NASDAQ$BMBL

Bumble Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Bumble's revenue increased driven by Bumble app growth and profitability remained strong.

Bumble Inc. reported a 3.4% increase in total revenue to $268.6 million for the second quarter of 2024, with Bumble app revenue growing by 4.8% to $218.0 million. The company's net earnings were $37.7 million, and adjusted EBITDA was $75.0 million.

  • Total revenue increased by 3.4% year-over-year to $268.6 million.
  • Bumble app revenue increased by 4.8% year-over-year to $218.0 million.
  • Total paying users increased to 4.1 million, compared to 3.6 million in the prior year.
  • Net earnings were $37.7 million, compared to $9.3 million in the prior year.

Headline financials

Total Revenue

$269M

Previous: $260M+3.4%
EPS (adj)

$0.22

Previous: $0.05+340.0%
Capital Expenditures

-$1.73M

No prior period
Free Cash Flow

$27.4M

Previous: $6.75M+305.7%
Net Income

$27.4M

Previous: $6.75M+305.7%
Operating Income

$52M

Previous: $21.2M+145.4%
Gross Profit

$269M

Previous: $254M+5.7%
Cash & Equivalents

$287M

Previous: $381M-24.8%
Total Assets

$3.52B

Previous: $3.69B-4.6%
R&D Expense

$15.7M

No prior period
Stock-Based Comp

$2.09M

Previous: $33.5M-93.8%

Revenue & EPS history

Bumble · Revenue · Quarterly

$269M

Q2 2024+3.4%vs Q2 2023
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 total revenue between $269 million and $275 million for the third quarter of 2024, including Bumble App revenue of $217 million to $221 million. Adjusted EBITDA is expected to be in the range of $77 million to $80 million. For the full year 2024, Bumble anticipates total revenue year-over-year growth in the range of 1% to 2% and Bumble App revenue year-over-year growth in the range of 1.5% to 2.5%. Adjusted EBITDA margin growth is expected to be at least 200 basis points.

Tailwinds

  • Total Revenue in the range of $269 million to $275 million
  • Bumble App Revenue of $217 million to $221 million.
  • Adjusted EBITDA in the range of $77 million to $80 million.
  • Total Revenue year over year growth in the range of 1% to 2%.
  • Bumble App Revenue year over year growth in the range of 1.5% to 2.5%.

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 2024

Historical avgQ2 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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