Bumble 2025 Q3 Earnings Remarkable Turnaround with 106.1% Net Income Surge

Bumble (BMBL) reported Q3 2025 earnings on Nov 7, 2025, delivering a net income of $51.65 million—a 106.1% positive swing from a $849.26 million loss in 2024 Q3. While revenue declined 10% to $246.16 million, the company returned to profitability with EPS of $0.34, reversing a $5.11 loss. Q4 guidance, however, fell short of expectations, projecting $216–$224 million in revenue, below analyst estimates.

Revenue

The total revenue of Bumble decreased by 10.0% to $246.16 million in 2025 Q3, down from $273.61 million in 2024 Q3.

Earnings/Net Income

Bumble returned to profitability with EPS of $0.34 in 2025 Q3, reversing from a loss of $5.11 per share in 2024 Q3 (106.7% positive change). Meanwhile, the company achieved a remarkable turnaround with net income of $51.65 million in 2025 Q3, representing a 106.1% positive swing from the net loss of $-849.26 million in 2024 Q3. The EPS turnaround from -$5.11 to $0.34 signifies a strong recovery in profitability.

Post-Earnings Price Action Review

The stock price of Bumble edged up 1.31% during the latest trading day but plummeted 23.15% during the most recent full trading week, with a steeper 24.78% decline month-to-date. The mixed short-term performance reflects investor uncertainty around the company’s strategic shift toward quality over growth, despite the significant net income rebound.

CEO Commentary

CEO Whitney Wolfe Herd emphasized Bumble’s focus on long-term user quality and AI-driven product development, prioritizing safety and trust over short-term growth. She highlighted recent platform updates, including richer profiles and verification features, as foundational to improving retention and monetization. While acknowledging near-term revenue headwinds from user base clean-up, she expressed optimism about leveraging AI to address user pain points and reinvigorate engagement. The leadership team remains committed to operational efficiency, with Kevin Cook, CFO, noting ongoing cost-of-revenue improvements through direct billing strategies.

Guidance

Bumble issued Q4 2025 revenue guidance of $216–$224 million, a year-over-year decline of 14–17%, and adjusted EBITDA guidance of $61–$65 million. The company anticipates continued attrition in active and paying members as it refines its product roadmap, with a focus on customer service optimization and profile enhancements.

Additional News

Bumble’s CEO, Whitney Wolfe Herd, sold 1.365 million shares in August, reducing her ownership by 46.07%, while a major shareholder sold 16.69 million shares. Analysts remain divided, with Goldman Sachs cutting its price target to $7.00 and Morgan Stanley raising it to $6.00. The company also announced plans for a stand-alone AI product to enhance search precision, signaling a strategic pivot toward technology-driven differentiation.