Overview

• U.S. dating app operator's Q4 revenue beat analyst expectations despite falling 14.3% yr/yr

• Adjusted EBITDA margin improved to 31.9% from 27.7% yr/yr

• Company attributed results to strategic reset and product innovation focus

Outlook

• Bumble sees Q1 2026 revenue between $209 mln and $213 mln

• Company expects Q1 2026 adjusted EBITDA of $76 mln to $80 mln

• Bumble says it will prioritize product innovation and maintain financial discipline in 2026

Result Drivers

• MEMBER BASE RESET - Co said results reflect a deliberate reset to address member pain points and return to its women-first foundation

• PAYING USER DECLINE - Total paying users fell 20.5% yr/yr as co completed the most intensive phase of its member base reset

• ARPPU INCREASE - Average revenue per paying user rose 7.9% yr/yr, offsetting some impact from lower user numbers

Company press release: ID:nBw6DyjfDa

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 15 "hold" and 2 "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy"

• Wall Street's median 12-month price target for Bumble Inc is $5.00, about 77.9% above its March 10 closing price of $2.81

• The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 5 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)