Bumble reported Q2 revenue of $248.23 million, a 7.6% YoY decline, beating the consensus estimate by 1.63%. EPS was $0.64, up from $0.22 YoY. Key metrics such as Badoo App and Other Paying Users, Bumble App Paying Users, and Total Average Revenue per Paying User exceeded estimates. Shares have returned 14.6% over the past month and have a Zacks Rank #1, indicating strong growth potential.
Bumble Inc. (NASDAQ: BMBL), the leading dating app, reported its second-quarter (Q2) 2025 financial results, showing a 7.6% year-over-year (YoY) decline in revenue to $248.23 million, which exceeded the consensus estimate by 1.63% [2]. The company's earnings per share (EPS) improved to $0.64, up from $0.22 in the same period last year.
Key metrics such as Badoo App and Other Paying Users, Bumble App Paying Users, and Total Average Revenue per Paying User (ARPPU) all exceeded analyst estimates. The company's Adjusted EBITDA margin improved to 38.1%, reflecting successful cost-cutting measures and increased operational efficiency.
Despite the revenue decline, Bumble's stock has returned 14.6% over the past month and is currently ranked #1 on the Zacks Rank, indicating strong growth potential. The company's strategic focus on profitability over growth is evident in its forward guidance for the third quarter, which projects total revenue between $240 million and $248 million, a slight decline from the second quarter.
Bumble's CEO, Whitney Wolfe Herd, emphasized the company's commitment to quality over quantity, stating, "We use AI to make love more human" and "Quality is the key to enduring growth." This strategy is evident in the company's ability to improve profitability margins while managing user base growth.
References:
[1] https://seekingalpha.com/news/4480835-bumble-signals-q3-revenue-range-of-240m-248m-as-quality-first-strategy-reshapes-user-base
[2] https://finance.yahoo.com/news/bumble-nasdaq-bmbl-beats-q2-213411247.html
[3] https://www.investing.com/news/company-news/bumble-q2-2025-presentation-revenue-drops-8-while-adjusted-ebitda-surges-26-93CH-4174551
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