异动解读 | Bumble盘前大跌13.28%,第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(股票代码:BMBL)今日盘前股价大跌13.28%,引发投资者广泛关注。

导致股价大跌的主要原因是Bumble发布的第四季度收入预期低于分析师预期。公司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。此外,公司第三季度付费用户总数同比大幅下降16%至360万,进一步加剧了投资者的担忧。

Bumble目前正面临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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