Total Revenue Decreased 15% to $211 Million

Net Loss Was $128 Million

Adjusted EBITDA Was $73 Million

AUSTIN, Texas--(BUSINESS WIRE)--August 05, 2026-- 

Bumble Inc. $(BMBL)$ today reported financial results for the second quarter ended June 30, 2026.

"We are executing against a clear roadmap of exciting new ways for our members to experience Bumble," said Whitney Wolfe Herd, Founder & CEO of Bumble Inc. "This next chapter is designed to enable our healthier, more engaged member base to connect more intuitively and move more confidently and quickly to in-person dates. There is more happening at Bumble today than at any point in years - we are completing our platform migration, transforming our matching algorithms, giving members new ways to start a conversation, expanding how they meet in real life, and building toward new group experiences - all converging into the reimagined Bumble we expect to bring to members."

Second Quarter 2026 Financial and Operational Highlights:

(all comparisons relative to the Second Quarter 2025)

   --  Total Revenue decreased 15.2% to $210.5 million, compared to $248.2 
      million. 
 
          --  Bumble App Revenue decreased 14.7% to $171.7 million, compared 
             to $201.4 million. 
 
          --  Badoo App and Other Revenue decreased 17.1% to $38.8 million, 
             compared to $46.8 million. 
 
 
 
   --  Total Paying Users decreased 16.4% to 3.2 million, compared to 3.8 
      million. 
 
   --  Total Average Revenue per Paying User ("ARPPU") increased 1.2% to 
      $21.96, compared to $21.69. 
 
   --  Net loss was $127.9 million, or (60.7)% of revenue, which included a 
      $169.3 million impairment charge, compared to net loss of $367.0 million, 
      or (147.8)% of revenue, which included a $404.9 million impairment 
      charge. 
 
   --  Adjusted EBITDA was $72.9 million, or 34.6% of revenue, compared to 
      Adjusted EBITDA of $94.6 million, or 38.1% of revenue. 

Information about Bumble's use of non-GAAP financial measures is provided below under "Non-GAAP Financial Measures."

"We delivered second quarter revenue and Adjusted EBITDA at the higher end or above our guidance ranges, as we continue to execute with financial discipline," said Kevin Cook, CFO of Bumble Inc. "We are now deliberately investing across product, technology, and brand as we prepare to deliver on our innovation roadmap and position the company for long-term growth."

Key Operating Metrics:

The following metrics were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of June 30, 2026. Please refer to the Definitions section for more information.

 
                                 Three Months Ended    Three Months Ended 
(In thousands, except ARPPU)        June 30, 2026         June 30, 2025 
                                --------------------  -------------------- 
Bumble App Paying Users                      2,077.1               2,499.8 
Badoo App and Other Paying 
 Users                                       1,080.1               1,277.4 
Total Paying Users                           3,157.2               3,777.2 
Bumble App Average Revenue per 
 Paying User                      $            27.55    $            26.85 
Badoo App and Other Average 
 Revenue per Paying User          $            11.21    $            11.57 
Total Average Revenue per 
 Paying User                      $            21.96    $            21.69 
 

Balance Sheet:

As of June 30, 2026, total cash and cash equivalents were $154.0 million and total debt was $451.0 million.

Financial Outlook:

A reconciliation of Adjusted EBITDA to GAAP net earnings (loss) and Adjusted EBITDA margin growth to GAAP net earnings (loss) margin growth, which is growth in GAAP net earnings (loss) as a percentage of revenue, has not been provided for the outlook included herein, as the quantification of certain items included in the calculation of GAAP net earnings (loss) cannot be calculated or predicted at this time without unreasonable efforts. For example, the non-GAAP adjustment for stock-based compensation expense requires additional inputs such as number of shares granted and market price that are not currently ascertainable, and the non-GAAP adjustment for certain legal, tax and regulatory reserves and expenses depends on the timing and magnitude of these expenses and cannot be accurately forecasted. For the same reasons, the Company is unable to address the probable significance of the unavailable information, which could have a potentially unpredictable, and potentially significant, impact on its future GAAP financial results.

Bumble anticipates the following results for the third quarter ending September 30, 2026:

Third Quarter 2026:

   --  Total Revenue in the range of $205 million to $213 million, which 
      includes: 
 
          --  Bumble App Revenue of $167 million to $173 million. 
 
 
 
   --  Adjusted EBITDA of $56 million to $60 million. 

Actual results may differ materially from Bumble's financial outlook as a result of, among other things, the factors described under "Forward-Looking Statements" below.

Conference Call and Webcast Information

Bumble will host a live webcast of its conference call to discuss its second quarter 2026 financial results at 4:30 p.m. Eastern Time today, August 5, 2026. A webcast of the call and other information related to the call will be accessible on the Investors section of the Company's website at https://ir.bumble.com. A webcast replay will be available approximately two hours after the conclusion of the live event.

Definitions

As used in this press release, unless otherwise noted or the context requires otherwise, the following terms have the following meanings. Our key metrics (Bumble App Paying Users, Badoo App and Other Paying Users, Total Paying Users, Bumble App Average Revenue per Paying User, Badoo App and Other Average Revenue per Paying User, and Total Average Revenue per Paying User) were calculated excluding paying users of and revenue generated from Official, advertising and partnerships or affiliates. The Bumble For Friends app was relaunched as BFF in the United States in September 2025. The Company has not sought to generate revenue from the BFF app and therefore it is excluded from our key operating metrics as of June 30, 2026.

Total Revenue is the sum of Bumble App Revenue and Badoo App and Other Revenue.

Total Paying Users is the sum of Bumble App Paying Users and Badoo App and Other Paying Users.

Total Average Revenue per Paying User or Total ARPPU is a metric calculated based on Total Revenue in any measurement period divided by the Total Paying Users in such period divided by the number of months in the period.

Bumble App Revenue is revenue derived from purchases or renewals of a Bumble app or Bumble For Friends app subscription plan and/or in-app purchases on Bumble app or Bumble For Friends app in the relevant period.

Bumble App Paying User is a member that has purchased or renewed a Bumble app or Bumble For Friends app subscription plan and/or made an in-app purchase on Bumble app or Bumble For Friends app in a given month. We calculate Bumble App Paying Users as a monthly average, by counting the number of Bumble App Paying Users in each month and then dividing by the number of months in the relevant measurement period.

Bumble App Average Revenue per Paying User or Bumble App ARPPU is a metric calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.

Badoo App and Other Revenue is revenue derived from purchases or renewals of a Badoo app subscription plan and/or in-app purchases on Badoo app in the relevant period, purchases on one of our other apps that we owned and operated in the relevant period, purchases on other third-party apps that used our technology in the relevant period and advertising, partnerships or affiliates revenue in the relevant period.

Badoo App and Other Paying User is a member that has purchased or renewed a subscription plan and/or made an in-app purchase on Badoo app in a given month or made a purchase on one of our other apps that we owned and operated in a given month, or made a purchase on other third-party apps that used our technology in the relevant period. We calculate Badoo App and Other Paying Users as a monthly average, by counting the number of Badoo App and Other Paying Users in each month and then dividing by the number of months in the relevant measurement period.

Badoo App and Other Average Revenue per Paying User or Badoo App and Other ARPPU is a metric calculated based on Badoo App and Other Revenue in any measurement period divided by Badoo App and Other Paying Users in such period divided by the number of months in the period.

Non-GAAP Financial Measures