BMBL) give insight into how the company performed in the quarter ended September 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Bumble Inc. (BMBL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

AUSTIN, Texas--(BUSINESS WIRE)--Bumble Inc. (NASDAQ: BMBL) today reported financial results for the third quarter ended September 30, 2023. “Our strong third quarter results reflect our powerful brand, commitment to innovation, and relentless focus on helping people connect with one another,” said Whitney Wolfe Herd, Founder and CEO of Bumble Inc. “By continuing to execute successfully on growth initiatives, we are strengthening our market leadership in online dating and making progress on the.

Bumble Inc. Announces Third Quarter 2023 Results

Bumble stock slipped on Monday after the company announced that founder/CEO Whitney Wolfe Herd would be transitioning out of her CEO role. Match Group and Bumble have turned to outsiders that aren't in the online dating industry to take over as CEOs over the last two years.

Bumble Can't Fumble This Handoff

Bumble (BMBL) shares tumbled as the operator of the woman-focused dating app announced that founder Whitney Wolfe Herd would be stepping down as CEO, effective January 2.

Bumble Shares Drop as Founder Whitney Wolfe Herd Will Resign as CEO January 2

Bumble's new chief, Lidiane Jones, shouldn't take it too personally that investors are swiping left.

Dating Apps Need to Rekindle Romance With Wall Street

When Wolfe Herd took Bumble public in 2021, she became the youngest female CEO to make such a move. Before Bumble, Wolfe Herd cofounded rival dating app Tinder.

Bumble cofounder Whitney Wolfe Herd is stepping down as CEO. Take a look at her career and lavish life.

Female-focused dating app Bumble has named a new chief executive officer. Lidiane Jones, currently the CEO of Slack, will take the job at Bumble at the start of next year, the company announced in a Monday (Nov. 6) press release.

Bumble Founder Whitney Wolfe Herd Hands Reins to Slack CEO Lidiane Jones

Wall Street is abuzz with Bumble Inc (NASDAQ:BMBL)'s latest corporate shuffle as Whitney Wolfe Herd, the trailblazing founder of the dating app, prepares to step down as CEO. Herd, who has been at the helm since Bumble's inception in 2014, will transition to the role of executive chair, leaving the CEO position to Lidiane Jones, a seasoned leader from Slack, in January.

Bumble fumble, or the right strategy? Only time will tell

Bumble (NASDAQ: BMBL ) stock is falling on Monday after the dating and social networking company announced the stepping down of CEO Whitney Wolfe Herd. According to a press release from Bumble, founder Wolfe Herd is leaving the CEO role after creating the company in 2014.

Why Is Bumble (BMBL) Stock Down 7% Today?

Bumble's chief executive Whitney Wolfe Herd is stepping down from the female-focused dating app she founded nearly 10 years ago, and will be succeeded by Slack CEO Lidiane Jones. The leadership change will be effective as of Jan.

Bumble CEO Whitney Wolfe Herd to step down after nearly a decade

In a fast-moving news cycle, a personnel change wouldn't seem to catch our attention, but this morning dating app Bumble announced a doozy: It's replacing founder CEO Whitney Wolfe Herd with Slack CEO Lidiane Jones. Jones only started as CEO at Slack last year, replacing another founder CEO, Stewart Butterfield.

Bumble announces its hiring Slack CEO Lidiane Jones as its next chief exec

The dating app's cofounder Wolfe Herd, who became the youngest self-made female billionaire ever in 2021, will become Bumble's executive chairwoman.

Former Billionaire Whitney Wolfe Herd Out As Bumble CEO Amid Stock's 80% Slide

BioNTech SE

Freshpet

OrganiGram Holdings Inc.

Tesla

Dish Network (NASDAQ:DISH), down 10% to $4.94, reported a drop in third-quarter revenue amid declining pay-TV subscribers,  triggering a loss for its fiscal third quarter. The US owner of the direct-broadcast satellite provider Dish said in a statement that pay-TV subscribers decreased by roughly 64,000 in Q3, compared to a net increase of approximately 30,000 in the year-ago quarter.

News for Bumble Stock (BMBL)