NASDAQ$BMBL

Bumble Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported solid Q1 2024 financial results, making progress on plans to unlock Bumble’s next phase of growth.

Bumble Inc. reported a 10% increase in total revenue to $268 million for Q1 2024. Bumble app revenue increased by 11% to $216 million, and paying users grew by 18% to 2.7 million. The company's net earnings were $33.9 million, with an adjusted EBITDA of $74.0 million.

  • Total revenue increased by 10% to $268 million.
  • Bumble App revenue increased by 11% to $216 million.
  • Total paying users increased to 4.0 million, compared to 3.5 million.
  • Net earnings were $33.9 million, compared to a net loss of $2.3 million.

Headline financials

Total Revenue

$268M

No prior period
EPS

$0.19

No prior period
Bumble App Paying Users

2.7M

No prior period
Badoo App and Other Paying Users

1.3M

No prior period
Total Paying Users

4.0M

No prior period
Bumble App ARPPU

$26.34

No prior period
Badoo App and Other ARPPU

$12.35

No prior period
Total ARPPU

$21.84

No prior period
Capital Expenditures

-$2.8M

No prior period
Free Cash Flow

$24.6M

No prior period
Net Income

$24.6M

No prior period
Operating Income

$48.8M

No prior period
Gross Profit

$265M

No prior period
Cash & Equivalents

$263M

No prior period
Total Assets

$3.52B

No prior period
R&D Expense

$36M

No prior period
Stock-Based Comp

$26K

No prior period

Revenue & EPS history

Bumble · Revenue · Quarterly

$268M

Q1 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Bumble · $276M total across 2 segments · Q3 2023

  • Bumble App
    $222M+22.8%
  • Badoo App and Other
    $53.7M+3.3%

Forward guidance

Bumble anticipates for the second quarter ending June 30, 2024: Total Revenue in the range of $269 million to $275 million, which includes Bumble App Revenue of $218 million to $222 million. Adjusted EBITDA in the range of $69 million to $73 million. For full year 2024: Total Revenue year over year growth in the range of 8% to 11%. Bumble App Revenue year over year growth in the range of 9% to 11%. Adjusted EBITDA margin growth of at least 300 basis points.

Tailwinds

  • Total Revenue in the range of $269 million to $275 million for Q2 2024.
  • Bumble App Revenue of $218 million to $222 million for Q2 2024.
  • Adjusted EBITDA in the range of $69 million to $73 million for Q2 2024.
  • Total Revenue year over year growth in the range of 8% to 11% for full year 2024.
  • Bumble App Revenue year over year growth in the range of 9% to 11% for full year 2024.

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 2024

Historical avgQ1 2024

+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

Earnings price reactions
QuarterReport dateReaction (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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