Bumble's Q2 Revenue and EBITDA Surpass Expectations

Bumble reported Q2 adjusted EBITDA of $94.6M, up from $75M last year. Revenue was $248.2M, beating consensus of $245.7M. Total Paying Users decreased 8.7% to 3.8 million, while Total Average Revenue per Paying User increased to $21.69. CEO Whitney Wolfe Herd said the company is focusing on quality and innovation to build a durable foundation for the future.

Bumble Inc. (NASDAQ: BMBL) has released its second-quarter 2025 earnings, showcasing a strategic shift towards profitability. The dating app operator reported a 8% year-over-year decline in total revenue to $248.2 million, beating consensus estimates of $245.7 million. Despite the revenue drop, the company achieved a significant 26% increase in Adjusted EBITDA, reaching $94.6 million, up from $75 million in the same period last year [1].

The company's flagship Bumble App generated $201.4 million in revenue, a 8% decline compared to the previous year. Total paying users decreased by 8.7% to 3.8 million, while the Total Average Revenue per Paying User (ARPPU) increased to $21.69, reflecting improved monetization of the remaining user base [1].

Bumble's secondary offering, Badoo App & Other, also experienced a decline in revenue and user metrics. Paying users decreased by 3% to 1.28 million, and ARPPU fell by 3% to $11.57 [1].

The company's cost-cutting measures have led to a substantial improvement in profitability margins, with Adjusted EBITDA margin expanding to 38.1% from 28% in Q1 2025 [1]. However, the company reported a substantial net loss of $367.0 million for the quarter, primarily due to a $404.9 million impairment charge [1].

CEO Whitney Wolfe Herd emphasized the company's focus on quality and innovation to build a durable foundation for the future. The company is also introducing new features such as a coaching hub powered by AI and a new Bumble BFF application to attract Gen Z customers [2].

Looking ahead, Bumble projects total revenue between $240-248 million and Adjusted EBITDA between $79-84 million for the third quarter of 2025, suggesting continued year-over-year revenue decline but relative stability compared to Q2 results [1].

References:
[1] https://www.investing.com/news/company-news/bumble-q2-2025-presentation-revenue-drops-8-while-adjusted-ebitda-surges-26-93CH-4174551
[2] https://finance.yahoo.com/news/bumble-beats-second-quarter-revenue-201043181.html