Bumble 2025 Q2 Earnings Significant Net Loss Amid Revenue Drop

Bumble (BMBL) reported its fiscal 2025 Q2 earnings on Aug 7, 2025, with results missing expectations. The company swung to a net loss of $367 million, a 1,073.8% decline compared to 2024 Q2, driven largely by $404.9 million in non-cash impairment charges. Revenue dropped 7.6% to $248.23 million, and the company also missed its financial outlook.

Revenue
Bumble’s total revenue for Q2 2025 fell by 7.6% to $248.2 million, compared to $268.62 million in the same period the previous year. This includes a $2.4 million favorable impact from foreign currency movements. The decline was driven by weaker performance across its key segments. Bumble App revenue decreased 7.6% to $201.4 million, while Badoo App and Other Revenue fell 7.5% to $46.8 million. Both figures reflect a $1.2 million and $1.1 million favorable foreign currency impact, respectively. Despite the overall revenue decline, the company reported a modest increase in average revenue per paying user (ARPPU) to $21.69, up from $21.37.

Earnings/Net Income
Bumble swung to a net loss of $367 million in Q2 2025, compared to net earnings of $37.7 million in the same period last year. On a per-share basis, the company reported a loss of $2.45, a 1,213.6% deterioration from a profit of $0.22 per share in Q2 2024. The loss was heavily impacted by $404.9 million in non-cash impairment charges. Adjusted EBITDA, however, improved to $94.6 million, or 38.1% of revenue, compared to $75 million, or 27.9% of revenue, in Q2 2024. Despite this, the earnings performance reflects a significant downturn in profitability for the company.

Price Action
The stock price of Bumble has edged up 0.79% during the latest trading day, has edged up 1.06% during the most recent full trading week, and has surged 20.66% month-to-date.

Post-Earnings Price Action Review
The strategy of buying BMBL when earnings beat and selling after 30 days resulted in a significant loss. The strategy returned -88.86%, underperforming the benchmark by 129.79%. With a maximum drawdown of 0% and a Sharpe ratio of -0.64, the strategy also indicated a high level of risk with minimal returns.

CEO Commentary
Whitney Wolfe Herd, Founder & CEO, emphasized Bumble’s strategic focus on strengthening its member base with higher quality and more intentional users, alongside streamlining costs and accelerating AI and technology innovation. She highlighted early positive momentum from the company’s renewed emphasis on quality, while acknowledging a 7.6% revenue decline and a $367 million net loss, largely driven by $404.9 million in non-cash impairment charges. The leadership tone was cautiously optimistic, reflecting a commitment to safer, more personalized experiences and a durable foundation for long-term growth.

Guidance
Bumble provided third-quarter 2025 revenue guidance of $240 million to $248 million, including Bumble App revenue of $194 million to $200 million, with Adjusted EBITDA expected to range between $79 million and $84 million. The outlook reflects cost reductions and a realigned marketing strategy, though actual results may differ due to risks outlined in forward-looking statements. No reconciliation to GAAP is provided for the guidance due to unpredictability of certain items.

Additional News
On August 7, 2025, Bumble announced the appointment of a new Chief Financial Officer, marking a significant C-level change. The interim CFO, Ron Fior, highlighted the company’s efforts to improve operational efficiency and realign its marketing strategy to support organic growth. Additionally, the company announced a Chief Financial Officer transition effective August 12, 2025, as disclosed in a separate press release.

Bumble also hosted a live webcast to discuss its Q2 2025 financial results on August 6, 2025, at 4:30 PM Eastern Time. A webcast replay was made available approximately two hours after the event. The company also provided updated information on its financial outlook and operating metrics, including the impact of foreign currency fluctuations and the effects of its restructuring efforts.