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What were the key takeaways from Bumble's earnings call?

- **Strategic Reset in Progress**: Bumble is transitioning to a quality-first model with AI-driven features, leading to 11% ARPPU growth despite 10% YoY revenue decline.
- **AI-Driven Innovation**: Standalone AI product testing and Geneva platform integration aim to revolutionize dating through precise search and real-time member feedback.
- **Financial Discipline**: $186M TRA repurchase and 50% YoY marketing spend reduction support EBITDA margin expansion to 34%.
- **Long-Term Growth Signal**: Early Q3 metrics show improved retention and member engagement, with paying user recovery expected in early 2026.

**【Management Opening Remarks】**
- CEO Whitney Herd emphasized Bumble's strategic reset focused on quality over quantity, prioritizing trust and safety for women. The company is transitioning to a new AI-driven tech stack (Geneva platform) for faster innovation and member experience improvements.
- CFO Kevin Cook highlighted Q3 revenue of $246M (down 10% YoY) and adjusted EBITDA of $83M, driven by cost reductions and strategic headcount restructuring. The company repurchased $186M in TRA obligations, simplifying its capital structure.

**【CEO Commentary】**
- Bumble is undergoing a product transformation with features like profile verification, AI-driven matching, and direct billing. Early indicators show improved retention and ARPPU (+11%) despite short-term revenue declines.
- The company is testing a standalone AI product for precise search-based dating, aiming to differentiate from competitors and integrate learnings into core platforms.

**【CFO Financial Commentary】**
- Q3 expenses were $183M (non-GAAP $163M), with 50% YoY drop in marketing spend and 15% YoY decline in product dev costs. Q4 revenue guidance is $216-224M, with expectations for sequential paying user stabilization in early 2026.
- The company is prioritizing high-quality members ("approved" vs. "improved" categories), with approved members monetizing at twice the rate of others.

**【Q&A Highlights】**
- CEO Whitney Herd emphasized long-term vision of AI-powered, search-based dating, while CFO Kevin Cook outlined Q4 financial headwinds and early signs of member quality improvements. Questions focused on AI product timelines, member base transformation, and revenue recovery路径.

Bumble Inc. (BMBL) Q3 2025 Earnings Call Transcript

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BMBL

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