NASDAQ$BMBL
Bumble Inc. · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
Reported an increase in total revenue and Bumble app revenue, driven by strong paying user growth and global expansion.
Bumble Inc. reported strong second-quarter results with an 18% increase in total revenue to $220.5 million and a 33% increase in Bumble App revenue to $169.6 million. The company's growth was driven by a 31% increase in Bumble App paying users, reaching 1.9 million. Adjusted EBITDA exceeded expectations at $54.8 million.
- Total revenue increased by 18.4% to $220.5 million.
- Bumble App revenue grew by 33.2% to $169.6 million.
- Total paying users increased to 3.0 million.
- Net loss was $6.4 million, an improvement compared to the previous year.
Headline financials
Revenue & EPS history
Bumble · Revenue · Quarterly
$220M
Revenue by segment
Bumble · $220M total across 2 segments · Q2 2022
- Bumble App$170M+33.2%77.0%
- Badoo App and Other$50.8M-13.8%23.0%
Forward guidance
Bumble anticipates Total Revenue and adjusted EBITDA for the third quarter and year ending December 31, 2022.
Tailwinds
- Total Revenue in the range of $236 million to $240 million for Q3 2022.
- Bumble App Revenue of $184 million to $187 million for Q3 2022.
- Adjusted EBITDA in the range of $58 million to $60 million for Q3 2022.
- Total Revenue in the range of $920 million to $930 million for full year 2022.
- Bumble App year over year revenue growth of 32% to 34% for full year 2022.
Headwinds
- Impact from the conflict in Ukraine of $6 million, primarily in Badoo App and Other Revenue for Q3 2022.
- An estimated unfavorable impact of $12 million from foreign currency movements for Q3 2022.
- Impact from the conflict in Ukraine of $20 million, primarily in Badoo App and Other Revenue for full year 2022.
- An estimated unfavorable impact of $36 million from foreign currency movements for full year 2022.
- Adjusted EBITDA margin in the range of 24.5% to 25%, including $16 million of incremental expenses the Company expects to incur from complying with the Google Play billing mandate 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 Q2 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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