异动解读 | Bumble夜盘大跌11.44%,四季度收入预期不及预期

异动解读
Nov 06, 2025

在线约会应用Bumble(BMBL)在夜盘交易中股价大跌11.44%,主要原因是公司发布的第四季度收入预期低于分析师预期,凸显了公司在扭亏为盈计划中面临的挑战。

根据公司公告,Bumble预计第四季度营收在2.16亿美元至2.24亿美元之间,中值低于分析师预期的2.333亿美元。这一疲软的收入预期反映了公司目前面临的经营压力。更令人担忧的是,公司第三季度付费用户总数同比大幅下降16%,降至360万,进一步加剧了投资者的担忧。

Bumble正面临着在线约会行业更广泛的增长放缓趋势。公司新任首席执行官于6月底裁员30%,并对应用程序进行了全面改造,引入了人工智能驱动的信任和安全工具,以提高用户留存率。然而,这些变化尚未带来用户或收入的明显提升。公司表示,由于优先考虑高质量的互动而不是快速扩张,预计近期付费用户和新注册用户数量将出现疲软。此外,营销支出的削减也导致付费用户数量同比下降了8%。

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