Bumble 2025 Q3 Earnings Strong Earnings Turnaround Amid Revenue Decline

Bumble (BMBL) reported Q3 2025 earnings on Nov 6, 2025, . , . , signaling continued near-term challenges despite strategic shifts.

Revenue

Bumble’s Q3 revenue dropped 10.0% year-over-year to $246.16 million, driven by a 9.7% decline in Bumble App revenue to $198.8 million and an 11.3% drop in Badoo App and Other revenue to $47.4 million. The company attributed the decline to a deliberate focus on quality over quantity, .

Earnings/Net Income

The company returned to profitability with EPS of $0.34, . , . This remarkable turnaround reflects disciplined cost management and operational efficiency, though near-term revenue headwinds remain.

Post-Earnings Price Action Review

Despite the earnings beat, Bumble’s stock price faced mixed post-announcement reactions. , reflecting optimism about the earnings turnaround, . The stock’s volatility underscores investor uncertainty around the company’s guidance and strategic priorities.

CEO Commentary

CEO emphasized progress in “improving member base quality, driving healthy engagement, and embedding innovation and AI,” while CFO highlighted disciplined execution and alignment with product and tech priorities. Both acknowledged near-term challenges from member base improvements but reiterated long-term commitments to profitability and growth.

Guidance

, . , aiming to delever the balance sheet and reinvest in AI and product innovation.

Additional News

1. RBC Downgrade: RBC Capital Markets downgraded Bumble to “sector perform” from “outperform,” citing secular challenges in the online dating sector and limited visibility for a turnaround.

2. TRA Buyout, enhancing financial flexibility and reducing debt obligations.

3. Product Innovations: The company launched , including richer profiles and verification tools, and relaunched to expand its ecosystem beyond dating.

The earnings report highlights Bumble’s strategic pivot toward quality metrics, with mixed short-term financial outcomes. While profitability has improved, revenue declines and user attrition remain key risks. Investors will closely monitor the impact of and trust initiatives on long-term growth.