NASDAQ$BMBL
Bumble Inc. · Q1 2022 earnings
Q1 2022 earnings · · Investor relations
Briefing
Reported strong Q1 2022 results with total revenue increasing by 24% and Bumble App revenue growing by 38%.
Bumble Inc. reported a strong first quarter with total revenue increasing by 24% to $211.2 million and Bumble App revenue growing by 38% to $155.4 million. The company exceeded its outlook for revenue and adjusted EBITDA, driven by growth in Bumble App paying users and average revenue per paying user.
- Total revenue increased by 23.7% to $211.2 million.
- Bumble App revenue grew by 38.0% to $155.4 million.
- Total paying users increased to 3.0 million.
- Net earnings were $23.9 million.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$211M
Revenue by segment
Bumble · $211M total across 2 segments · Q1 2022
- Bumble App$155M+38.0%73.6%
- Badoo App and Other$55.8M-4.0%26.4%
Forward guidance
Bumble anticipates Total Revenue and adjusted EBITDA for the second quarter and year ending December 31, 2022.
Tailwinds
- Total Revenue in the range of $218 million to $221 million for Q2 2022.
- Bumble App Revenue of $167 million to $169 million for Q2 2022.
- Adjusted EBITDA in the range of $51 million to $53 million for Q2 2022.
- Total Revenue in the range of $934 million to $944 million for full year 2022.
- Bumble App year over year revenue growth of 34% to 36% for full year 2022.
Headwinds
- Impact from the conflict in Ukraine of $6 million, primarily in Badoo App and Other Revenue for Q2 2022.
- An unfavorable impact of $9 million from foreign currency movements for Q2 2022.
- Includes $4 million of incremental expenses the company expects to incur from complying with the Google Play billing mandate for Q2 2022.
- Impact from the conflict in Ukraine of $20 million, primarily in Badoo App and Other Revenue for full year 2022.
- An unfavorable impact of $28 million from foreign currency movements for full year 2022.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2022
+0.0%
Avg return
Earnings day
+2.1%
Avg return
5 days after
+0.2%
Avg return
30 days after
50%
11 / 22 earnings
Positive
+45.7%
Q4 2021
Best reaction
-30.2%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -20.0% | -23.3% | -34.0% | |
| Q4 2025 | +33.8% | +45.8% | +19.7% | |
| Q3 2025 | -22.0% | -26.2% | -33.2% | |
| Q1 2025 | +26.1% | +33.3% | +21.0% | |
| Q4 2024 | -30.2% | -31.7% | -44.1% | |
| Q3 2024 | +4.0% | +18.3% | +10.3% | |
| Q2 2024 | -27.8% | -27.4% | -14.3% | |
| Q1 2024 | +11.2% | +11.7% | +8.9% | |
| Q4 2023 | -11.7% | -10.1% | -10.8% | |
| Q3 2023 | +5.7% | +9.0% | +8.2% | |
| Q2 2023 | -7.6% | -8.1% | -10.9% | |
| Q4 2022 | +11.4% | +4.9% | -16.3% | |
| Q3 2022 | +4.9% | +13.7% | +6.7% | |
| Q2 2022 | -10.1% | -3.9% | -21.6% | |
| Q1 2022 | +16.3% | +34.2% | +57.9% | |
| Q4 2021 | +45.7% | +33.3% | +64.3% | |
| Q3 2020 | -0.2% | -0.9% | -5.9% | |
| Q3 2021 | -24.2% | -24.3% | -28.7% | |
| Q2 2021 | +9.0% | +6.1% | +24.8% | |
| Q1 2020 | -3.2% | -5.5% | +14.1% | |
| Q1 2021 | -20.1% | -19.2% | -6.0% | |
| Q4 2020 | +10.2% | +16.1% | -4.9% | |
| Q2 2020 | — | — | — | |
| Q4 2019 | — | — | — |
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