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

Bumble (BMBL) reported its fiscal 2025 Q3 earnings on Nov 7, 2025, revealing a significant operational turnaround despite a 10% year-over-year revenue decline. The company returned to profitability with a net income of $51.65 million, a 106.1% improvement from the $849.26 million loss in 2024 Q3. Earnings per share surged to $0.34, reversing a $5.11 loss. However, Q4 guidance fell short of expectations, signaling ongoing challenges in stabilizing user growth and revenue.

Revenue

Bumble’s total revenue dropped to $246.16 million in Q3 2025, down from $273.61 million in Q3 2024. The Bumble app generated $198.8 million, while the Badoo app and other segments contributed $47.4 million. These figures reflect a strategic shift toward prioritizing user quality over quantity, impacting short-term growth metrics.

Earnings/Net Income

The company returned to profitability with a net income of $51.65 million, a 106.1% positive swing from the $849.26 million loss in 2024 Q3. Earnings per share improved to $0.34, reversing a $5.11 loss. The EPS turnaround and net income recovery signify a significant operational improvement, albeit against a backdrop of declining revenue.

Post-Earnings Price Action Review

Following the earnings release, Bumble’s stock edged up 1.31% in the latest trading day but faced a 23.15% decline over the subsequent week. Month-to-date, the stock has plummeted 24.78%, reflecting ongoing market skepticism despite the improved profitability.

CEO Commentary

CEO Whitney Wolfe Herd emphasized a strategic pivot toward long-term user quality, AI-driven product development, and enhanced safety features. The company acknowledged near-term headwinds from user base clean-up and app consolidation but expressed confidence in future growth through innovation and operational efficiency.

Guidance

Bumble projected Q4 2025 revenue between $216 million and $224 million, below analyst expectations. Adjusted EBITDA guidance of $61–65 million highlights cost discipline but underscores continued revenue pressures as the company prioritizes sustainable user engagement over immediate growth.

Additional News

Recent non-earnings developments include significant insider selling, with CEO Whitney Wolfe Herd and major shareholders offloading millions in shares. Additionally, the company announced a focus on AI-driven features to enhance user experience, though market volatility persists due to weaker-than-expected guidance. Strategic shifts toward trust and safety updates have also led to attrition in active user segments, further complicating near-term recovery efforts.