Bumble Inc. reported third‑quarter 2025 results, with total revenue of $246.2 million, a 10% year‑over‑year decline from $273.6 million in Q3 2024. Bumble App revenue fell 9.7% to $198.8 million, while Badoo and other segments contributed $47.4 million.
Total paying users dropped 16% to 3.6 million, with Bumble App paying users at 2.34 million and Badoo/Other at 1.23 million. Average revenue per paying user rose to $22.64, driven by a $28.27 ARPPU on Bumble App versus $11.91 on Badoo, reflecting a shift toward higher‑margin subscriptions.
Earnings per share were $0.33, matching the consensus estimate of $0.33 and slightly below the upper range of $0.38. Management guided Q4 revenue to $216–$224 million and adjusted EBITDA to $61–$65 million, a decline of 14–17% year‑over‑year, signaling near‑term revenue headwinds amid a focus on member quality.
Bumble also completed the early termination of its tax receivable agreement, paying $186 million—more than 50% below the carrying value—reducing future liabilities and improving cash‑flow flexibility.
The company’s strategic pivot toward improving member quality, cutting performance‑marketing spend, and investing in AI‑driven product enhancements underpins the mixed results. Investors reacted negatively, citing the weak Q4 guidance as the primary driver of market sentiment.
CEO Whitney Wolfe Herd said the quarter demonstrated progress in “transforming Bumble with a focus on improving member base quality, driving healthy engagement and better outcomes, and embedding innovation and AI into our platform.” CFO Kevin Cook added that the company is “prioritizing profitability and financial flexibility as we invest in innovation to drive sustainable long‑term growth.”
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