NASDAQ$BMBL

Bumble Inc. · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Bumble reported Q1 2026 revenue of $212.4M, net earnings to shareholders of $45.2M, and diluted EPS of $0.34.

Revenue declined 14% to $212.4 million from $247.1 million as paying users softened. Operating earnings improved to $65.3 million on lower marketing and amortization. Net earnings attributable to Bumble shareholders were $45.2 million, or $0.34 per diluted share, versus $13.4 million and $0.13.

  • Revenue $212.4M (-14% YoY).
  • Operating earnings $65.3M vs $44.7M.
  • Net earnings to shareholders $45.2M; EPS $0.34.
  • Cost cuts offset top-line pressure.

Headline financials

Total Revenue

$212M

Previous: $247M-14.1%
EPS (adj)

$0.34

Previous: $0.13+161.5%
Net Income

$45.2M

Previous: $13.4M+236.3%
Operating Income

$65.3M

Previous: $44.7M+46.1%

Revenue & EPS history

Bumble · Revenue · Quarterly

$212M

Q1 2026-14.1%vs Q1 2025
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

MD&A discusses user trends, marketing efficiency, and product refresh without reiterating full-year revenue guidance in the 10-Q.

Tailwinds

  • Margin expansion despite revenue decline.
  • Lower marketing and amortization boosted EPS.

Headwinds

  • Paying user and revenue headwinds.
  • Competitive dating app market.

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 2026

Historical avgQ1 2026

+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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